In his episode of the Dave and Dharm Demystify Show, host Dharm is joined by Rob Dunlap, Head of Product Innovation at Zafin, to discuss the evolving landscape of agentic AI and its applications in banking.

Rob had previously lead AI initiatives at IBM before joining Zafin making him a great subject matter expert for demystifying agentic banking.

The conversation delves into the definition and implications of agentic AI, emphasizing its transformative potential and role in automating complex financial tasks. Rob shares insights on how third-party apps are pioneering the adoption of AI in personal finance, while banks must catch up to maintain customer trust and offer personalized services.

The discussion touches on the challenges banks face, such as overcoming internal silos and ensuring regulatory compliance, and highlights the importance of human and AI partnerships. Rob also talks about the rapid pace of AI innovation and the importance of designing AI solutions for user adoption