Virtual Summit
Agentic AI for Banking Operations Virtual Summit 2026
Autonomous Banking. Intelligent Decisions. Smarter Operations.
- 14th October 2026
- 11:00 AM ET
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Event Overview
Artificial intelligence is entering a new era. Moving beyond copilots and task automation, organizations are now exploring autonomous AI agents capable of planning, reasoning, executing complex workflows, and making operational decisions with minimal human intervention. For banks and financial institutions, this represents a significant opportunity to transform operational efficiency, customer service, compliance, and back-office processes.
The Agentic AI for Banking Operations Virtual Summit 2026 brings together banking executives, operations leaders, technology innovators, AI strategists, and digital transformation experts to examine how Agentic AI is redefining the future of banking operations.
Taking place on November 18, 2026, this executive virtual summit will feature visionary keynote presentations, customer case studies, executive panel discussions, technology showcases, and fireside conversations exploring how autonomous AI agents are streamlining loan servicing, customer support, fraud investigations, compliance workflows, payment operations, and enterprise decision-making.
Attendees will learn how leading financial institutions are deploying Agentic AI to automate complex operational processes, improve productivity, reduce costs, enhance customer experiences, and enable employees to focus on higher-value strategic work. The summit will also address critical considerations around governance, transparency, risk management, data security, and responsible AI adoption as organizations move toward increasingly autonomous operating models.
Whether organizations are beginning their AI transformation journey or preparing to scale enterprise-wide intelligent automation, this summit provides practical guidance, implementation strategies, and peer-led insights into building the next generation of AI-powered banking operations.
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Industry Insights
Gain valuable perspectives from thought leaders and experts through engaging sessions designed to keep you ahead of the latest trends and developments.
Meaningful Networking
Connect with like-minded professionals, expand your network, and build relationships that
extend beyond the event.
Why Attend
Interactive Learning
Participate in live discussions, Q&A sessions, and interactive formats that go beyond passive
listening to create a more engaging experience.
Actionable Takeaways
Walk away with practical ideas, strategies, and insights that you can implement immediately in
your professional journey
What to Expect
Industry Insights
Gain valuable perspectives from thought leaders and experts through engaging sessions designed to keep you ahead of the latest trends and developments.
Interactive Learning
Participate in live discussions, Q&A sessions, and interactive formats that go beyond passive
listening to create a more engaging experience.
Meaningful Networking
Connect with like-minded professionals, expand your network, and build relationships that
extend beyond the event.
Actionable Takeaways
Walk away with practical ideas, strategies, and insights that you can implement immediately in
your professional journey
Why Attend

Discover Solutions
Explore a diverse array of automation technologies presented by leading solution providers in the field of legal workflow and legal spend management.

Networking Opportunities
Connect with solution providers, industry experts, and peers to exchange ideas, explore potential collaborations, and build valuable professional relationships.

Practical Insights
Gain practical insights into how automation can enhance legal management efficiency, reduce risks, and drive cost savings.

Tech Showcase
Witness live demonstrations and showcases of the latest automation tools and solutions transforming legal processes.

Strategic Partnerships
Explore opportunities for strategic partnerships and collaborations that can propel your organization towards automation-driven excellence.
Key themes
Key Discussion topics
The Rise of Agentic AI in Financial Services
Building Autonomous Banking Operations
AI Agents for Customer Service and Back-Office Functions
Intelligent Workflow Automation Across Banking Operations
Human-AI Collaboration in Financial Institutions
Responsible Governance for Autonomous AI Systems
Integrating AI Agents with Core Banking Platforms
Agentic AI for Loan Processing and Payment Operations
Enhancing Operational Efficiency Through Autonomous Decision-Making
Scaling Enterprise AI Beyond Traditional Automation
Security, Compliance, and Risk in Agentic AI Deployments
Measuring ROI from AI Agent Implementations
Preparing the Workforce for Autonomous Banking
The Future Operating Model for AI-Enabled Banks
Industries

