About the Banking agentic use case highlights for FY26 training

This course explores how automation is transforming the banking industry through real use cases and proven results. You'll learn about the key trends driving adoption, how agentic automation streamlines retail banking, corporate & investment banking, wealth management, and enterprise-wide operations, and the measurable impact automation has on costs, efficiency, and growth.

The course also introduces UiPath's differentiators—end-to-end orchestration, workflow integrity and safety, and industry expertise—so you can see how leading banking providers are building resilience, addressing profitability challenges, and delivering better customer outcomes with automation.

Product alignment

This training was built using real UiPath banking use cases and showcases the company’s orchestration, governance, and trust capabilities in large-scale banking environments

Learning objectives

At the end of this training, you should be able to:

• Describe key challenges and automation opportunities in banking

• Identify how agentic workflows transform core banking operations

• Explain UiPath’s differentiators in enabling safe and scalable automation