Driving AI-Led Innovation in Regional Banks

Agentic automation is revolutionizing the financial services industry, enabling institutions to move beyond traditional, rule-based operations to systems that understand, learn, and act autonomously. This transformation drives innovation, agility, and exceptional customer experiences while addressing operational complexities in banking.

In this live 30-minute webinar, we will cover the following.

How agentic automation is not only reshaping traditional operations but also creating opportunities for innovation, agility, and enhanced customer experience in financial services.

Key Themes in Banking Operations: The discussion will focus on themes where agentic automation transcends conventional automation by leveraging artificial intelligence (AI), machine learning (ML), and robotic process automation (RPA)

Real-World Use Cases The session will showcase high-impact applications of agentic automation across banking operations, some examples are shared below:

• Mortgage Approval and Underwriting: Accelerating loan approval cycles through intelligent document processing and credit risk assessment.
• Commercial Client Onboarding: Automating KYC processes, document validation, and data synchronization to enhance speed and accuracy.
• Treasury Inbox Automation: Streamlining cash flow inquiries and transaction reconciliations with AI-powered inbox assistants.
• Negative News Screening: Automating adverse media screening for effective risk management and compliance.

Demo: UiPath Agent Builder - Attendees will experience a demonstration of UiPath’s Agent Builder, which simplifies the design, build, and run experience for FS teams.

Client Success Story: Learnings from the successful implementation of agentic automation at a FS firm will illustrate how financial services organizations can unlock measurable value.

Roadmap for Adoption: To conclude, the session will outline a practical roadmap for banks to adopt agentic automation

We hope you’ll join us for an exciting and interactive webinar to see how banks like yours are leading with AI.