Where the Future of BFSI Takes Shape 

The financial services landscape is undergoing one of the most profound transformations in its history. As the industry embraces the power of cloud computing, AI, and digital-first business models, traditional systems of engagement and decision-making are being redefined. The future belongs to institutions that can move beyond process automation and analytics, to intelligent, autonomous ecosystems capable of learning, adapting, and acting in real time. 

In this era of rapid change, Agentic AI is emerging as the next frontier. Unlike conventional AI, which relies on pre-programmed responses and limited models, Agentic AI enables self-directed, goal-oriented systems that can reason, plan, and execute complex tasks with minimal human intervention. For financial institutions, this shift represents an opportunity to unlock unprecedented levels of agility, personalization, and operational intelligence. 

About the Roundtable 

This exclusive, invitation-only roundtable hosted by Xebia convenes senior leaders across Banking, Financial Services, and Insurance (BFSI) to explore how Agentic AI is reshaping every aspect of the financial enterprise, from customer experience to compliance. 

In a closed-door setting, industry visionaries will exchange perspectives on how to responsibly harness AI to achieve scalable innovation, regulatory resilience, and customer-centric growth. Through interactive discussions and real-world case studies, participants will uncover actionable strategies to integrate autonomous intelligence into core business processes and customer journeys. 

Key Themes of Discussion 

1. Intelligent Onboarding and Personalization
   Reimagine the first moments of customer engagement. Discover how AI-powered agents can deliver seamless onboarding experiences,eliminate friction, and build trust through hyper-personalized journeys that adapt to each individual’s financial goals and behaviors. 
2. The Future of Lending and Credit Intelligence
   From credit scoring to portfolio optimization, Agentic AI is enabling smarter, data-driven lending ecosystems. Learn how leading institutions are using adaptive intelligence to balance growth with risk, accelerate decision-making, and expand financial inclusion.
3. Proactive Risk Management and Compliance
   In a regulatory environment that demands precision and transparency, Agentic AI offers a new way forward. Explore how autonomous systems canidentify emerging risks, detect anomalies in real time, and ensure compliance without compromising agility or innovation. 
4. Redefining Customer Engagement
   Move beyond reactive service models towardproactive, conversational, and context-aware interactions. See how intelligent virtual agents and AI copilots are transforming how financial brands communicate, predict needs, and strengthen customer relationships at scale. 

Why Attend: 

• Connect with peers shaping the future of BFSI transformation. 

• Gain insights from experts and early adopters of Agentic AI across financial domains. 

• Exchange perspectives on the strategic, technological, and ethical dimensions of AI-driven automation. 

• Discover frameworks for building agile, compliant, and resilient financial ecosystems powered by intelligent automation. 

This roundtable is designed not just as a discussion, but as a collaborative think tank for the leaders redefining how financial organizations operate in an increasingly autonomous digital economy.

Who should attend: 

• VP and above 

• CIO 

• CISO 

• Digital Banking Head / President 

• Head of Risk Management