Free Lesson
Your Customer Has an AI Agent. Now What?
30 min
Oct 28, 2026 10:00 PM
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What you'll learn
Understand what changes for your customer
Explore how a customer’s agent could change product discovery, decisions and interactions with your institution.
Identify where authority and accountability sit
Examine what an agent may do, how your institution could check its authority and where human responsibility remains.
Leave with three hypotheses to test at work
Test three hypotheses against your own products, customer relationships and controls over the next three months.
Why this topic matters
Imagine a customer’s AI agent approaching your institution to compare products or request a transaction. What should you be ready to do? In 30 minutes, explore a hypothetical financial-services scenario: where an agent could create value, what authority it needs and who remains accountable. Leave with three hypotheses to test against your own products, customer relationships and controls. No technical knowledge required.
