The financial services industry is changing fast. Customers want simple, personal, real-time experiences, while regulators expect more clarity and control. Old rule-based systems cannot keep up with these new demands.
Agentic AI offers a new way to work with machines. Instead of waiting for fixed instructions, these systems can set goals, learn from results, and adjust as things change. They can catch fraud before money moves, approve loans in seconds while staying fair, guide customers through important money choices, and help teams stay compliant with new rules.
This book is a practical guide for people in banking, financial services, and insurance who want to use Agentic AI in the real world. Whether you build technology, design solutions, or make business decisions, you will find clear examples, simple workflows, and honest insights about what works and what does not. The focus is on using Agentic AI to serve customers better, run operations more smoothly, managing risk with more confidence, and stay ready for whatever comes next.
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Dinesh Rivankar
Dinesh Rivankar is an enterprise architect with over 18 years of experience delivering technology for large enterprises, with a strong focus on banking, financial services, and insurance. He combines deep engineering skills with a clear understanding of modern financial products, risk, and regulation.
Dinesh began his career as a software developer building ecommerce system, where reliability, discipline, and customer trust were essential. This hands-on work shaped his practical, detail-oriented style and his focus on solutions that stay stable in production.
For more than a decade, he has also worked in Web 3.0, exploring new ways to build trust, improve governance, and protect data. Today, he focuses on AI in BFSI, especially Agentic AI, helping organizations move from small experiments to scalable, real-world platforms that keep risk, compliance, and customer trust at the center.
