Turning AI pilots into tangible production for banks and credit unions

Most financial institutions have run an AI pilot at this point. Far fewer have actually deployed AI agents into production, including the governance, data infrastructure and change management to back it up.

This session brings together technology and business leaders from TELUS Digital client banks and credit unions who have. They'll share the business case that got internal buy-in, the implementation realities their teams didn't anticipate and the results they're tracking now. This is a conversation built for leaders who want straight answers on what Agentforce deployment actually looks like.

• Hear from bank and credit union leaders on the problems that drove the decision and how they built the internal case for moving forward
• Discuss honest timelines, data challenges, change management realities and what they'd approach differently
• Before-and-after metrics from live deployments: deflection rates, handle time, member satisfaction and cross-sell performance
• How businesses navigated compliance and governance requirements without stalling momentum
• Where these institutions are taking Agentforce from here and what other organizations should be planning for now

Steve Stevens

Consultant

TELUS Digital

Brendan Nolan

VP of Regulated Industries

TELUS Digital