Agentic AI in Banking & Financial Services

Current state of agentic AI adoption across banking.

• 1.Where banking Stands Today10m
• 2.Reference Use Cases15m
• 3.The Business Case15m

Where agentic AI plugs into banking value chains.

• 1.banking Value Chain 10110m
• 2.Prioritization Framework10m
• 3.First 90 Days15m

Perception, reasoning, action, reflection.

• 1.The Agent Loop10m
• 2.LLM Selection10m
• 3.Tools & Function Calling10m

The data you need before you deploy an agent.

• 1.Data Readiness Assessment10m
• 2.Building the Knowledge Base15m
• 3.Data Governance15m

Deep dive into a leading banking agent deployment.

• 1.Deployment Context10m
• 2.What Worked15m
• 3.What Failed & Lessons15m

Hands-on: from zero to a working agent.

• 1.Environment Setup10m
• 2.Tool Wiring10m
• 3.Deployment15m

Grounding agents in banking knowledge.

• 1.Corpus Design10m
• 2.Hybrid Search & Reranking10m
• 3.Citations & Explainability10m

When to graduate from single-agent to a crew.

• 1.Decomposition10m
• 2.Orchestration15m
• 3.Safety Rails25m

Design the human interfaces for banking agents.

• 1.Approval Gates10m
• 2.Escalation UX15m
• 3.Feedback Loops15m

Ship confidently.

• 1.Golden Datasets10m
• 2.Production Observability15m
• 3.Regression Gates15m

Regulatory landscape specific to banking.

• 1.banking Regulatory Overview10m
• 2.Documentation Requirements15m
• 3.Working with Auditors10m

Beyond compliance.

• 1.Bias & Fairness10m
• 2.Explainability10m
• 3.Transparency to End Users15m

Making agentic AI economically sustainable.

• 1.Model Cascading10m
• 2.Semantic Caching15m
• 3.Budget Alerts15m

The human side of transformation.

• 1.Communication Strategy10m
• 2.Training & Upskilling15m
• 3.Measuring Cultural Adoption15m

Bring it all together.

• 1.Capstone Brief10m
• 2.Executive Deliverable15m
• 3.Peer Review15m