AI Agents and Agentic Ban Training in United States of America

  • Delivery Method: Online Instructor-Led / Classroom Based / Onsite
  • Participation Model: Public Training / Private / In-House Training
  • Duration: 1 Day
  • Price: Please contact for booking options
  • Upcoming Date:
  • UK Based Global Training Provider

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.


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 United States of America through Bilginç IT Academy's live and interactive virtual classroom environment. Join a Public course as an individual delegate or arrange a dedicated Private / In-house online training program exclusively for your organization.

  • Delivery Method: Online Instructor-Led
  • Participation Model: Public / Private (In-house)
  • Live and Interactive Training: Connect with your instructor in real time and actively participate through discussions, Q&A sessions, practical exercises, and group activities.
  • Flexible Participation: Join the training from your home, office, or any location with a suitable internet connection.
  • 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 professional training experience since 1995.
  • Worldwide Access: Join our live virtual classrooms from United States of America or anywhere else in the world, or arrange a dedicated online training program for your organization.

Experience AI Agents and Agentic Ban through face-to-face Classroom Based training in United States of America. Training can be delivered as a Public course open to individual delegates or as a dedicated Private / In-house class for your organization.

  • Delivery Method: Classroom Based
  • Participation Model: Public / Private (In-house)
  • Face-to-Face Learning: Interact directly with your instructor and fellow delegates in an engaging classroom environment.
  • Experienced Trainers: Learn from specialists with extensive industry experience and practical real-world knowledge.
  • Professional Training Environment: Attend training in comfortable, well-equipped classrooms designed to support effective learning.
  • Practical Learning: Depending on the course, reinforce your knowledge through hands-on exercises, scenarios, case studies, and instructor-led activities.

Arrange AI Agents and Agentic Ban in United States of America as a dedicated Onsite training program for your organization. Bilginç IT Academy trainers can deliver the training at your office or another location of your choice, with the program planned around your team's requirements and business objectives.

  • Delivery Method: Onsite
  • Participation Model: Private (In-house)
  • Training at Your Preferred Location: Organize the training at your company's office or another location selected by your organization.
  • Tailored Course Content: Adapt the training program to your projects, team structure, existing skill levels, and specific business requirements.
  • Team-Focused Learning: Develop your team around a shared knowledge base while strengthening internal collaboration and knowledge transfer.
  • Flexible Scheduling: Plan the training dates, location, and program according to your organization's operational requirements.
  • Worldwide Onsite Delivery: Arrange the training in United States of America or at another preferred location worldwide. Bilginç IT Academy trainers can travel to your selected location to deliver the dedicated training program.


Contact us for more detail about our trainings and for all other enquiries!

AI Agents and Agentic Ban Training Course in United States of America Schedule

Join our public courses in our United States of America facilities. Private class trainings will be organized at the location of your preference, according to your schedule.

We can organize this training at your preferred date and location.
13 October 2026 (1 Day)
New York, San Francisco, Austin, Seattle, Chicago
12 November 2026 (1 Day)
New York, San Francisco, Austin, Seattle, Chicago
14 November 2026 (1 Day)
New York, San Francisco, Austin, Seattle, Chicago
03 January 2027 (1 Day)
New York, San Francisco, Austin, Seattle, Chicago
06 February 2027 (1 Day)
New York, San Francisco, Austin, Seattle, Chicago
10 February 2027 (1 Day)
New York, San Francisco, Austin, Seattle, Chicago
16 February 2027 (1 Day)
New York, San Francisco, Austin, Seattle, Chicago
17 February 2027 (1 Day)
New York, San Francisco, Austin, Seattle, Chicago

The United States continues to define the global frontier of technology and innovation, serving as the home to the world's most influential tech titans. From the legendary Silicon Valley and San Francisco Bay Area to emerging hubs like Austin, Seattle, and the Silicon Alley in New York, the US ecosystem remains unparalleled. Top-tier institutions such as MIT, Stanford, and Carnegie Mellon provide the research backbone for breakthroughs in Artificial Intelligence, Quantum Computing, and Cybersecurity. Our training programs are meticulously aligned with these industry-leading standards, ensuring that professionals can navigate the complexities of the modern digital landscape. We bridge the gap between academic theory and high-stakes corporate execution in the most competitive tech market on Earth.

By using this website you agree to let us use cookies. For further information about our use of cookies, check out our Cookie Policy.