Creatio sets Bank.AI Summit agenda for Chicago event

Creatio announced the agenda for its Bank.AI Summit on Oct. 27 at the Four Seasons Hotel Chicago, with Forrester analyst Alyson Clarke joining as a featured speaker. The event is aimed at banking and credit union leaders looking at how AI is reshaping growth, customer service and governance.

Why it matters: - Bank executives are under pressure to turn AI plans into practical workflows across sales, service and compliance. - The summit is designed to give banks and credit unions a roadmap for using AI without sacrificing governance or customer experience. - The event also gives financial institutions a chance to compare notes with peers already deploying AI tools.

What happened: - Creatio announced the agenda for Bank.AI Summit by Creatio. - The in-person event will take place Oct. 27, 2026, at the Four Seasons Hotel Chicago. - Alyson Clarke, principal analyst at Forrester, will join as a featured speaker. - Clarke will deliver a session on the state of AI adoption in financial services. - Creatio said the summit will bring together financial services leaders, AI experts and technology innovators. - Registration is now open. - More information is available in the full agenda and registration page.

The details: - The opening keynote will be delivered by Katherine Kostereva, CEO of Creatio. - Kostereva will speak about building the agentic bank of the future. - A product keynote will cover the Creatio Bank.AI operating model across Growth, Service and Operations. - The summit will include four tracks: Grow, Serve, Governance and Expo Product Showcase. - The Grow track will focus on how an agent fleet can help financial institutions grow, drive referrals and improve customer onboarding. - The Serve track will focus on AI-powered customer service, including automated complex workflows and 24/7 customer experiences. - The Governance track will focus on scaling AI securely and responsibly. - Governance topics will include observability, data readiness and risk management. - The Expo Product Showcase track will feature live Bank.AI demos and solution spotlights. - The showcase will highlight AI agent use cases in marketing and sales. - The showcase will also show how to monitor AI performance and orchestrate AI across chat, voice and video. - Throughout the day, attendees will hear customer success stories, fireside chats, best-practice sessions, panel discussions and hands-on workshops. - Speakers will come from Nasdaq, Lake City Bank, Cape & Coast Bank, Trumark Credit Union, United Federal Credit Union and other financial organizations. - The summit will also offer executive networking and live demos of AI innovations for financial services.

Between the lines: - Creatio is positioning Bank.AI as both a thought-leadership event and a product showcase. - The track structure suggests the company is emphasizing practical adoption, not just high-level AI strategy. - Bringing in a Forrester analyst adds outside validation to a conversation dominated by vendors and banks.

What's next: - Banks and credit unions that plan to attend can register now and review the full agenda ahead of the Oct. 27 event. - The summit will likely serve as a preview of how Creatio wants financial institutions to think about agentic AI in day-to-day operations. - Attendees will be able to evaluate AI use cases, governance models and vendor demos in one place.