AGENTIC AI SOLUTIONS FOR BANKS

Modernize core banking processes with autonomous AI agents

This white paper explores how autonomous AI agents are transforming core banking operations, offering solutions to modernize legacy processes, improve efficiency, and ensure compliance. It presents six high-impact use cases driving immediate ROI and provides a strategic roadmap for successful implementation of AI in banking environments.

INSIDE THE PLAYBOOK

Why financial institutions need autonomous AI agents now

Today's banking systems weren't designed for the digital-first world. Manual processes, fragmented systems, and staff burnout are creating friction that impacts both operational efficiency and customer experience. Autonomous AI agents offer the strategic solution by:

Modernizing legacy processes that slow operations and frustrate customers
Breaking down data silos resulting from years of mergers and acquisitions
Reducing staff burnout by eliminating repetitive tasks and false-positive alerts
Ensuring compliance with evolving regulatory requirements
Maintaining human oversight for critical decisions while automating routine work

Fraud detection & transaction monitoring

Real-time pattern identification with risk-based alert ranking to minimize false positives

Contract generation & review

Automate drafting, term extraction, and inconsistency flagging for faster, more accurate document processing

New customer onboarding

Streamline identity verification and data extraction, reducing application abandonment while improving compliance

Lending & mortgage origination

Accelerate document processing and risk assessment for faster approvals and improved customer satisfaction

Treasury management & risk assessment

Enhance forecasting and real-time risk pattern detection for more informed decision-making

Knowledge management

Leverage semantic search and intelligent document summarization to put critical information at your employees' fingertips

WHY READ THE PLAYBOOK?

Best practices to implement agentic AI solutions for banks

Unlike generalized AI solutions, financial institutions require purpose-built solutions that address banking's unique security and compliance requirements. The white paper provides a strategic roadmap to successfully deploy agentic AI solutions for banks, including:

The critical factors for selecting high-value use cases
Platform requirements for banking's security and compliance needs
Implementation best practices from successful deployments
Strategies for scaling from departmental wins to enterprise transformation

What sets industry leaders apart?

The distinction between AI experimentation and transformation comes down to execution. While many banks have made significant investments, only those taking a strategic, platform-based approach are seeing measurable returns.

This comprehensive playbook shares the strategies that separate the 11% of successful implementers from those still struggling with fragmented point solutions.

AGENTIC AI SOLUTIONS FOR BANKS

Modernize core banking processes with autonomous AI agents

Is your bank struggling to deploy AI beyond proof of concept?

This industry-exclusive white paper from Vertesia and Banking Dive provides senior IT and operations leaders with actionable insights for deploying autonomous AI agents across retail, commercial, wealth management, and corporate banking environments.