Microsoft Events presents a session on agentic journeys in financial services, focusing on building AI-powered solutions using Copilot Studio and practical techniques for real-world deployment.

Accelerating Agentic Solutions for Financial Services with Copilot Studio

Session Overview

This Microsoft Ignite breakout (BRK366) explores how financial services organizations are leveraging Copilot Studio to develop intelligent agents that address complex workplace and customer challenges.

Key Topics Covered:

The role of contextual intelligence and ‘Work IQ’ in agent design
Prominent AI use cases in banking, capital markets, and insurance
Best practices in model selection, sub-agent usage, and optimization through evaluation loops
Techniques for continuous optimization of agent performance
Modular problem solving and the significance of sub-agents in scalable AI development

Case Study: Edward Jones

Introduction by Adrian Crockett, Jared Lambert, Hemanth Sundararaj, and Adam Wheat
Edward Jones firm-wide rollout of tailored AI assistants for employee workflows
Integration of Edward Jones data with Morningstar via the Model Context Protocol (MCP)
Live demonstration: Generating diversification alert emails using connected AI agents

Technical Best Practices

How model selection affects agent outcomes in financial domains
Deploying sub-agents for modular task execution
Using evaluation loops to continuously enhance solution quality and performance

Solution Impact

Participants can learn:

How to build agentic solutions using Copilot Studio for financial use cases
Integration strategies for connecting proprietary financial data into AI workflows
Approaches for automating personalized communications and decision alerts with AI assistants

Additional Resources

Speakers

Adrian Crockett
Jared Lambert
Hemanth Sundararaj
Adam Wheat