Agentic AI Banking & Insurance
From Pilots to Governed Enterprise Impact
A closed-door executive webinar for CIOs, CTOs and AI & Digital Transformation Leaders on moving AI from experimentation to measurable enterprise value.
📅 Date
Thursday, 18 June
🕖 Time
11:30AM - 12:30PM IST
💻 Format
Virtual Webinar
🔒 Access
By Invitation Only
Please Fill The Registration Form Below
The Boardroom Question Has Changed
Most banks and insurers have already experimented with GenAI. Far fewer have turned it into governed business impact.
Agentic AI is shifting from simple copilots to workflow orchestration, decision support and operating leverage. The boardroom question has moved from "What is our AI strategy?" to "Where is the measurable value — and can we scale it safely?"
In regulated BFSI, speed without governance creates risk, not transformation.
For CIOs and CTOs, the challenge is no longer just access to AI models. The real complexity lies in production execution — data boundaries, legacy integration, risk controls, human oversight, architecture, ownership, ROI, and regulatory confidence.
The Winners Will Be...
Not the institutions that experiment the fastest — but the ones that scale AI responsibly, with clarity on value, risk, and operating discipline.
- Production execution over experimentation
- Governance as a competitive advantage
- Measurable ROI at enterprise scale
- Regulatory confidence built in
Walk Away With Clarity and a Plan
By the end of this dialogue, participants will leave with actionable intelligence across five critical dimensions of enterprise AI adoption.
Real BFSI Value
A sharper lens on where Agentic AI can create real value — across customer servicing, claims, underwriting support, fraud, compliance, knowledge operations, IT operations, and internal productivity.
High-Impact Use Cases
How to identify high-impact use cases and avoid pilot theatre — evaluate based on business value, feasibility, risk, governance readiness, and scale potential.
Why Pilots Stall
Understand the root causes across data, architecture, ownership, risk and adoption that prevent AI experiments from reaching production.
Governance-First Scaling
A governance-first view of scaling AI responsibly in regulated environments — architecture, auditability, human-in-the-loop design, evaluation, security, and accountability.
90-Day Action Plan
Practical priorities and a clear action plan — what technology leaders should start reviewing now to prepare their enterprise for the next phase of AI adoption.
What We Will Discuss
Value Today
Where Agentic AI is creating value — servicing, claims, underwriting, fraud, compliance, operations, IT
Execution Gap
Why pilots do not scale — the gap between experiments and enterprise impact
Governed Deployment
What governed deployment looks like — auditability, human oversight, security, control
Platform Choices
Build, buy or partner — making the right platform and orchestration decisions
Next 90 Days
What CIOs and CTOs should prioritise — a 90-day action framework
A 60-Minute Executive Dialogue
Format Principles
60-minute closed-door executive webinar
No product demo or sales pitch
Outside-in market perspective
Practical BFSI use cases throughout
Live Q&A with the panel
Suggested Flow
10 mins
What has changed in enterprise AI since the first wave of GenAI pilots
15 mins
Where Agentic AI can create practical value in Banking & Insurance
15 mins
Why pilots fail: the production, governance, and operating-model gap
15 mins
How CIOs/CTOs can think about architecture, controls, and scale
05 mins
Open discussion and closing reflections
Meet the Conveners
Three enterprise AI leaders bringing practitioner-grade insight from the front lines of BFSI transformation.
Jude Rosario
Works with enterprise technology leaders on production-grade agentic AI deployments across financial services and operations. Brings deep practitioner experience in taking AI from pilot to governed enterprise scale.
Deepak Gandhi
Enterprise technology and transformation partner with extensive experience advising BFSI institutions on technology strategy, platform decisions, and large-scale digital transformation programmes.
Jimmi James
Has led AI and technology transformations across global enterprises and GCCs including the BFSI industry. Brings a cross-industry lens on what it takes to move AI from experimentation to operating-model change.
An Invite-Only Executive Dialogue
This is a strictly curated session for leaders who are serious about moving AI from experimentation to governed enterprise impact. Seats are limited to senior technology decision-makers across India's BFSI ecosystem.
CIOs, CTOs, CDOs
Chief Information, Technology and Data Officers leading enterprise AI strategy
AI & Digital Heads
Heads of AI & Digital Transformation driving adoption across the enterprise
Enterprise Architects
Enterprise Architecture Leaders responsible for platform and integration decisions
Innovation Leaders
Automation & Innovation Leaders across banks, insurers and NBFCs
The BFSI Agentic AI Landscape
Agentic AI is creating measurable value across every major function in banking and insurance — from customer-facing operations to back-office automation and regulatory compliance.
Secure Your Seat
Seats are strictly limited to senior technology decision-makers across India's BFSI ecosystem. Submit your request and we will review and confirm your seat within 48 hours.
Why Attend?
Peer-level executive dialogue — no vendor pitches
Practitioner insights from live BFSI deployments
Governance-first framework you can apply immediately
90-day action plan to take back to your team
Closed-door format — candid, strategic conversation
Thursday, 28 May
11:30AM-12:30PM IST
Virtual | By Invitation Only
About the Co-Conveners
Zuro AI
The agentic AI platform for the enterprise. Zuro AI works with enterprise technology leaders on production-grade agentic AI deployments across financial services and operations - helping institutions move from experimentation to governed, measurable enterprise impact.
Altruist Technologies
Enterprise technology and transformation partner. Altruist Technologies brings deep expertise in advising BFSI institutions on technology strategy, platform decisions, and large-scale digital . AI transformation programmes across India and global markets.
Co-convened by Zuro AI and Altruist Technologies — bringing together enterprise AI practitioners and BFSI technology leaders for a candid, governance-first conversation on scaling AI responsibly.