BAI Summer School 2027 | Agentic Systems in Banking & Finance | Anglet, France

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BAI Summer School 2027

Agentic Systems in Banking & Finance

Agency, Governance and the Future of AI

📍 Anglet, Basque Coast, France  •  🗓️ July 1–10, 2027  •  ⏱️ 10-Day Intensive

Basque Coast, Anglet Join the 2027 Cohort

Where Agentic Theory Meets Production Banking

A residential programme built around a single stress test: can an agentic system explain itself to a regulator, an ombudsman, and the customer it affected? Ten days of lectures, sandbox sprints, and a live simulation on the Basque Coast.

10

Days Residential — lectures, sandbox sprints, governance workshops, and a capstone simulation

1:4

Faculty-to-Student Ratio — individual guidance from practitioners actively deploying agentic systems

4

ECTS Credits — co-accredited by ZHAW School of Management and Law, Switzerland

1

Live Simulation — the NordBank AG accountability stress test, run inside the Kore Artemis sandbox

Programme Road Map

Ten Days. One Integrating Question.
Not whether banks should deploy agentic systems — but how to design, govern, and defend them when a regulator, an auditor, or an ombudsman comes asking.

1
Days 1–2

Foundations: Agentic Systems in Banking and Finance

Agent anatomy, principal-agent theory, and the regulatory backdrop — EU AI Act, DORA, SR 11-7, SM&CR, and GDPR Article 22 — framed as production requirements, not afterthoughts.

2
Days 3–4

Agentic Systems in Practice

Multi-agent orchestration with LangGraph, tool governance, and hands-on work inside the Kore Artemis sandbox environment.

3
Days 5–6

The NordBank AG Simulation

A fictional Tier 2 automated credit review system, an 88% alignment rate, and an ombudsman investigation it cannot answer under EU AI Act Article 12. Students take on Architect, Governor, or Operator roles.

4
Days 7–8

Industry Governance Workshop

A governance deep dive led by Kore.ai's Chief Strategy Officer, drawing on the Morgan Stanley deployment case study, plus a live platform demonstration of Kore Artemis.

5
Day 9

Capstone Sprint

Teams design and defend an accountable agentic architecture inside the sandbox, reviewed by practitioner examiners.

6
Day 10

Presentations & Certification

Capstone presentations, peer review, and award of professional certification and ECTS credit.

The Four Dimensions Framework

The analytical spine of every case study and sandbox sprint. Every exercise is examined through four interconnected dimensions, so no aspect of agentic transformation in banking is considered in isolation.

⚙️

Nature of Work

How agentic systems redefine credit review, risk management, and customer-facing roles — from routine automation to collaborative intelligence.

📚

Skills & Competencies

The human capabilities required to design, supervise, and audit agentic systems operating inside a bank.

💡

Value Creation

How agentic systems generate, redistribute, and can also destroy value for banks, regulators, and customers.

Anglet: A Living Laboratory

The BAI Summer School is designed as a residential programme in which location is pedagogically significant — not incidental.

🏦 NordBank AG

A fictional Tier 2 bank with a live credit-review agent, an 88% alignment rate, and an ombudsman investigation it cannot answer — the programme's keystone accountability stress test.

🤖 Kore Artemis Sandbox

A production-grade agentic platform serves as the sprint environment throughout the programme, taking students from architecture diagrams to a working, governed deployment.

🤝 Human Connection

Students don't just study agentic governance frameworks — they hear directly from the practitioners applying them, including Kore.ai's Chief Strategy Officer and the team behind the Morgan Stanley deployment case study.

Basque Coast Campus — Anglet, France, historic surfing capital of Europe

Programme Highlights

Agentic Systems

Master the design, development, and governance of AI agents — from multi-agent orchestration and tool governance to accountability architecture across Architect, Governor, and Operator roles.

Collaborative Intelligence

Learn frameworks for human-AI collaboration that are trustworthy — in the specific, legal, and institutional sense that regulators, auditors, and courts require.

The Morgan Stanley Case Study

An anonymised classroom case built on practitioner testimony covering agent taxonomy, technical debt as institutional memory, LLM governance principles, QA coverage, and digital-twin agent evolution.

Practical Tools

Hands-on experience with LangGraph, the Kore Artemis platform, and the regulatory frameworks — EU AI Act, DORA, SR 11-7 — that shape how agentic systems are actually deployed in banks.

