Webinars & Whitepapers

Research, toolkits and virtual events to enable your agentic journey.

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Your AI journey enablement

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Guide: The Map Before The Machine

This guide sets out how to decide where AI belongs in your operation, starting from how to effectively map how work gets done. Inside, you'll learn how to:

  • Test the robustness of your documentation and process flows
  • Surface the decision points, business rules, and exceptions that discovery tools and planning sessions miss
  • Allocate each step to automation, augmentation, people, or removal before you open a vendor conversation
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Whitepaper: Designing the modern Accounting firm with Agentic AI

This guide sets offers how to approach to redesigning the modern accounting services firm with agentic AI at its core. Inside you'll learn:

  • How to decide which tasks should be agentified and which remain with people.
  • How a national Accounting firm successfully deployed a hybrid AI + People model.
  • How best to size your entire operation, blending AI and People with the roles, governance, and architecture required.
  • And much more...
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Webinar: The Future of Finance & Accounting

Finance and accounting leaders are under pressure to modernize operations, improve efficiency, and do more with existing teams while navigating an overwhelming wave of AI tools and vendor promises.

  • Should you invest in new platforms?
  • Build internal AI capabilities?
  • Or rethink the operating model altogether?

This webinar provides practical insights from finance and operational leaders on how organizations are approaching AI readiness, automation, and the future operating model for finance and accounting.

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Toolkit: Agentic Work model comparison

Understanding which model is right when approaching any AI project is critcal. Do you go with:

  • System integrators with armies of consultants?
  • Business process outsourcers promising scale through labor?
  • Or the ever-tempting idea of building capabilities in-house?

This toolkit provides a practical framework to evaluate your options for how work gets done in the modern, AI era of work.

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Whitepaper: Agentic AI in Manufacturing

This guide explores how manufacturing organizations are closing the gap between the shop floor and the management layer — by deploying AI agents and human expertise where each one delivers the most value.

In this exec's guide, you'll learn how to:

  • Identify the high-impact back-office processes in manufacturing where Agentic AI drives immediate, measurable gains
  • Design a Multi-Agent Workforce that keeps humans in control of judgment while AI handles the operational volume
  • Move from disconnected systems and manual workflows to a connected, real-time manufacturing operation
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Toolkit: Agentic Use Case Identifier

The reality for most organizations is stark: billions are being spent, and fewer than 4% of companies see tangible returns. The difference between hype and impact comes down to one factor - choosing the right use cases.

This toolkit is designed to:

  • Help business leaders cut through the noise.
  • Offer a frmework and considerations around automation, generative AI, and agentic AI as part of a broader workforce model.
  • help map strengths and limits of each work-model.
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Whitepaper: Agentic AI in Sales

This guide shares how leading sales teams are using AI + People together to drive measurable gains in productivity, consistency, and revenue performance.

In this exec's guide, you'll learn how to:

  • Identify high-impact areas ideal for Agentic AI
  • Design sales workflows where AI handles volume, while people drive decisions and outcomes
  • Move from isolated AI tools to an agentic operating model that improves sales performance
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Whitepaper: Agentic AI in Finance & Accounting

This guide explores how finance teams are scaling intelligently – by combining "AI agents and "human expertise into a unified, outcome-driven workforce.

In this exec's guide, you'll learn how to:

  • Deploy AI agents across use cases like month-end close, forecasting, revenue recognition, and audit readiness
  • Orchestrate human and machine agents to deliver compliance, speed, and control in tandem
  • Avoid common AI traps by focusing on real outcomes – not just technology adoption
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Whitepaper: Executive's Guide to the multi-agent workforce

In this exclusive guide, we share the framework to help leaders:

  • Identify where, and how, AI agents generate the most benefit.
  • Define where people must stay in the loop.
  • Outline how to scale automation without falling into “pilot purgatory.”

It’s the playbook for turning AI strategy into action and delivering measurable ROI in weeks, not quarters.

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Webinar: Agentic AI in Insurance

In this executive session, leaders from CNA, Verisk, and magentIQ will share how they’re applying AI across the insurance value chain.

Join this session to learn how to:

  • Identify high-impact AI use cases across claims, underwriting, and operations
  • Design “human-in-the-loop” systems that overcome AI limitations
  • Avoid the most common traps in AI and automation programs
  • Tie transformation to the metrics that matter - efficiency, risk, and retention
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Whitepaper: Agentic AI in Insurance

This whitepaper explains how leading insurance organizations are applying Agentic AI across the insurance value chain. Inside, you'll learn:

  • Identify high-impact insurance processes ideal for Agentic AI, including claims intake, underwriting triage, policy administration, and fraud detection
  • Deploy AI agents that can read, classify, and extract data from complex insurance documents at scale
  • Avoid the common pitfalls that cause most AI initiatives to stall or underperform

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Agentic AI in F&A - Webinar - magentIQ Webinar

Webinar: Agentic AI in F&A

This 60-min expert panel discussion explores how AI agents are transforming finance and accounting operations with practical lessons, pitfalls, and measurable outcomes you can apply immediately.

Join the session and walk-away able to:

  • Identify operational friction points and use cases where AI can drive immediate benefit
  • Understand what ‘Agentic AI’ is in the context of the modern F&A operation
  • Learn how to align AI deployment with key F&A KPIs
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Ready to Agentify your organization

Talk to us about your new multi-agent workforce.

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