Webinar — The New Front Door
Why Your FI Needs to Show Up Inside AI Agents
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- Written by Banking Exchange Webinar Series
Thursday, October 29, 2026, 1:00 – 2:00 PM ET

Your customers are already asking ChatGPT, Claude, and other AI assistants where to open an account, how to move money, and which lender to trust. Here's the question: "Is your institution part of their conversation, or is a fintech or another brand answering for you?"
Big tech platforms and fintechs are moving fast to own the AI-driven customer relationship. They are building direct connections into the tools people now use every day. For banks and credit unions, this is a new competitive front, and the window to act is narrowing.
Join Nick Lazo of Paywhere for a practical look at how AI agents are changing the way your customers find and interact with financial institutions. Nick will cover who is already at the gates and what their experiences look like firsthand. He'll also explain what it takes for your institution to stay visible, trusted, and in control of the relationship.
Expect discussion on where the industry stands and plenty of time for Q&A.
SPEAKER

Nick Lazo,
Chief Revenue Officer at Paywhere
Nick is a proven fintech and payments leader with 20 years of experience driving sales, partnerships, and growth for banks and regulated markets. He's scaled payment portfolios past $5B and built national financial institution networks.
At Deluxe, Nick led a 40-person embedded finance unit; at Autobooks, he delivered 10x revenue growth and expanded distribution from 20 to over 2,000 FIs.
At Paywhere, Nick owns how we land with banks and credit unions: how do you make programmable banking sexy to an industry that buys infrastructure, not vision? He builds the ‘ask’, go-to-market strategy, and partnerships that make FIs say, "I want to talk to you,” so they can power the next generation of AI-enabled banking.
Tagged under Webinar; Industry Resources;
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