In 2025, banks face margin compression, tech disruption, and rising compliance demands. Agentic automation—AI-driven systems that learn, adapt, and make decisions—offers a path to greater efficiency, agility, and customer satisfaction. Unlike earlier RPA or AI tools, agentic automation orchestrates end-to-end workflows, handling unstructured data and judgment-heavy tasks. Use cases span from client onboarding to fraud detection and regulatory reporting. With the right foundations in automation, data readiness, governance, and change management, financial institutions can scale operations, enhance compliance, and lead in a rapidly evolving industry.

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