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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.
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.