How Banks Move Beyond GenAI Experiments to an Agentic Operating Model

From Pilots to Agents

In our new eBook on AI in banking, written by Josef Dvořák, our AI Director, you can learn how agentic banking is transforming financial services by combining advanced artificial intelligence with strong human oversight. The book explains how banks can automate complex processes, enhance customer experiences, and remain compliant with evolving regulations. It highlights the importance of clear roles, measurable performance indicators, and a thoughtful strategy for scaling artificial intelligence safely and sustainably, offering practical examples and a proven roadmap.

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Chapter highlights:

  • Chapter 1: From hype to hard numbers: Why pilots stall
  • Chapter 2: What is an “agentic bank”?
  • Chapter 3: Evidence that it works when governed
  • Chapter 4: How to operate agents safely
  • Chapter 5: Measuring Success: KPIs and Business Impact
  • Chapter 6: The roadmap: From pilot to agentic bank in 2 years
  • Chapter 7: Key Roles and Responsibilities in Agentic Banking
  • Chapter 8: Build vs. buy: Decision guardrails
  • Chapter 9: Boardroom Readiness: Addressing Leadership’s AI Concerns
  • Chapter 10: Accelerating Safe AI Adoption

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