Accelerating Agentic Solutions for Financial Services with Copilot Studio
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
- Microsoft Cloud for Financial Services
- Microsoft Copilot Studio
- Model Context Protocol blog
- Microsoft Ignite Event Site
Speakers
- Adrian Crockett
- Jared Lambert
- Hemanth Sundararaj
- Adam Wheat