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Gold Sponsor, CAB AGM & Conference 2026

Put Agentic AI to Work Across Your Entire Bank

B-TRNSFRMD is proud to be a Gold Sponsor of the CAB AGM & Conference 2026—helping banks and financial institutions across the Caribbean move from fragmented technology investments to integrated AI-native CX.

Reserve Your Dinner Seat Connect With Us
Gans Subramanian of B-TRNSFRMD on stage at the CAB 2025 Annual General Meeting and Conference, with the Caribbean Association of Banks podium and delegation flags.
Gans Subramanian, Founder and CEO, B-TRNSFRMD, on stage at CAB AGM & Conference 2025
ThemeSecuring the Future of Caribbean Banking: Trust, Resilience & Regional Strength
DatesOctober 20 to 24, 2026
VenueZemi Miches, Punta Cana
StatusGold Sponsor

Partnered With the AI Platforms Banks Trust

  • Creatio
  • Freshworks
  • Zendesk
  • ServiceNow
  • NICE
  • Zoom
  • RingCentral
  • Microsoft

B-TRNSFRMD transforms how Caribbean banks and financial institutions connect with their customers—from the contact center  to the service desk  to the CRM  and every workflow  in between.

See AI-Native CRM Transform Banking Across the Caribbean

Caribbean banking professionals
Customer Success Story: Banking & Financial Services

Unlocking Revenue Growth and Unified Operations With Creatio's AI CRM

How one of the Caribbean's most prominent financial groups brought five business units across 17 countries onto a single AI-native platform, gaining a unified customer 360, cross-sell at scale, and 200+ automated workflows.

View Full Story

Unlock Superior CX Across the Customer Lifecycle With AI.

From the first sale to the last back-office step, AI agents now work alongside your teams at every stage of the banking relationship.

Grow Revenue From Every Customer Relationship

Relationship manager meeting a client in a bank branch

Boost Cross-Sell and Retention With AI-Native CRM and Analytics

Bring every product, branch and business unit into one customer 360. AI agents spot cross-sell moments, guide your relationship managers' next move, and flag retention risk early, while predictive analytics shows leadership where revenue is heading.

  • Unified customer 360
  • Early retention risk alerts
  • AI-driven cross-sell and upsell
  • Predictive revenue analytics
  • Next best action for every RM
  • Live leadership dashboards

Serve Customers Faster on Every Channel

Contact center agent assisting a banking customer

Resolve More on First Contact With AI-Powered Contact Center, Service Desk, and ITSM

Meet customers on voice, chat, WhatsApp, email or in branch. AI virtual agents resolve routine requests instantly, real-time agent assist equips your team for complex ones, and agentic IT service management keeps every banking channel running behind the scenes.

  • AI virtual agents, 24/7
  • Omnichannel case management
  • Real-time agent assist
  • AI-powered IT incident triage
  • First-contact resolution
  • Always-on branches and ATMs

Operate the Back Office at AI Speed

Bank operations officer reviewing a digitally verified loan file

Cut Turnaround Times With Agentic Back-Office Workflows

Put AI agents to work on the processes that slow banks down. They handle the volume, your people stay in the loop for every decision that needs judgment, and every step leaves a full audit trail.

  • Automated account opening
  • Faster loan origination
  • AI-assisted KYC and AML
  • Automated loan servicing
  • Intelligent document processing
  • Audit-ready regulatory reporting

Major Partner Release

Put Creatio's New Bank.AI Agents to Work in Your Bank

Bank.AI brings AI-native CRM and a growing library of banking agents onto one platform, with no limits on users, agents, workflows or scale.

Run Growth, Service, and Operations in One Place

Bank.AI unifies CRM, AI agents and workflow automation on a single platform built for banks and credit unions. Scale users, agents and workflows without limits as your institution grows.

Turn Every Client Signal Into Revenue

A full customer 360 and portfolio view powers agents for prospecting, onboarding, referrals, next best offers, retention and renewals, so relationship managers always know who to call and what to offer.

Resolve Cases and Requests in Real Time

One contact center desktop handles every case and complaint, while AI agents service accounts, cards, disputes and product applications instantly. SLA and NPS tracking keeps service quality visible.

Automate KYC, AML, and Compliance

Verify identities, screen for AML risk and process documents with AI agents, while built-in risk reporting and regulatory reporting keep your institution audit-ready.

$300M Behind the Platform

Creatio is investing $300 million in Bank.AI to accelerate AI adoption in financial services, and was named the only Visionary in the 2026 Gartner Magic Quadrant for CRM Sales Platforms. B-TRNSFRMD brings it to Caribbean banks.

Why B-TRNSFRMD

Connect Every Customer Moment With One Trusted Partner

From the first customer interaction to back-office workflows and analytics, we connect and modernize your CX, Agentic CRM, and IT service platforms, with AI agents that drive measurable growth, efficiency, and customer loyalty.

Our Services

  • Experience Strategy & Platform Selection
  • Implementation
  • Data Migration & Integrations
  • Optimization
  • Managed Support
60+Implementations
6+Years in Business
3Global Delivery Centers

The AI Banking Table

Limited Seats

An Evening With B-TRNSFRMD

Join senior banking leaders for an intimate post-conference dinner on AI, CX, and the future of Caribbean banking.

  • Trade ideas with banking leaders from across the region
  • See where AI agents already earn their place in banking
  • Leave with practical moves to streamline operations and lift CX
  • Hear what's working for institutions like yours

Date

Oct 23, 2026

6:00 PM

Venue

Punta Cana

Zemi Miches Punta Cana All-Inclusive Resort

Grab Your Seat

Connect With Us

Connect with us before the conference, or if your schedule gets tight, be sure to drop by our booth at CAB. We're running a raffle, and you won't want to miss the exciting prize waiting for you.

Don't Miss Us at CAB—Let's Meet in Punta Cana

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Questions We Hear From Caribbean Banks

Frequently Asked Questions

What does digital transformation in banking actually involve?

It means connecting your CRM, service desk, contact center, and back-office workflows on one platform, then putting AI agents to work across all of them. Unified customer data and automated workflows free your people to focus on relationships, while agents like Bank.AI's Referral, Renewal, and Retention Agents handle the routine work.

How is a banking CRM different from a generic CRM platform?

A banking CRM comes configured around the workflows banks run every day, including KYC and AML checks, loan servicing, and cross-sell rules. We configure these directly on Creatio, so relationship managers see every client in one place.

What is Bank.AI, and how does it fit into a Caribbean bank's technology stack?

Bank.AI is Creatio's new banking hub of pre-built AI agents across growth, service, and operations, from Referral and Next Best Offer Agents to Customer Onboarding, Document Processing, and Loan Servicing. We configure it against your existing CRM and core systems, so it works with what your institution already runs.

Do you handle financial services CRM projects across multiple business units or territories?

Yes. One recent financial services CRM engagement unified five business units across 17 territories onto a single Creatio CRM, syncing over two million records from the data warehouse while day-to-day operations kept running.

What does better customer experience in banking look like in practice?

It starts with one customer view across phone, chat, email, and branch, so clients never repeat themselves. For one regional Caribbean bank, that meant 100% omnichannel coverage with audit-ready interaction logging, live from a single coordinated go-live.

How do I meet B-TRNSFRMD at CAB AGM & Conference 2026?

Drop by our booth, request a seat at The AI Banking Table dinner on October 23, or send a note through the contact form on this page to book 15 minutes with our team.