Event

The Future of AI with Microsoft Copilot in Financial Services

Date: 5th December 2024
Venue: The Shard, London
Time: 9AM Breakfast & Registration
1PM-3PM Lunch & Networking

Step into the future of financial services at an exclusive AI event hosted by Xpedition and Microsoft, designed specifically for senior business and technical leaders in financial services.

Discover how to overcome today’s most complex business challenges and drive lasting transformation by unlocking the full power of AI with Microsoft Copilot. Stay ahead of the competition and reshape your organisation’s future with game-changing technology that empowers smarter decision-making, streamlined operations, and unmatched customer experiences.

Meet The Speakers

**Keith Richards, CEO, Consumer Duty Alliance**

**Richard Gaster, Business Applications Specialist, Microsoft**

**Caroline Read, Senior Project Manager, Investec**

Peter Cutts, Solutions Director, Xpedition

Ben Revill, Financial Services Business Manager, Xpedition

Mark Ross-Innes, Solutions Consultant, Xpedition

James Drew, Senior Business Manager, Xpedition

Here’s What to Expect:

Keynote from Microsoft’s Steve Everett: Gain insights from Microsoft’s own Steve Everett as he explores how Microsoft Dynamics 365 and Copilot are transforming financial services by delivering differentiated experiences, powering growth, and elevating customer engagement.
Insights from Keith Richards, CEO of the Consumer Duty Alliance: Keith will highlight how Consumer Duty is not a compliance matter, but a core responsibility for customer-focused business leaders. He will discuss the critical role of organisations embracing Consumer Duty beyond compliance, and how leveraging AI can drive growth, build trust, and deliver meaningful value to customers.
Fireside Chat with Investec: Hear from Caroline Read, Senior Project Manager at Investec, as she shares Investec’s journey with Microsoft Dynamics 365. Hear about their challenges before D365, why they chose Xpedition, the benefits they’ve gained, and what’s next in their digital transformation.
Accelerating to the Future with Xpedition: Live demos from Xpedition experts, Peter Cutts and Mark Ross-Innes, showcasing how AI-powered solutions, including Xpedition’s own FS Xcelerator, infused with Microsoft Copilot, are solving key business challenges.
Real-world Customer Stories: Discover how next-gen AI and Microsoft Copilot are making a difference in financial services, through practical examples and success stories.
Networking and Expert Guidance: Connect with industry peers and gain valuable insights from top professionals on navigating the future of financial services with AI.

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