Agentic Digital Finance = AgenticDfin Technology Roadmap |
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| Robotic Process Automation + Artificial Intelligence |
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The Genesis of BofI: |
The AgenticDfin Bank Build Process |
Talk With Evans Ai, Imagine Training Staff This way.  |
Video Presentation - History of Bank Technology |
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Section A – Management Build Roadmap Note: Outline Below Download The PDF With Full Details At its core, this initiative is about disciplined automation
Start with a contained project outside the most sensitive production workflows if it reduces execution risk.
C-Suite leadership should initiate and oversee the process
Microsoft has already embedded AI capabilities across Microsoft 365 productivity workflows.
Retrieval-Augmented Generation (RAG) technology – important for controlled enterprise use
General policy and procedure access
Approved customer letters, templates, and departmental knowledge bases
Access should be controlled by department, role, and business need.
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Section B – Who, What, and When Build governance and executive sponsorship
Define decision rights
Personal agent
Define scope, objectives, and success metrics
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Section C – Build Strategy Review
Design the target solution and controls
Assess data, systems, and resource readiness
Launch a pilot and measure results
Continuously govern
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Section D – Cybersecurity, Audit, Testing, and Regulatory Readiness Cybersecurity
Audit
Regulatory
Testing
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