Agentic AI 101 for Banking Leaders
About This Course
Agentic AI is quickly emerging as a transformative force in financial services, enabling banks to move beyond static automation toward intelligent, goal-driven systems that act in real time. This course is designed specifically for banking leaders who need clarity — not hype. Attendees will gain a practical understanding of what agentic AI is, how it differs from existing AI tools, and where it can safely and effectively be applied within regulated financial institutions. The course will also address the critical role of data quality, governance, and human oversight, helping leaders evaluate opportunities through the lenses of risk, compliance, and operational readiness. You will leave with a clear mental model, concrete use cases, and a leadership-level roadmap for responsibly exploring agentic AI in your organization.
Topics covered in this course
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Overview
- Why agentic AI is different from traditional AI and automation
- Why this matters now for banks and credit unions
- Agentic AI Explained — In Plain English
- What agentic AI is (and what it is not)
- How AI agents differ from chatbots, RPA, and predictive models
- The concept of digital workers and task-specific agents
- Where Agentic AI Is Already Creating Value in Banking
- Real-world banking use cases: onboarding, credit, compliance, operations, and service
- Moving from batch decisions to real-time, event-driven intelligence
- What qualifies as low-risk, high-impact early wins
- The Data, Governance, and Risk Reality Check
- Why trusted, context-rich data is the foundation of safe agentic AI
- Model transparency, data lineage, and auditability expectations
- Human-in-the-loop design and regulatory considerations
- Getting Started: A Practical Roadmap for Leaders
- How to scope the first agentic AI initiative
- Operating models: centers of excellence vs. federated experimentation
- Sample questions boards and regulators might ask
- Key Takeaways & Leadership Next Steps
- What to prioritize in the next 6–12 months
- How to avoid common missteps
- Final thoughts and close
*This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Your Instructor
- Angela Murphy, Ph.D.—widely known as Payments Elsa—is a leading voice at the intersection of faster payments, artificial intelligence, and fintech innovation. With a Ph.D. and years of hands-on experience in B2B payments, solutions integration, and financial technology, Angela bridges the gap between emerging technologies and practical strategy, helping financial institutions transform how money moves.
- A trusted advisor and strategist, Angela works with banks, credit unions, and fintechs to navigate the complexities of real-time payments, behavioral AI, and digital infrastructure modernization. Her work is grounded in deep market insight and a relentless drive to make complex financial concepts clear, actionable, and inclusive—for industry leaders and everyday users alike.
- Angela is a graduate of the PayTech Women Executive Academy and the Money20/20 RiseUp program, and she was named the 2024 Emerging Trendsetter by PayTech Women. She is also a Founding Fellow of Coruzant Technologies and a passionate advocate for diversity, equity, and representation in financial services and technology.
- A dynamic speaker and educator, Angela frequently delivers webinars and guest lectures for institutions such as UC Berkeley, the University of Missouri’s Bloch School of Business, and the Regnier Institute for Entrepreneurship and Innovation. Her thought leadership has been featured across global podcasts and media, including The Payments Podium, Cybersecurity Matters, PCN, Off the Rails, Wrestling Payments, and Versatile Ph.D.
This course is covered under team memberships.
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