The Next Frontier of AI in Financial Services

Location: Smith & Wollensky - Chicago

Agentic AI is moving rapidly from experimentation to execution across financial services.

For banks, insurers and financial institutions, the question is no longer simply "What can AI do?" It is how to identify the opportunities that create measurable business value - and build an architecture that allows AI agents to scale securely, responsibly and in line with the regulatory demands of the industry.

Join Kore.ai and Microsoft for an intimate executive boardroom in Chicago, bringing together senior BFSI leaders for a candid, peer-led conversation about the next phase of enterprise AI adoption.

From AI Experimentation to Measurable Outcomes

As organizations move beyond pilots, the focus is shifting toward outcomes.

What does success actually look like? Is it rationalizing costs, improving quality, increasing productivity, or fundamentally changing how people and processes work together?

This private discussion will explore how financial institutions are approaching the transition from individual AI use cases to scalable, governed agentic AI strategies.

The Questions Shaping the Conversation

We'll explore the issues that are top of mind for BFSI leaders today:

Defining value

• Which business KPIs are you using to measure impact of AI?
• How are you balancing cost rationalization, quality improvements and human-to-proces efficiency?
• What does meaningful AI ROI look like to your organization?

Scaling AI responsibly

• What trends and challenges are emerging as AI adoption accelerates?
• As you scale, how are you evaluating technology partners on governance, observability, security and regulatory compliance?
• How are you managing the balance between innovation and responsible AI adoption?

Building the right AI architecture

• How do you see the application, model and infrastructure layers interacting within your AI architecture?
• Where should organizations build, buy or partner?
• How are you designing an architecture that can evolve as mdoels and agentic capabilities rapidly advance?

The BFSI agentic AI opportunity

• Where are you seeing the strongest adoption of agentic AI applications?
• Which scenarios are moving beyond experimentation into measurable value?
• What needs to happen before organizations can confidently scale these applications across the enterprise?

The Kore.ai and Microsoft Perspective

Kore.ai and Microsoft will share their perspectives on three critical areas shaping the future of agentic AI in BFSI:

Agentic AI Adoption - How financial institutions are moving from AI experimentation toward production-grade agentic applications and measurable business outcomes.

Technology and Integration - How Kore.ai agentic AI capabilities can work with the Microsoft technology ecosystem to help organizations build and deploy intelligent experiences at enterprise scale.

Secure, Responsible Scale - How the Kore.ai and Microsoft partnership can help organizations navigate governance, security, observability and compliance across the agentic AI lifecycle.

Join the Conversation

Join fellow BFSI leaders in Chicago for an invitation-only conversation on scaling agentic AI securely, responsibly and at enterprise scale.

Register your interest below.