Upcoming Webinar

Smarter Acquisition, Onboarding, and Support in Banking.

Today’s banking customers expect fast, personalized, and frictionless experiences—from the moment they engage to long after they’re onboarded. But delivering that kind of service at scale is nearly impossible with fragmented systems, manual reviews, and siloed teams.

Agentic Process Automation (APA) is changing the game. These AI-native agents don’t just automate—they orchestrate, adapt, learn, and act across the entire customer journey. From acquisition and KYC to onboarding, servicing, and retention, APA enables banks to deliver intelligent, real-time support while reducing operational drag and risk.

In this session, we’ll explore how leading banks are using APA to rewire their operating model around the customer—bridging the front, middle and back office to deliver faster, smarter service at every touchpoint.

Key Takeaways:

• How APA supports each stage of the customer journey—from acquisition to retention
• Use cases across onboarding, compliance, procurement, and customer support
• How to identify high-impact entry points for agentic orchestration
• What functional teams such as IT, operations, compliance and finance teams need to align on to scale APA
• How to measure success across CX, efficiency, and risk reduction

Simon Vasquez

Lead Solution Engineer

Automation Anywhere

Ron Wade

Global Industry Leader - Financial Services

Automation Anywhere