How Millions of Banking Conversations Shaped Next-Gen Agentic AI

After handling millions of conversations a year for financial institutions, we have developed a clear view of how AI can deepen customer relationships. Instead of starting with technology first, we anchor on what these conversations reveal about customer expectations, operational friction, and where our customers want us to innovate next.

Those insights led us to focus on Operating Procedures and Agentic AI as the next generation of innovation designed to deliver smarter, more intuitive service experiences.

We will walk through how we are shifting from intent to Operating Procedures and Agentic AI that can reason, act, and serve all channels from a single AI platform built on unified institutional knowledge. You will see how financial institutions are using this approach to solve specific pain points, such as call center overflow and employee knowledge gaps, while staying in control of risk, policy, and pace of change.

Attendees will leave with a roadmap to adopt AI at their speed, aligned to their biggest strategic priorities, not ours.