AI Agents in Financial Services:

Solving the CX, Compliance & Cost Dilemmas

 

How Financial Institutions Are Rethinking Service with AI-First Strategies, with Insights from Cognigy and BearingPoint 

August 20, 2025, 11:00 am CEST

 

Hosted in partnership by:

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AI Agents in Finance

Financial institutions face increasing pressure to manage rising operational costs, strict compliance requirements, and changing customer expectations. Traditional customer service models relying heavily on legacy systems and manual processes are struggling to keep up. 

Meanwhile, 81% of financial organizations already utilize AI to manage customer interactions effectively, with 72% reporting measurable financial benefits. AI has moved beyond experimentation and become an essential pillar of customer service operations. 

Join Cognigy and BearingPoint in this exclusive webinar to explore how AI Agents are helping financial institutions transform service delivery, reducing costs, scaling support, and enhancing CX, all while staying compliant. 

 

What You’ll Learn:

  • Common service bottlenecks in banking, insurance & fintech 
  • How AI Agents automate tier 1 requests and strengthen compliance
  • Why a composite approach blending Agentic and rule-based AI is the most effective for FSI
  • Real-world AI implementations from leading financial and insurance institutions
  • The real business impact of AI Agents: 
    • 41% CSAT increase 
    • 35% boost in sales 
    • 29% reduction in operational costs 

 

Who Should Join?

This session is ideal for decision-makers and innovators in financial services who are navigating digital transformation, CX improvement, or cost reduction initiatives. 

Financial services companies with strong ROI are doubling down on AI to gain competitive advantage. Are you? 

Don’t miss out! register now to secure your spot. 

 

 

 

 

Register now!

Meet the Speakers

Markus Ring

Markus Ring

Director AI Transformation

Björn Koch_BearingPoint

Björn Koch

Director Insurance