About the Introduction to Financial Crime Compliance Agents training

Learn how to sell UiPath Financial Crime Compliance (FCC) Agents by focusing on AML risk management at scale. This 35-minute course equips you to position FCC automation alongside existing banking compliance infrastructure, identify key buyer personas, and accelerate financial crime technology deals from insight to impact.

Audience

This course is designed for sellers, CSMs, and SEs supporting financial services accounts, particularly those involved in positioning or delivering Financial Crime Compliance (FCC) solutions.

Agenda

This course covers key areas around:

• Overview of AML / Risk Management

• What do we solve

• UiPath Agents and their positioning

• What do we sell

• Who do we sell to

• How do we sell

Learning objectives

• Explain the core challenges financial institutions face, why they intensify at scale and how FCC Agents are designed to address them.

• Position our FCC agent offering and delivery model clearly, including how it works alongside existing compliance infrastructure rather than replacing it.

• Identify and differentiate the key buyer personas and stakeholders for FCC Agents by understanding their priorities, pressures, and decision criteria.