This eBook explores how Artificial Intelligence (AI), particularly GenAI and Agentic AI, is transforming the financial sector. It highlights the challenges that the financial institutions are facing to adapt to the market demands, technological advances, and consumer expectations. It also covers a range of AI applications, from basic automation and data analysis to advanced innovations like real-time transaction monitoring and proactive fraud detection, driven by Agentic AI. At the end, the eBook highlights how these technologies enhance decision-making, streamline operations, and strengthen risk management within financial services.

Framework: 

  1. Introduction
  2. The AI Landscape in the Financial Sector
    1.  AI in Numbers: Impacts and Adoption in the Financial Sector
    2. The State of the Art in Financial Sector Technology
  3. What is Agentic AI and Why Does It Represent Such a Great Opportunity?
  4. GenAI and Agentic AI: Applications and the Art of the Possible
  5. Success Stories: How AI is Redefining the Financial Sector
    1. Optimizing the Customer Experience with GenAI: A New Paradigm in Consumer Service
    2. Challenges and Obstacles
    3. Developing the Solution
    4. Benefits Achieved
    5. Highlights
    6. Operational Efficiency: Optimizing Middle and Backoffice Processes with GenAI
    7. Challenges and Limitations
    8. Developed Solution
    9. Benefits Achieved
    10. Reflections
  6. Challenges and Strategies for Implementing AI in the Financial Sector
    1. Artefact’s Convictions on the Use of GenAI and Agentic AI in the Financial Sector
    2. Key Challenges in AI Implementation in the Financial Sector
    3. Best Practices for Overcoming Challenges and Ensuring Successful Implementation
    4. Machine Learning: Enhancing Fairness and Interpretability
    5. GenAI: Mitigating Hallucinations and Ensuring Data Security
    6. Agentic AI: Strengthening Governance and Ethical Boundaries
  7. Strategy for AI Implementation in the Financial Sector
    1. Diagnosis and Strategic Planning
    2. Stakeholder Engagement
    3. Pilots and Iterations: An Agile Approach to Reduce Risks and Maximize Value
    4. Data Security and Privacy as a Strategic Priority
    5. Cloud Solutions
    6. On-Premise Solutions
    7. Critical Decision Factors
    8. Trends and Recommendations
    9. Special Considerations and Best Practices
  8. Strategic Framework for Implementing Agentic AI by Business Area
    1. Introduction: From Vision to Strategic Action
    2. The Strategic Imperative: Why Focus on Agentic AI Now?
    3. Key Dimensions of the Agentic AI Strategy
    4. Essential Strategic Questions by Dimension
    5. Visual Framework: The Strategic Cycle of Agentic AI Implementation
    6. Adapting the Framework by Business Area
    7. Conclusion: Navigating the Agentic Future with Strategy
  9. Why Artefact?
    1. Clients We Have Already Impacted with GenAI and Agentic AI
  10. Framework for Implementing Agentic and GenAI On-Premise
    1. Hardware Requirements
    2. Tech Stack
    3. Security and Compliance
    4. Scalability and Performance Optimization
    5. Monitoring and Maintenance
    6. Overview of the Agentic AI / GenAI On-Premise Implementation Flow
  11. Glossary
  12. Links & References

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