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February 3, 2026 | 10 AM EST | 4 PM CET
February 3, 2026 | 10 AM EST | 4 PM CET
Digital event

Autonomous AI Agents
in Financial Services

Strategy, Best Practices & Real-World Examples
Register now

Embrace The Future
of Banking Automation

Gain a clear roadmap for deploying autonomous AI agents that will help you increase productivity, improve customer experience and reduce costs.

Join our digital event for banking executives, technology leaders, and transformation teams in banks, credit unions and building societies.

Register now

Strategic
vision

Explore why it's crucial for financial institutions to embrace autonomous AI automation.

Ready-to-use
agents

Discover real AI agents built for fast deployment in high-impact banking workflows.

Deployment
roadmap

Gain practical guidance on planning and deploying your first autonomous agents.

Success
stories

Hear inspiring case studies and testimonials from world-class financial institutions, including Nasdaq.

Why now:
Perspectives From Financial Industry Leaders

Interview:

Real-life case study
from Nasdaq

Learn how they achieved a 30% productivity improvement by deploying Creatio’s autonomous AI agents across key operational workflows.
Fireside Chat:

Banking leaders on
why the time is now

Hear a candid conversation on why the time is now to rethink productivity and workforce models with agentic automation.

Strategic Vision:
The Autonomous Agent Era in Financial Services

Why autonomous agents are the next frontier of banking automation

AI assistant agents vs autonomous agents

Supercharging ROI with verticalized agents

How autonomous agents actually work and where they create the most value

Practical Guidance:
Your Roadmap to Deploying
Agentic Automation

01
How to audit and redesign workflows to balance digital and human work
02
Typical mistakes, myths, and misconceptions to avoid
03
Best practices for fine-tuning and customizing autonomous AI agents
04
Compliance, risk management, governance, and security considerations
05
Performance monitoring, continuous improvement, and escalation management

Ready-to-Use Autonomous Agents
For Banks and Financial Institutions

Referral Generation Agent

Let your happy customers have a say.

Customer Retention Agent

Build loyalty that lasts.

Deposit Renewal Agent

Allow funds to keep growing—faster.

Loan Preparation Agent

Scale lending through automation.

Compliance Screening & KYC Agent

Ensure enterprise-grade security.

Speakers

Katherine Kostereva
CEO,
Creatio
Angela Stewart
Vice President of Corporate
Systems, Nasdaq
Andie Dovgan
Chief Growth Officer,
Creatio
Jason Olkowski
Chief Customer Officer,
Creatio
Burley Kawasaki
SVP of Creatio
Industries, Creatio
Andie Zambito
Global Chief Sales
Officer, Creatio

Register now

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