SPONSORED BY

TIME: 1PM ET/10AM PT   

DURATION: 1 hour

CONNECT.
EXCHANGE.
LEAD.

Banks have long struggled to transform customer care while balancing rising service expectations with cost, security, regulatory and operational demands. Fragmented workflows, disconnected systems and rigid automation can increase complexity while leaving customers and employees frustrated. The emergence of agentic AI creates an opportunity to rethink that model by orchestrating people, processes, data and intelligent systems around better customer outcomes.

This virtual roundtable will explore how banking technology leaders are moving beyond AI experimentation to identify customer care use cases capable of delivering measurable business value at scale. Participants will examine where agentic systems can improve customer experiences, streamline operations and reduce costs and risk, as well as what new operating models, skills and governance practices are required to move from pilots into production.

Discussion topics include:

• Explore how agentic architectures could reshape the economics of customer engagement through greater efficiency, retention and revenue growth.

• Examine how agentic capabilities can strengthen customer relationships while balancing business outcomes.

• Identify the architectural and organizational foundations needed to orchestrate agentic capabilities across banking environments.

• Address the security, governance and trust requirements for production scale adoption.