Your Speakers
Capital Markets: See the AI Agents Your Competitors Are Already Using
Explore how Microsoft and HSO are bringing AI agents to Capital Markets, with live demos, security insights, and peer discussions.
When
September 29
Time
12:00 PM - 6:00 PM CT
Location
Microsoft Midwest District, 200 E Randolph St #200, Chicago, IL 60601
Costs
Free
Language
English
Why Attend
Capital Markets firms face constant pressure to accelerate decision-making, streamline operations, and stay compliant, without sacrificing security. This event gives you an inside look at how Copilot and AI agents can help you meet those goals faster.
You’ll see five real agents designed for common Capital Markets business processes, demonstrating what’s possible with tools you already use. You’ll walk away with actionable insights, a clear path to implementation, and a special offer to build your first agents with our team.
Agenda
12:00 – 12:45 PM – Networking Lunch
Kick off with a catered lunch, connect with peers, and meet our team before diving into the sessions.
12:45 – 1:15 PM – The Data Story
Discover how industry-specific AI agents and Copilot leverage both internal and external data to deliver measurable business outcomes.
1:15 – 2:00 PM – Live Demos: 5 Industry-Specific Agents
All built with systems common to the industry to keep it real and relatable.
2:00 – 2:30 PM – Security & Governance
How to meet internal compliance and governance standards while enabling AI innovation.
2:30 – 2:45 PM Break
2:45 – 3:45 PM Breakout Discussions
Split into persona-based groups for deeper conversations around the showcased agents.
3:45 – 4:00 PM – Closing & Call-to-Action
Special pre-packaged offer: build one of the agents showcased today with our team.
4:00 – 6:00 PM – Happy Hour
Continue the conversation over drinks and light bites. A perfect opportunity to network and discuss next steps.
Spaces are Limited ~ Reserve Now
Who Should Attend:
- Chief Data Officers
- Heads of Risk, Compliance, and Governance
- Operations and Transformation Leaders
- Sales & Marketing Executives
Limited to 40 people
Can’t attend? Contact Stephen Grabo or Sarah Hastreiter for ways to learn more.
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Jonathan Tripple, HSO
Microsoft Cloud Specialist, Financial Services
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Tom Berger, HSO
VP and Industry Director, Financial Services
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Ken Heiman, HSO
Senior Technical Solution Architect
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Stephen Grabo, Microsoft
Business Process - Capital Markets
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Sarah Hastreiter, Microsoft
AI Business Process Specialist
AI agents are here. Make sure your firm isn’t left behind.