Financial institutions are under growing pressure to do more with less while keeping pace with increasingly sophisticated financial crime. Many see agentic AI as an essential answer, but building a compelling business case requires more than a vision. It requires measurable outcomes, stakeholder confidence and a practical path forward.
In this webinar replay, join Cheryl Friedenbach, AVP, AML Product Strategy at Nasdaq Verafin, for a discussion with David Dawson, BSA Officer at FNBO, and Jon Robinson, SVP, Compliance Risk Data & Analytics Director at Origin Bank. Drawing on both customer experiences and industry expertise, they’ll share practical insights for evaluating the Agentic AI Workforce, demonstrating value and building confidence among executive, risk and governance stakeholders.
Gain real-world perspectives from financial institutions and leaders who have already taken the journey, including how they established the right success metrics and navigated governance and executive buy-in. Hear what mattered most, what they learned along the way and what they would recommend to peers evaluating their own AI strategy.
What You’ll Learn
- How to begin with a clearly defined business challenge rather than adopting AI for its own sake.
- What can help move an internal conversation from initial interest to demonstrated business value.
- How controlled testing and measurable outcomes can strengthen organizational confidence.
- Which evidence matters most to executive leadership and governance stakeholders.
- How existing data, workflows, permissions and controls support the business case.
- Practical lessons for navigating AI governance while continuing to advance innovation.
- What financial institutions should consider as they plan the next stage of their AI journey.
