AI Agent technologies are transforming Artificial Intelligence from a tool that primarily responds to user requests into systems capable of planning multi-step tasks, using tools and executing processes toward defined objectives.

The AI Agents and Agentic Banking training program helps participants understand AI Agents and Agentic AI and explore how these technologies can be applied across banking operations, customer service, lending, risk management and executive workflows.

The program also addresses how AI Agents should be governed in terms of authorization, security, human oversight and auditability.

We can organize this training at your preferred date and location. Contact Us!

Who Should Attend

Digital, Technology, Operations, Product, Innovation Teams and Managers

What You Will Learn

By the end of the training, participants will be able to:

Explain the differences between Chatbots, Copilots and AI Agents.
Understand the concepts of Agentic AI and Agentic Banking.
Understand how AI Agents use tools and execute multi-step tasks.
Identify potential AI Agent use cases across banking processes.
Evaluate the importance of Human-in-the-Loop approaches.
Understand agent authorization, security, audit and error management principles.
Design a basic banking AI Agent use case.

Training Outline

Module 1 — What Is an AI Agent?

Chatbot vs. Copilot vs. AI Agent
What is Agentic AI?
Goal-oriented and task-oriented AI systems
Tool use: connecting AI Agents with enterprise tools and systems
Multi-step task and process execution
Human-in-the-Loop and human approval
Defining agent authority and responsibility boundaries

Module 2 — AI Agent Use Cases in Banking

Potential Agentic AI scenarios across banking functions:

Operations Agent: Supporting repetitive operational processes
Customer Service Agent: Analyzing, routing and supporting the resolution of customer requests
Credit Agent: Supporting information gathering, document review and lending processes
Risk Agent: Monitoring risk signals and supporting risk analysis
Executive Assistant: Supporting reports, meetings, information and action management
IT Support Agent: Analyzing user requests and accelerating support processes

Module 3 — AI Agent Governance

Defining agent roles and permissions
Controlling access to systems and data
Human oversight and approval for critical actions
Security and data privacy
Audit trails and traceability of agent activities
Managing errors, exceptions and unexpected agent behavior
Monitoring agent outputs and actions

Workshop — “Design a Banking AI Agent”

Participants select a real or sample banking process and design an AI Agent use case for that process.

For the proposed Agent, participants define:

Its role and objective
Data sources it can use
Systems and tools it can access
Actions it is authorized to perform
Decision points and authority boundaries
Steps requiring human approval
Essential security and control mechanisms

By the end of the workshop, participants create a practical Agentic Banking scenario that balances business value with security, control and human oversight.

Why Choose Us

Experience AI Agents and Agentic Ban in Greece through Bilginç IT Academy's live and interactive virtual classroom environment, accessible from your home, office, or any location. Connect with expert trainers in real time and bring the energy of classroom learning into the digital experience.

Live Instructor-Led Sessions: Join scheduled training sessions with your instructor and fellow delegates in real time.
Interactive Learning Experience: Take part in discussions, practical exercises, group activities, and Q&A sessions throughout the course.
Expert Trainer Network: Learn from experienced trainers with strong industry backgrounds and practical field expertise.
Over 30 Years of Training Expertise: Benefit from Bilginç IT Academy's long-standing experience in delivering professional training since 1995.
Flexible and Scalable Delivery: Access live virtual classrooms from Greece and worldwide, with flexible planning options for individual and corporate training needs.

Experience AI Agents and Agentic Ban in a focused classroom environment in Greece. Bilginç IT Academy's carefully selected training venues provide a professional setting where delegates can interact directly with expert trainers and peers.

Experienced Trainers: Learn from specialists with extensive field experience and real-world knowledge.
Professional Training Venues: Attend courses in comfortable, well-equipped classrooms designed to support effective learning.
Focused Classroom Experience: Benefit from limited class sizes that encourage discussion, interaction, and personalized support.
Quality-Driven Learning: Develop practical skills through structured, up-to-date, and professionally designed training content.

Meet your team's training needs with Bilginç IT Academy's onsite AI Agents and Agentic Ban in Greece solution, delivered at your office or preferred location. Align your team's development with your business goals through a training experience tailored to your organization.

Tailored Course Content: Adapt the training program to your organization's projects, team structure, and specific business requirements.
Time and Cost Efficiency: Reduce travel, accommodation, and operational costs while maximizing the value of your training investment.
Team-Focused Learning: Help your employees develop around the same knowledge base and strengthen collaboration across your organization.
Simplified Planning and Tracking: Manage the training process, participant development, and organizational requirements with greater control.

Why have you chosen us?

I have attended a training from Bilginc IT Academy before and I was satisfied.

I have attended a training from a different provider and it was not helpful.

Other

How many employees do you have in your IT department?

0 – 50

50 – 250

250 – 1000

1000+

AI Agents and Agentic Ban Training in Greece