Telecommunications

Ecommerce & Retail

Pharmaceutical

Consumer Goods

Information technology

Manufacturing

Food Production

Saas

Financial Institutions

Real Estate

Telecommunications

Ecommerce & Retail

Telecommunications

Consumer Goods

Telecommunications

Manufacturing

Food Production

Saas

Computer Software

Network & Security
Who Should Attend
This summit is designed for senior executives leading banking operations, enterprise AI adoption, automation initiatives, and digital transformation.
Executive Leadership
- Chief Operations Officer (COO)
- Chief Information Officer (CIO)
- Employee Experience &Chief Digital Officer (CDO) Engagement
- Chief Technology Officer (CTO)
- Chief AI Officer
- VP Banking Operations
- Director of Digital Transformation
Banking Operations
- Retail Banking Operations
- Commercial Banking Operations
- Payments Operations
- Lending Operations
- Customer Service
- Shared Services
- Operational Excellence
AI & Technology
- Artificial Intelligence
- Intelligent Automation
- Enterprise AI
- AI Engineering
- Machine Learning
- Process Automation
- Innovation
Digital Transformation
- Business Transformation
- Process Excellence
- Enterprise Architecture
- Technology Strategy
- Automation CoE
- Platform Engineering
Governance & Risk
- AI Governance
- Enterprise Risk
- Compliance
- Information Security
- Operational Risk
- Responsible AI
Event Moderator
Speakers
- Phone:+1 (859) 254-6589
- Email:info@example.com
Megan Barbier
Chief Human Resources Officer Xactly Corporation
- Phone:+1 (859) 254-6589
- Email:info@example.com
Dr. Darlene Hunter
VP, Head of HR CEO, EmployeeShield
- Phone:+1 (859) 254-6589
- Email:info@example.com
Stephen Brooks
VP, People Experience at Generate Capital.
- Phone:+1 (859) 254-6589
- Email:info@example.com
Rhonda Davenport
Chief People Officer, Founder & Principal, RD Advisory
- Phone:+1 (859) 254-6589
- Email:info@example.com
Patrice Graves
Founding Member, coNEXTions
- Phone:+1 (859) 254-6589
- Email:info@example.com
Nikki Mohler
HR Director, Americas at Novacel, Inc.
- Phone:+1 (859) 254-6589
- Email:info@example.com
Micheal Watson
Director of Customer Agentic Enablement Eightfold
Platinum Sponsor
Silver Sponsor
Gold Sponsor
Previous Partners
Testimonials from our Previous Virtual Events
AVOXI - Platinum Sponsor
I thought it went great. The questions we received were really great as well and I enjoyed the panel I will tell you that out of the 3 virtual conference events we've sponsored over the last 2 years, this one has been the best organized and executed. Thank you!
Megan Evitfs
Event Manager - Avoxi
Agenda was great, solid group of presenters. Overall experience was great
Shaun Marshall
Vice President of Customer Experience at Careismatic Brands
We should be thinking about the employee experience. If we are wanting to stay competitive in our market, we should be thinking about how we are using technology to elevate our brand and services. I enjoyed engaging with the other experts and practitioners in this field and hearing and learning from them at the event.
Devon Savoy
Group Product Manager - Customer Experience at Macmillan Learning
The content was great for a Junior level CX leader. The content was good, the questions were good as well as the follow-up conversations.
Todd Sale
Sr. VP Customer Experience Operations at Fleetcor
My key takeaways from the events were - Ways to be more efficient, first-call resolution importance and different ways for team organization. It was a great first time speaking at a virtual event and it went smoothly. Thanks to Techsommet!
Chelsea Gstohl
Vice President of Contact Center at Pelican State Credit Union
It was a pleasure working with Techsommet and serving this event and really strong panel you put together. I hope to have added value to it. The audience and other panelists agree that it was a good experience.
Neal Topf
President and Co Founder Callzilla
Great! Valuable and informative event and a nice way to virtually network with the like-minded Director of Legal Operations at Temple Health
Lindsey Marandola
Director of Legal Operations at Temple Health
