AI in banking is moving far beyond chatbots. The next big shift is AI agents—systems that can reason, take action, validate data, follow rules, and support decision-making. Unlike simple prompts in ChatGPT, real agents can execute complex, multi-step processes that banks rely on every day.
This workshop is designed to help banking professionals understand what AI agents can really do today, how they differ from standard LLM tools, and how banks can start using them in risk, lending, KYC, underwriting, portfolio management, and more.
Through live demos, real use cases, and bank-ready prototypes, you’ll see how AI agents can be applied immediately—and what foundations you need to prepare inside your institution.
What You Will Learn
1. Why Agents Matter Now
Led by: Olena Gryniuk
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The business case for AI agents in banking
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Real examples from SME lending where agents already outperform traditional automation
2. From ChatGPT to Real Agents
Led by: Daniel Huszar
Part 1: What is an Agent?
• LLM vs Agent: what’s the difference?
• When you need an agent vs when ChatGPT is enough
Part 2: Agent Building Blocks
• Starting with a Custom GPT (live demo)
• Adding memory, context and rules
• Example: Generating a lending recommendation output
Part 3: Live Demo – Document AI for Financials
• Upload a financial statement
• Extract and structure the numbers
• Validate them against lending rules
3. Building Agents In SME Lending
Led by: Christian Ruehmer (Q–Lana)
Part 1: Where Agents Fit in the Bank
- Going through SME Lending core: Data management, SME Risk Appetite, Customer Centricity
- Mapping agent opportunities across SME Lending
- Today’s state vs agent-enabled future
Part 2: Data Readiness Essentials
- What data you need to support agents
- Understanding data quality, schema requirements and system integration
Part 3: Use Case Deep Dive
- What the agent does, why it’s needed and what data is required
- Estimated effort to build
- Live prototypes
4. Demo or Prototype Session
Led by Daniel/Christian or partner vendor (30 min)
Choose between:
Option A — Vendor Demo:
- A partner presents a fully functional agent solution
- Focus on real system behavior, not slides
- Live demo + Q&A
Final Q&A + Wrap-up
- Open questions
- Agent Readiness Checklist
- Access to workshop recording and agent examples
- Practical next steps for your institution
Why You Should Attend
By the end of this workshop, you’ll understand:
- How AI agents differ from ChatGPT-like tools
- Where agents can make an immediate impact in banking operations
- What data and systems need to be in place
- How to design and evaluate agent use cases
- Proven prototypes you can replicate internally.
Secure Your Spot
If you want to understand how AI agents can transform processes across lending, risk, and operations, this workshop is the fastest way to get there.
Event Details
- When: March 19, 2026, 10:00–14:00 CET| 4 hours
- Format: Online | Limited to 10 participants
- Cost: 550 EUR (excl. VAT)
SPEAKERS:
Daniel Huszar
Founder at Huszarconsulting
