Creatio, an AI CRM and workflow platform where people and AI agents work together—with no limits on users, agents, or scale — announced the agenda for Bank.AI Summit by Creatio, taking place on October 27, 2026, at the Four Seasons Hotel Chicago. The event will bring together financial services leaders, AI experts, and technology innovators to explore how banks and credit unions can benefit from the AI revolution.
Alyson Clarke, Principal Analyst at Forrester, will join the Summit as a featured speaker, delivering a thought-leadership session on the state of AI adoption in financial services. The session will offer a strategic look at the forces shaping the future of AI in banking and the decisions financial institutions need to consider as they navigate this rapidly evolving landscape.
The Summit will open with a visionary keynote from Katherine Kostereva, CEO of Creatio, on building the agentic bank of the future, followed by a product keynote exploring the Creatio Bank.AI operating model across Growth, Service, and Operations.
Read More on Fintech : Global FinTech Interview: AI and the future of fintech with Hugh Cumming, CTO, Vena
From there onwards, attendees will be able to choose from four dedicated tracks, Grow, Serve, Governance, and Expo Product Showcase designed to address some of the most important questions financial institutions face as they implement AI:
Grow track will explore how an agent fleet can help grow financial institutions, drive referrals, and reinvent customer onboarding
Serve track will focus on AI-powered customer service, from automating complex workflows to delivering excellent customer experiences 24/7
Source link







