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The Banking AI Agent Playbook: From Customer Support to Revenue Growth

Poor experiences are driving customers to seek human support and consider switching banks, making AI agents that truly resolve issues and strengthen relationships more important than ever.

Leading banks are deploying governed AI agents to deliver always-on customer service, reduce cost-to-serve, and convert servicing capacity into revenue growth — with real results from production.

This session will show you what a production-ready AI agent deployment actually looks like, from first use case to enterprise scale, using 15 months of real financial services data and a live case study from one of Europe’s largest banks. See how Banca Transilvania went from contact center pressure to 1.5 million AI-handled sessions annually, with a 78% autonomous resolution rate inside their flagship app.

You’ll leave with a clear sequencing model for where to start, how to govern escalation, and how to frame AI agents as a growth lever — not just a cost reduction tool — so you can build a credible internal business case and move with confidence.

This webinar will teach banking executives:

  • How to design smart human handoffs that turn escalation into a revenue opportunity rather than a failure signal
  • Why nearly one-third of financial services AI demand arrives outside business hours and how to use that to reframe the always-on business case internally
  • How Banca Transilvania scaled their AI agent to 1.5M interactions in year one and achieved 78% query resolution without human intervention
  • Where to start the AI agent journey to maximize speed-to-value and how to expand from account servicing into lending, payments, and proactive outbound

Meet the Experts:

  • Ana Farcas, Contact Center Development Manager at Banca Transilvania
  • Cristian Lia, Daily Banking Deputy Director at Banca Transilvania
  • Gabriel Mocan, Chief Experience Officer at Druid AI
  • Nick Sissine, Senior Sales Director Finance and Insurance at Druid AI

Bonus: All registrants will receive two exclusive resources after the session: the 2026 Banking AI Agent Playbook — covering use cases, workflows, an implementation checklist, success metrics, and an ROI framework — and the Druid 2026 AI Adoption & Usage Benchmark for Financial Services, the only report of its kind built on 15 months of real production data, not survey sentiment.