—— Webinar · Financial Services ——
Agentic AI for Banking: Turning Regulated Data into Always‑On Financial Intelligence
Date:
To be announced
Duration:
60 min + live Q&A
Online:
Free to attend
60 min
Live Session + Q&A
60%+
Reduction in manual analysis
Live
Agent Banker demo
End‑to‑end
Raw data to governed output
—— About this webinar
The challenge every bank faces, solved live
Banks sit on massive volumes of fragmented, regulated data spread across core banking, trading, risk, and compliance systems. Manual analysis, spreadsheet workflows, and siloed tools slow decisions, drive up costs, and expose institutions to operational and regulatory risk.
At the same time, building reliable AI agents on top of this data is hard. Models must understand complex financial context, respect strict governance, and deliver explanations auditors can trust.
Join zeb and Databricks to see how leading financial institutions are moving beyond pilots,
deploying agentic AI that acts on live data, respects strict entitlements, and delivers answers that compliance and model risk teams can trace. You’ll see:
- Unify regulated financial data: bring together trading, lending, KYC, and risk data on the Databricks Data Intelligence Platform for smarter, safer agents.
- See Agent Banker in action: a purpose-built agentic application for banking, running live on the Databricks Data Intelligence Platform, automating complex financial workflows end-to-end.
- Governance built in, not bolted on: Unity Catalog, audit trails, and evaluation tools that ensure agents honour entitlements and produce regulator-ready outputs.
- A realistic path from POC to production: reference architectures and prebuilt workflows that compress deployment from months to weeks.
—— What you’ll gain
What you’ll walk away with
01
A clear picture of the challenge
Why fragmented, regulated data is the root cause of slow decisions, and what modern architecture solves.
02
A live demo of banking agents
Real workflows across credit, fraud, risk and reporting, automated by AI agents acting on governed live data.
03
Governance regulators trust
How Unity Catalog and audit trails ensure agents respect entitlements and produce outputs MRM teams can review.
04
A path from pilot to production
Reference architectures and prebuilt workflows that let your team move fast without sacrificing control.
—— Programme
Agenda
1
Opening & Context
The data and AI challenge facing banks today, and why the window to act is now.
2
Platform Overview
How the Databricks Data Intelligence Platform unifies data, governance, and AI agents on a single fabric for regulated institutions.
Live Demo: Agent Banker
See Agent Banker in action, automating complex banking workflows on live, governed data with full audit trails and explainable outputs.
Live Demo
4
Outcomes & ROI
Real-world results from financial institutions already running agentic AI in production.
5
Your Path Forward
Engagement options, reference architectures, and how to go from exploration to production in weeks.
Q
Live Demo: Agent Banker
See Agent Banker in action, automating complex banking workflows on live, governed data with full audit trails and explainable outputs.
Live Demo
—— Is this for me?
Who should attend
→ Chief Data & AI Officers (CDAO / CDO)
→ Data Engineering & Analytics Teams
→ Heads of Commercial & Institutional Banking
→ Digital Transformation Programme Leads
→ Technology & Architecture Leaders
→ Heads of Relationship Management
→ Model Risk & Compliance Officers
→ Innovation & Strategy Teams
—— Your hosts
Speakers
Sid Vivek
Head of AI
zeb
Brian Land
Sr. Manager, Field Engineering
Databricks
—— The organisations
About the organisers
zeb
A leading digital transformation strategy partner for financial services. With a global track record across retail, commercial, and investment banking, zeb helps institutions move from data strategy to production AI at pace.
Databricks
The Databricks Data Intelligence Platform is trusted by the world’s leading financial institutions to unify data, governance, and AI, providing the foundation on which Agent Banker is built: governed pipelines, Unity Catalog, and Mosaic AI working together in production.
Trusted by global banks
Free to attend
Reserve your place
Complete the form and we’ll send your access details.
Don't miss this. Seats are limited.
A live 60-minute session with a real demo, real data, and the people building agentic AI for banking right now.
