Webinars

Browse our curated webinar library covering agentic AI in finance and insurance.

featured webinar

AI Agents & Lending: Unlock Your Competitive Edge

Ankur PatelFounder & CEO, Multimodal
Thomas ShawCMO & CTO, OCMBC, INC.

Past webinars

AI strategyFebruary 18, 2026

AI Agents & Lending: Unlock Your Competitive Edge

With interest rates dropping, 2026 will be a busy year for lenders. This live session shows you how to implement agentic AI fast, before slow lending processes cost you deals.

Ankur PatelFounder & CEO, Multimodal
Thomas ShawCMO & CTO, OCMBC, INC.
Erin SchmidtVP of Mortgage Operations, FORUM CU
Melissa PedersonChief Lending Officer, Wescom Financial

FinanceNovember 20, 2025

Unlocking Alpha with Agentic AI: Transforming PE Fund Operations

Learn how agentic AI is transforming fund operations and driving measurable ROI in private equity, with Ankur Patel and a panel of leading PE executives.

Ankur PatelFounder & CEO, Multimodal
Brent AlvordManaging Director, Sweetwater Private Equity
RC WillenbrockBuilder & Investor, RCVC

FinanceOctober 8, 2025

Agentic AI in Banking: The Art of the Possible

Discover how community banking executives are using agentic AI to automate complex workflows while maintaining compliance and personal touch.

Ankur PatelFounder & CEO, Multimodal
Jamie ClishamSVP, Analytics and Product, Machias Savings Bank
Tonjia Coverdale3x Tech CXO, Fortune 100 Executive

FinanceSeptember 10, 2025

Agentic AI in Credit Unions: The Art of the Possible

Discover how credit unions are using agentic AI to streamline operations, stay compliant, and keep the member experience personal.

Ankur PatelFounder & CEO, Multimodal
Claire GrosjeanSenior Director, Business Process Management, Tech CU
Andrew MattinglyCOO, FORUM Credit Union
Shawn DunnVP of Data & Analytics, WSECU

AI strategyFebruary 29, 2024

AI Adoption Strategies: Buy, Build or Partner

Explore the complexities surrounding AI integration within organizations with insights from leading AI experts.

Ankur PatelFounder & CEO, Multimodal
Suzanne RabicoffFounder, The Pie Grower

InsuranceJanuary 24, 2024

AI in Underwriting: Improving Risk Assessment Processing

Gain insights into how AI can streamline underwriting — one of the most difficult processes to automate out there. Watch the full webinar here.

Ankur PatelFounder & CEO @ Multimodal
Nathan LianStrategic Advisor @ Multimodal

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