Join us for an exclusive session on how leading institutions are using AI and process orchestration to move towards Microsoft’s vision of the Frontier Firm — organizations that rethink their operations around AI-driven intelligence, agility, and value creation.
Register here to learn from experts at Microsoft, Bizagi, Yash Technologies and Ian Macleod, Head of Process Engineering at Insight Investment. (part of BNY Investments)
| Time | Session: | |
| 12noon | Arrival Coffee & Networking light lunch | |
| 1pm | Welcome & Opening Remarks: Introduction to the day and overview of Bizagi’s vision for automation in Financial Services. |
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| 1.15pm | Bizagi Keynote: Automation & AI in the Financial Services Sector An overview of Bizagi’s solutions, with a focus on regulatory compliance, operational efficiency, risk reduction, and customer experience transformation. |
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| 1.45pm | Microsoft FS&I Session Discover how Microsoft’s vision of the “Frontier Firm” is reshaping financial services—and what it means for your organisation. This session explores how AI-led transformation moves beyond experimentation to deliver measurable P&L impact, highlighting where leading institutions are driving efficiency, growth, and competitive advantage with platforms like Bizagi and Microsoft. |
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| 2.15pm | Break | |
| 2.45pm | Customer Story: Insight Investment: Insight Investment will share their journey using Bizagi and AI agents, demonstrating their automation strategy and lessons learned. + Questions |
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| 3.30pm | YASH Technologies: YASH Technologies blends financial services expertise with AI, automation, and data integration to deliver resilient, compliant financial operations. This session covers how YASH accelerates Bizagi and Microsoft AI adoption, tackling today's regulatory pressures and customer demands. |
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| 3.45pm | Expert Panel Q&A A lively and interactive discussion with Microsoft, Bizagi, Insight Investment and YASH Technologies. |
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| 4.30pm | Closing & Drinks Summary, Q&A, and follow-up actions. |
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| 5.00pm | End |
