Real-world agentic AI use cases in financial services

Most “agentic AI” claims in financial services stop at buzzwords. Vendors promise autonomous enterprises but rarely show anything operating in the real world.

UiPath is different.This ebook gives you one of the broadest collections of validated agentic automation use cases in the industry, spanning banking, insurance, payments, wealth, compliance, and back-office operations. Each example outlines the business problem, the agent-and-robot solution, and the outcomes financial institutions are achieving today.

What you’ll learn

• How leading financial services organizations are using agentic automation right now
• Dozens of real, orchestrated workflows across the customer lifecycle
• How UiPath Maestro operationalizes agents, robots, and people with enterprise-grade governance and auditability

Why this ebook matters

If you’re evaluating agentic AI, you need more than theories, you need proof.This guide shows what’s already working at scale so you can separate hype from reality and make confident platform decisions.