The future of agentic AI in banking and financial services is projected to have an enormous impact on the industry. In early days, understanding the potential roles of agentic AI and identifying use cases with the highest impact are critical to creating a successful strategic playbook and implementation. Whether it's personalized wealth management, customer service automation, credit and lending decisions, or fraud detection, it's imperative to understand the business value and return on investment (i.e., the reduction in cost-to-serve or an increase revenue through hyper-personalization). The roundtable will discuss the early use cases with the greatest promise and what key performance indicators are being used to measure successful agentic AI initiatives.
