Where Agentic AI is delivering results today across AML/KYC, broker commission statements, document heavy workflows, and contact centers.
How to move from isolated experiments to a governed, scalable operating model that your risk, compliance, and technology teams can support.
Practical steps for getting started using accelerator led approaches and trusted implementation partners.
AI AGENTS
FOR BFSI
Where they deliver value now,
and the roadmap to scale.
Date: December 17th, 2025 | Time: 2:30 PM ET
AI Agents for BFSI
An executive discussion with Automation Anywhere and Lydonia
AI and automation are no longer experiments in financial services, some banks and insurers are already scaling them into core operations. The gap is widening between those who are learning in production and those who are still running pilots.
Join this 60 minute executive session for Banking, Financial Services, and Insurance leaders to learn how Agentic Process Automation (APA) and AI Agents are being deployed today in real environments, reducing manual effort, improving controls, and strengthening customer experience without adding risk or complexity.
You will hear perspectives from Automation Anywhere and Lydonia on:
No hands on lab. No product training. Just a pragmatic, co led discussion to help you gain a clear view on next steps.
Spots are limited, secure yours now!
Agenda:
2:30 – 2:35 | Welcome & Opening
Brief introductions, session goals, and how we'll use the hour.
2:35 – 2:45 | The State of AI in BFSI
A concise, practical look at where banks, insurers, and financial services organizations are actually applying Agentic AI and APA today—through the lens of risk, regulation, and measurable business outcomes.
2:45 – 3:00 | Agentic Accelerator with Todd Foley
Learn a proven way to rapidly drive high-value adoption of APA, avoid common pitfalls, and measure the metrics that matter to achieve ROI-positive results.
3:00 – 3:15 | Customer Stories & Priority Use Cases
Interactive discussion of real-world scenarios and stories.
3:15 – 3:25 | Path to Adoption & Proving ROI
Concrete steps for moving from pilots to scaled programs: stakeholder alignment, control frameworks, success metrics, and a view leaders can act on.
3:25 – 3:30 | Live Q&A + Next Steps
Open Q&A, key takeaways, and clear options for continued exploration with Automation Anywhere & Lydonia.