What's Included in the Workshop
Build an AI Agent—In Just One Day
A complimentary, one-day workshop - virtual or in-person at HSO's NYC office - designed for financial services firms. Define a high-impact use case, build your own Copilot-powered AI Agent, and walk away with hands-on experience and a clear path forward.
AI offers enormous potential for financial services firms ...
AI Agents are moving from buzzword to business tool—helping financial services firms automate workflows, enhance client service, and improve decision-making.
But many leaders struggle to move beyond theory, unsure how to apply AI within existing compliance, risk, and operational frameworks.
This workshop is designed to bridge that gap. With HSO’s Financial Services experts, you’ll get a front-row seat for learning how an AI Agent can be built and deployed for a real use case inside your firm—safely, securely, and in alignment with your business objectives.
What to Expect
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AI Agent Use Case Selection
Explore practical options for your firm based on your priorities--like client onboarding, compliance monitoring, portfolio reporting, or advisor support.
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Hands-On Build Session
Work with HSO’s team to design and build a functioning AI Agent in real time for your chosen use case.
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Cocktails & Conversation
Close out the day with your peers and the HSO team.
This workshop is tailored to your needs and priorities, with an interactive, hands-on experience and tangible outcomes.
Outcomes
What You'll Get
Experience
First-hand experience building an AI Agent for a high-impact use case
Clarity
A clear understanding of how AI can fit securely within your compliance framework
Model
A working model you can refine and expand after the workshop
Confidence
Confidence to move from experimentation to execution
Ideal for Financial Services leaders responsible for:
- Data, Risk, and Compliance
- Operations and Client Servicing
- Technology and Transformation Initiatives
Schedule Your Workshop
This offer is available only for a limited time. Secure your spot today and take the first step toward unlocking AI value for your firm.
AI Assets
How HSO Can Propel Your AI Strategy Forward
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