In the News | CFO Dive
How agentic AI is poised to transform financial services
Sept. 2, 2025 · Authored by David Hickey
Baker Tilly’s David Hickey shared with CFO Dive how agentic artificial intelligence (AI) is reshaping the way banks, credit unions, insurers and asset managers approach efficiency, automation and decision-making. Unlike traditional AI, agentic AI uses “digital personas” that mimic human roles, making decisions, adapting and orchestrating complex workflows across systems. From loan applications to compliance, these intelligent agents streamline processes, reduce delays and free human teams to focus on strategic work.
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