Agentic AI Blueprint for Financial Services

02/06/2025 5 min

Listen "Agentic AI Blueprint for Financial Services"

Episode Synopsis

This episode presents a blueprint for financial services firms to adopt Agentic AI, defining it as autonomous AI that supports key business functions. It outlines five strategic areas—Customer Service Automation, Risk Management & Compliance, Investment Portfolio Management, Regulatory Reporting Automation, and Knowledge Management & Decision Support—where this technology can significantly reduce costs and improve efficiency.