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February 12, 2026 | 10 AM EST | 4 PM CET
Global
Global Asia-Pacific
February 12, 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 from leading organizations in the BFSI sector.

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 Agent

Identifies referral opportunities, engages customers and employees, and tracks referrals through conversion.

Renewal Agent

Monitors upcoming renewals, generates personalized offers, and guides customers through completion.

Retention Agent

Detects early churn signals, triggers retention strategies, and executes personalized actions to protect revenue.

Customer Onboarding Agent

Validates customer data, runs checks, and pre-verifies documents to speed up approvals.

Loan Preparation Agent

Gathers and structures loan data, validates documents and eligibility, and accelerates loan readiness.

Loan Servicing Agent

Manages loan servicing, automates payments and events, and engages customers with timely updates.

Speakers

Katherine Kostereva
CEO,
Creatio
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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