🏦 From Chatbots to Decision-Makers: How Agentic AI Automates Resource-Heavy Tasks
Hear it straight from Dr. Sina Wulfmeyer, Chief Data Officer at Unique, a Swiss-founded AI platform for finance that just secured $30M in Series A funding on Feb 28.
In this exclusive Future Bank Working Group session, Sina unpacks the game-changing role of Agentic AI in banking—where AI goes beyond automation to actively reason, plan, and take initiative.
🔹 How does Agentic AI streamline workflows and enhance client services?
🔹 Real-world use cases in retail banking and key compliance considerations to keep in mind.
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And I wanted to show or share with you these pyramid of complexity which I think is a very good visual help to understand where we currently stand. So when we talk about retail banking and especially in Switzerland and Europe, I would say for the last 10 years, 15 years, we had a lot of rule based decisions in in a bank. So for example, you have an Excel sheet and this Excel sheet is filtered by department or by client type or by asset. Under management. So this is still the majority of use cases that we see that are rule based. The second step, which is an intermediary step to an agentic workflow is a large language model with fixed processes, which means the agent doesn't decide autonomously, but we give the agent certain steps that the agent has to fulfill. And here on the right side you see an example, which is a due diligent assistant that we have built. But we give the assistant certain steps that have to be done step by step. So by the due diligence assistant, for example, the first step is to find the documents. So let's say we want to do a due diligence on target A. So the assistant needs to go and find all the documents regarding target A.
Urs Bolt 博尔特, The Banking Academy, TAB Global