The AI Budget Report for Credit Unions 2026-27

Webinar

October 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.

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In this webinar, leaders Jamie Clisham (Machias Savings Bank) and Tonjia Coverdale (formerly of Associated Bank and Nationwide) reveal the community banking workflows best suited for agentic AI. Host Ankur Patel will guide the conversation toward real initiatives, lessons from early adoption, and practical vendor evaluation tips. The goal is simple: help other banking leaders get agentic automation right.

What you'll learn

High-impact workflow automations

  • Discover the four workflows most worth automating in community banking

Lessons from leading banks

  • Hear seasoned community banking leaders share real AI initiatives, lessons learned, and strategic outlooks

The ABCs of agentic AI vendor evaluation

  • Learn what capabilities every bank should check when evaluating agentic AI vendors

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30-minute demo

Explore how our agentic AI can automate your workflows and boost profitability.

  • Get answers to all your questions

  • Discuss pricing & project roadmap

  • See how AI Agents work in real time

  • Learn AgentFlow manages all your agentic workflows

  • Uncover the best AI use cases for your business