On Demand Course

Intelligence Automation in Fintech: The Rise of Agentic AI

Gain a better understanding of how to integrate these tools without compromising compliance or customer trust.

Learning Objectives

After attending this presentation, participants will be able to: 

  • Review what agentic AI is  
  • Describe autonomous workflows 
  • Discuss governance and oversight
  • Analyze balancing automation with human-in-the-loop models
Angela Murphy 1 HR

About This Course

Agentic AI—AI that acts independently to achieve goals—is no longer theoretical. In this webinar, we’ll explore how agent-based systems are reshaping operations across financial services, from customer onboarding to real-time decisioning. Learn how to evaluate use cases, balance autonomy with oversight, and integrate these tools without compromising compliance or customer trust.

Topics covered in this session

  • What is agentic AI? Definitions and relevance to financial services
  • Autonomous workflows: onboarding, decisioning, and dispute resolution
  • Governance and oversight of intelligent systems
  • Balancing automation with human-in-the-loop models
  • Innovation roadmap: how to explore agentic AI without losing control

 

*This program does NOT qualify, nor meet the National Standard for NASBA accreditation. 

Your Instructor

Angela Murphy
Angela Murphy

- 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.

Training your team?

This course is covered under team memberships.

See Team Memberships
Buying for yourself?
$ 99
Included with Team Membership
Training your team?

This course is covered under team memberships.

See Team Memberships
$ 99
per attendee