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AI in Financial Services

Reimagining Banking Functions: How Generative and Agentic AI are Shaping the Future

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Overview

This white paper explores how Generative and Agentic AI are transforming financial services, enabling smarter decision-making, enhanced customer experiences, and operational efficiency. Gain insights into how financial institutions can harness these technologies to stay competitive and compliant in a rapidly evolving landscape.

Key Takeaways

  • AI Applied

    Real-world examples of generative and agentic AI improving back-office operations, customer service, and compliance execution.

  • Front Office

    How AI personalizes customer interactions and automates workflows across sales, service, and relationship management.

  • Integration Practice

    Practical approaches for adopting AI into existing systems and processes without disrupting core operations.

  • Governance Readiness

    How to manage AI risk and regulatory obligations while building a workforce equipped to operate alongside these systems.

About Author

Rohit Gore

Corporate Vice President and Head – Digital Services

Rohit Gore is a digital transformation leader with over 25 years of experience, currently serving as the Vice President and Head of Digital Services at Anaptyss. He has managed large-scale practices focusing on AI, Customer Experience (CX), and Low Code/No Code platforms across industries like Financial Services and Manufacturing. Rohit has successfully led digital journeys for cloud-native organizations and collaborated with global firms like Fujitsu and Infosys. An advocate for technology and leadership, he is also an accomplished author featured in leading publications such as the Times of India and Indian Express. His expertise in Digital Process Automation and strategic innovation empowers businesses to excel in the digital era.

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