More Teammate Than Technology: How Agentic AI Will Transform Banking
From ProSight Banking Strategies by ProSight Financial Association
June 9, 2026 · 35 min
About this episode
Lindsay Soergel discusses how financial institutions can view AI as a digital teammate to enhance workflows and customer experiences.
In this episode of the ProSight Banking Strategies podcast, Lindsay Soergel explores how financial institutions can move beyond viewing AI as a tool and instead embrace it as a true “digital teammate,” reshaping workflows, leadership, and organizational culture. The conversation highlights why the real value of AI lies in amplifying human capability—unlocking faster performance, better customer experiences, and a new competitive edge for banks willing to adapt.
People in this episode
Host: Lindsay Soergel
Topics covered
- AI in banking
- digital transformation
- organizational culture
- customer experience
- workflow enhancement
Keywords
- AI
- banking
- digital teammate
- financial institutions
- organizational culture
- customer experience
- workflow
More episodes of ProSight Banking Strategies
- The Expansion of State-Level Regulation—and What It Means for Compliance · June 2, 2026 · 21 min
- Gen X: The Quiet Force Behind Banking Opportunities · June 2, 2026 · 38 min
- Failure Analysis: How Banks Can Turn Adversity Into Advantage · May 28, 2026 · 36 min
- Winning-and Keeping-Gen Z Customers · May 18, 2026 · 22 min
- The Instant Payments Decision: Choosing a Strategy in a Fragmented Faster‑Payments World · March 27, 2026 · 34 min
- Navigating the role of cards within payment platforms · October 1, 2025 · 16 min
Explore listener stats, chart rankings, contacts and more on the ProSight Banking Strategies podcast page.