Approved is not funded

Who it's for: Operations, funding, lending, claims and finance leaders at lenders, banks, credit unions and insurers, deciding whether and where to put agents to work.

What you'll learn:

• The decision underneath every agent project: which work to delegate, and what you need to trust it.

• What actually happens when an approved deal waits on evidence from several places, walked through one deal step by step. Funding is the example. The same decision applies to loan closing, claims payment and KYC refresh.

• What changes with agents beyond finding information and drafting text, without a product tour.

• What earns trust: boundaries, handoffs, failure patterns and where human authority stays.

• How to decide in 45 minutes whether one bottleneck is worth investigating, and when the right answer is no.

Speaker: Joao Moura is founder and CEO of CrewAI. 65% of the Fortune 500 build on CrewAI, running more than 400 million workflows a month. He'll spend the hour on the decision and three minutes on the technology.