Beyond the hype: Operationalizing safe AI in banking
AI in CX summit | 2026
Beyond the hype: Operationalizing safe AI in banking
Rob Fox [33 min]
Forty percent of agentic AI projects will be canceled by 2027, not because the technology failed, but because the governance did not. Engageware’s Rob Fox and Justin Smith break down how banks and credit unions can move from AI interest to AI in production without triggering a compliance crisis.
See what it covers:
See what it covers:
- The deployment staircase: why starting with internal knowledge retrieval instead of customer-facing automation is the fastest path to building regulator-ready AI
- The three pillars every financial institution needs before going live: grounded responses tied to verified content, controlled guardrails with documented decision logs, and trusted outputs that are fully auditable
- How to structure your AI council, run a service design workshop, and ask the vendor questions that cut through compliance-ready marketing language