Workshop: AI Agents for SME Banking

Date

Thursday, March 19, 2026

Time

10:00 AM Europe/Warsaw

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Agenda

1. Why Agents Matter Now

Led by: Olena Gryniuk

The business case for AI agents in banking
Real examples from SME lending where agents already outperform traditional automation

2. From ChatGPT to Real Agents

Led by: Daniel Huszar

Part 1: What is an Agent?

• LLM vs Agent: what’s the difference?

• When you need an agent vs when ChatGPT is enough

Part 2: Agent Building Blocks

• Starting with a Custom GPT (live demo)

• Adding memory, context and rules

• Example: Generating a lending recommendation output

Part 3: Live Demo – Document AI for Financials

• Upload a financial statement

• Extract and structure the numbers

• Validate them against lending rules

3. Building Agents In SME Lending

Led by: Christian Ruehmer (Q–Lana)

Part 1: Where Agents Fit in the Bank

Going through SME Lending core: Data management, SME Risk Appetite, Customer Centricity
Mapping agent opportunities across SME Lending
Today’s state vs agent-enabled future

Part 2: Data Readiness Essentials

What data you need to support agents
Understanding data quality, schema requirements and system integration

Part 3: Use Case Deep Dive

What the agent does, why it’s needed and what data is required
Estimated effort to build
Live prototypes

4. Demo or Prototype Session

Led by Daniel/Christian or partner vendor (30 min)
Choose between:

Option A — Vendor Demo:

A partner presents a fully functional agent solution
Focus on real system behavior, not slides
Live demo + Q&A

Event Details

When: March 19, 2026, 10:00–14:00 CET| 4 hours
Format: Online | Limited to 10 participants
Cost: 550 EUR (excl. VAT)

Christian Ruehmer

CEO and Co-Founder at Q-Lana Inc.
Mentor and Consultant on SME Lending and SME Risk Management

Daniel Huszár

Daniel Huszár has 15 years experience in implementing banking software across Europe and deep technical expertise with GenAI systems. He trains financial teams on practical implementation: prompting strategies, workflow assistants and first steps toward custom agents. His combination of banking domain expertise and technical AI depth lets him translate between both worlds.

Olena Gryniuk

Host & Organizer - CEE SME Banking Conference & Webinars; WOA Digital Conference & Webinars.
Olena has SME banking background and experience in SME Product & Development.

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