In this discussion, Everest Group experts explore the evolving role of agentic AI in financial services, from insurance to banking, capital markets, and financial crime compliance.
Learn how technology providers are innovating with AI-powered agents to streamline claims, underwriting, lending, and customer interactions. The conversation dives into agentic AI adoption barriers such as integration complexity, regulatory requirements, data readiness, and trust – and highlights the critical role of forward-deployed engineers (FDEs) in enabling scalable, compliant, and process-aligned solutions.
Catch Ronak Doshi at Everest Group Engage – Dallas 2025 for his workshop: Orchestrating Value – Designing Tech-Enabled Operating Models Across the Enterprise where he’ll guide participants through the next evolution of enterprise service delivery – where tech and ops sync by design, and sourcing leaders help architect the future.
