Autonomous agents are poised to revolutionize industries by enabling intelligent, adaptive, and goal-driven automation at scale. In the banking sector, their impact is particularly transformative—disrupting legacy processes and unlocking new levels of operational efficiency.

This talk explores how agent-based frameworks are redefining traditional banking workflows through a modular, intelligent architecture that integrates Retrieval-Augmented Generation (RAG), automated query generation, and structured database access —all tightly coupled with mechanisms that enforce high data quality and precision throughout the pipeline.

We will emphasize the importance of designing robust AI flows that orchestrate AI capabilities, introducing a use-case that integrates several AI capabilities. Among these, two play a critical role in data extraction: one focuses on relational data and the other on unstructured document processing. The relational data extraction leverages a novel LLM-based natural language to SQL approach ease the retrieval of complex database information. In parallel, the document extraction capability excels at processing multilingual content, including visual and tabular information within documents.

Attendees will gain insights into how agent frameworks can be strategically deployed to disrupt legacy systems and unlock new value streams in banking.

Presenter:

• Marco Orellana, CIDAI’s Manager

Participate:

• Nerea Solabarrieta, Data Scientist, CaixaBank Tech

• Roger López, Data Scientist, CaixaBank Tech

• Marina Moreno, Technical Solution, CaixaBank Tech

www.caixabanktech.com | LinkedIn

Nerea Solabarrieta holds a double degree in Computer Science and Business Administration from the University of Deusto, with more than four years of experience in data analysis and technology. She currently works as a Data Scientist at CaixaBank Tech, within the Artificial Intelligence team. She has participated in data analysis, cloud computing, and cybersecurity projects at organizations such as Acción Contra el Hambre, Vicomtech, and Fideslan, and was recognized with the 2021 WONNOW Award. She combines a technical and business profile, with a focus on innovation and digital transformation.

www.caixabanktech.com | LinkedIn

Roger López Santaló graduated in Mechanical Engineering from the Polytechnic University of Catalonia and completed a Master’s degree in Computational Biomedical Engineering at Pompeu Fabra University. He currently works as a Data Scientist at CaixaBank Tech S.L.U., developing innovative projects focused on transforming the bank’s processes by applying both traditional and generative AI. Before joining CaixaBank Tech, he worked as an AI Engineer at Eodyne Technologies, SPECS Lab, and Pervasive Technologies, where he applied his knowledge to developing applications for the rehabilitation of patients with cognitive impairments and improving process flows across various companies.

www.caixabanktech.com | LinkedIn

Marina Moreno Soriano holds a degree in Computer Engineering, specializing in software engineering, from the Polytechnic University of Catalonia, and a master’s degree in Interaction Design and User Experience from the Open University of Catalonia. She has experience in software engineering, artificial intelligence, and generative AI. She currently works at CaixaBank Tech, SLU as an AI solution specialist in end-to-end process improvement within the banking sector, integrating AI capabilities. Her responsibilities include the design of scalable AI architectures, with a focus on Responsible AI, security, and regulatory compliance, applying solutions that optimize banking processes and generate a tangible strategic and technical impact.