On-Demand Webinar

AI agents in financial services – driving business value

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    English

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Speakers

Steve Tetrault

Steve Tetrault

Vice President of Strategic Growth, Financial Services

steve.tetrault@neudesic.com

Overview

As financial institutions face increasing pressure to deliver faster, more accurate, and more efficient services, AI agents are emerging as key enablers of end-to-end process automation. From zero-touch loan origination to intelligent document processing, this session reveals how AI agents are driving measurable ROI and operational efficiency. We’ll explore real-world use cases across banking, life insurance, health insurance, and property & casualty—covering high-impact areas like fraud detection, claims automation, underwriting automation, and straight-through loan processing.

Explore how AI agents are transforming the financial services and insurance industries in this exclusive webinar, where we dive into real-world applications, high-impact use cases, and a live demonstration of agent-driven automation in action.

Whether you’re exploring generative AI for the first time or looking to scale your current AI initiatives, this session offers strategic insight and practical guidance to unlock business value with AI agents in financial services.

Highlights

Topics covered

  • Where and how financial services and insurance leaders are investing in AI agents today
  • A visual breakdown of effort vs. ROI across core AI agent use cases
  • A live demo showcasing how AI-powered validation accelerates processes

Agenda

  1. Introduction
  2. Industry Trends and ROI Analysis
  3. The Shift to End-to-End Automation
  4. Case Study: Payment Exception Processing
  5. Live Demo
  6. Q&A and Closing

Speakers

Steve Tetrault

Steve Tetrault

Vice President of Strategic Growth, Financial Services

steve.tetrault@neudesic.com

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Watch Now.

Subject to Neudesic's Privacy Policy, you agree to allow Neudesic to contact you via the email provided for scheduling and marketing purposes.