Event

Roundtable: Shaping the AI-First Future of Financial Services

Date: 23rd September 2025
Time: 4:30PM-7:00PM
Venue: South Place Hotel, London

Step into the next chapter of business excellence. Discover how Microsoft Copilot and Agents are reshaping the future of work in financial services.

Join fellow financial services leaders for an exclusive, invite-only roundtable exploring how AI is driving a new era of operational excellence, enhanced client engagement, and digital workforce transformation.

This session will dive into what it takes to become a truly AI-first organisation, where digital workers operate seamlessly alongside your teams to accelerate productivity, automate decision-making, and deliver lasting commercial impact.

SPEAKERS:

**Oli Hymas, Senior Business Manager, Xpedition**

**Andrew Coan, Business Applications Specialist, Microsoft**

What to Expect:

🧠 Microsoft keynote on AI’s impact in financial services
🚀 Xpedition’s practical guidance on deploying Copilot and Agents to deliver measurable results
📊 Real-world case studies showcasing AI-driven operational efficiency and business growth
💬 An interactive roundtable discussion with peers on building and leading AI-powered digital and human workforces
🍸 Networking drinks and an exclusive whitepaper to take away

Why Attend?

Take this opportunity to gain practical insights, learn from AI experts, and engage with financial services leaders who are shaping the future of business excellence. Whether you’re just beginning your AI journey or ready to fast-track your progress, this roundtable will equip you with the tools, insights, and connections to thrive.

Event Agenda:

4:30PM – 5:00PM: Arrival & Welcome Drinks
Ease into the evening with a drink, meet fellow attendees, and get ready for an inspiring discussion.

5:00PM – 5:25PM: Oli Hymas, Senior Business Manager, Xpedition
Discover how Microsoft Copilot, Dynamics 365, and autonomous Agents are reshaping the future of work in financial services.

5:25PM – 5:45PM: Microsoft Keynote — The Future of AI in Financial Services
Explore Microsoft’s vision for AI-powered transformation across the sector.

5:45PM – 6:15PM: Drinks & Canapés
A chance to connect, refuel, and digest the insights before the roundtable.

6:15PM – 7:00PM: Roundtable Discussion
An open, peer-led discussion exploring the realities of becoming an AI-first organisation — from digital workforce design to delivering measurable commercial impact.

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