Branches work best when staff focus on relationships, not paperwork. Yet most institutions lose significant staff time to routine workflows: account opening, loan qualification, compliance verification. Agentic AI solves the operational bottleneck. Unlike traditional automation, it executes workflows autonomously while staying within guardrails. This frees staff to deliver the experience your customers actually value. But deployment matters more than technology. CFIs succeeding aren't the ones with the fanciest AI; they're the ones being intentional about three things: which workflows unlock real value, how guardrails enable rather than constrain, and what success actually looks like. In this session, we'll walk through the framework for practical adoption and share real outcomes from CFIs already in production. Attendees will leave with:

• A framework for evaluating any workflow for agentic AI deployment: Which workflows create the most value? How do guardrails enable speed? What does success measure?

• Clarity on why traditional automation fails and where agentic AI creates competitive advantage operationally.

• Specific strategies for deployment: authorization controls, escalation rules, and audit approaches that maintain compliance while enabling speed.

• Real insights from a customer in production: time savings, staff adoption, compliance outcomes, and business impact.

Abhishek Tiwari, CPO, Eltropy

Saahil Kamath, VP Product, Eltropy