Basque Coast Exploration

Explore San Sebastian, Biarritz, and Saint Jean de Luz, cycle the Vélodyssée, and take in one of Europe's great surf coastlines between sessions.

Coastal Learning

Study in Anglet, the historic surfing capital of Europe — intensive learning balanced with beach time, surf lessons, and Basque cuisine.

Read Before You Arrive

Two ongoing series tracking the questions the programme puts to practitioners in Anglet — written for the same audience joining the cohort.

AI Technical Briefs

Banking on AI™

A bi-weekly technical brief series unpacking agentic deployment in banking — governance, architecture, and the regulatory frameworks shaping production systems.

Read the Briefs →
CV Newsletter

Convergence™

Bi-weekly insights on agentic AI, blockchain convergence, and European banking leadership — developing the collaborative intelligence most academic programmes can't address.

Subscribe →

Who Should Attend

🎓

Graduate Students

Upper-level undergraduate and master's students in management, finance, or engineering seeking rigorous, practice-oriented AI education.

💼

Working Professionals

Banking and financial services professionals deploying or overseeing AI in production, looking to upgrade their governance toolkit.

🏦

Risk & Compliance Leaders

Leaders responsible for AI governance, model risk, or regulatory reporting who need both strategic and technical depth.

💡

Innovation Managers

Managers exploring collaborative intelligence and agentic workflow solutions to drive change inside financial institutions.

Six Outcomes That Define the BAI Advantage

What students gain — beyond the classroom.

🎯

Rigorous Framework

A structured toolkit for evaluating agentic transformation at task, organisational, and institutional levels — applicable across banking and finance.

📊

Deep Case Fluency

Familiarity with real implementations, including the Morgan Stanley deployment case study and the NordBank AG accountability simulation.

🔧

Practical Skills

Multi-agent orchestration, tool governance, and hands-on sandbox deployment — calibrated for mixed engineering and management cohorts.

🤝

Practitioner Access

Direct engagement with professionals building and governing live agentic systems in banking, including Kore.ai's Chief Strategy Officer.

🌐

International Network

A cross-disciplinary peer network spanning engineering, management, and data science programmes internationally.

🏅

Dual Certification

Professional certification from BAI and Kore.ai. ECTS credit for students enrolled through ZHAW School of Management and Law, Switzerland.

International Faculty

Practitioners and scholars actively shaping agentic AI in banking — learn from those building the field, not just describing it.

Dr. Lee Schlenker
Programme Director

Professor of Business Analytics and Community Management. Director, Business Analytics Institute.

Dr. Christian Hitz
Technical Faculty

Senior Lecturer in Data Science and Head of the Data Science Unit at the ZHAW School of Management and Law, Zurich.

Davy Cielen
Capstone Examiner

Managing Partner, Maiton Consulting Group, London. Principal Consultant, Business Analytics Institute.

Dr. Mario Gellrich
BAI Faculty

Faculty member contributing to the programme's applied analytics and data science curriculum.

Cathal McCarthy
Practitioner in Residence

Chief Strategy Officer, Kore.ai. Leads the governance workshop and workshop examination, drawing on the Morgan Stanley deployment case study.

Umang Shah
Platform Faculty

Kore.ai. Delivers the live platform demonstration of Kore Artemis to the cohort.

🎓 Academic Certification Partner

ZHAW School of Management and Law, Switzerland — ECTS credits awarded to enrolled students

🏭 Professional Certification Partner

Kore.ai — sandbox platform and industry certification in enterprise agentic AI systems

Alumni Voices

What past participants say about the BAI Summer School experience.

"The hands-on approach of the BAI Summer School was exactly what I needed. Learning analytical tools actually used in the financial industry while experiencing the beautiful Basque Coast made this an unforgettable and career-changing experience."
Nicolas Boller — Business Manager, UBS Wealth Management

Programme Costs

€1,795
Programme Fee per Participant

Includes session fees and social activities budget

Exclusive of accommodation, flights, and meals outside programme events

Early Bird Discount before February 15, 2027  ·  University partner discounts available
Fee Details

Apply for Summer School 2027

Application Deadline: April 15, 2027  •  Places are Limited
Required Documents: Passport / ID  ·  School transcripts or CV

Contact Information

Questions about the Summer School?

Session Q&A

Email

info@baieurope.com
admissions@baieurope.com

Websites

baisummer.com  ·  baieurope.com

Location

Anglet, Basque Coast, France
July 1–10, 2027