Program Modules
- 1The Narrative: From the 'Spreadsheet Factory' to the Orchestration Era
- 2Strategic Options for Transformation: Benefits and Risks
- 3The Regulatory Moat and Data Foundation
- 4The Case Study: Leading Through the Agentic Transition
- 5The 30-Day Implementation Roadmap
Program Overview
The global financial landscape has entered the era of "unconstrained banking." The strategic imperative has shifted decisively from linear scaling, the archaic model of hiring more headcount to manage volume, to exponential scaling driven by agentic AI.
For decades, the industry operated as a "Spreadsheet Factory," where junior analysts functioned as human processors, their value measured more by physical endurance than analytical nuance. This era is over. According to the Fidelity DNA Study, a productivity crisis has left advisers spending only 33% of their time with clients, while 67% is consumed by administrative and compliance work.
Key Outcomes
- A clear framework for choosing the right AI transformation path for your institution
- Understanding of the "Redeployment Dividend," shifting talent from administrative work to high-value client strategy
- Board-ready metrics connecting AI investments to enterprise ROI
- A 30-day implementation roadmap with specific actions for workflow audit, strategic verifier recruitment, and governance protocols
Who Should Attend
This program is designed for banking and financial services leaders who are responsible for steering their institutions through the agentic revolution: COOs, CTOs, CROs, Heads of Retail and Commercial Banking, and board members seeking to understand the strategic implications of autonomous AI.
Frequently Asked Questions
Who should attend The Banking Agentic Revolution program?
This program is designed for C-suite executives and senior banking leaders, including COOs, CTOs, CROs, Heads of Retail and Commercial Banking, and board members, who are responsible for steering their institutions through the transition from traditional operations to agentic AI-powered banking.
What is the 'Spreadsheet Factory' concept in banking?
The 'Spreadsheet Factory' describes the legacy operating model where junior analysts function as human processors, their value measured by physical endurance rather than analytical nuance. According to the Fidelity DNA Study, advisers spend only 33% of their time with clients while 67% is consumed by administrative and compliance work. This program prepares leaders to transition beyond this model using agentic AI.
Interested in This Program?
Contact us to discuss how this program can be customized for your organization.