Discover how UK’s leading financial services teams bring their people, processes, and data together in a unified work operating system to drive AI-powered productivity in the Agentic Era

Financial services firms are under pressure to increase productivity, improve client responsiveness, and deliver more with existing resources. Generic copilots often fall short for client advisors trying to piece together customer context from multiple systems before meetings, or when KYC case escalations take too long to resolve because critical information is scattered across teams, tools, and documents.

AI only delivers real value when it is grounded in the full context of your business and embedded directly into how work gets done.

Skip the fluff and hear directly from featured speaker Man Group, on how leading financial service providers are using Slackbot, Salesforce, and Enterprise Search to connect knowledge across their existing technology ecosystem, including Microsoft 365, and drive faster execution across sales, service, and operations.

What you’ll learn

* How to help client-facing teams prepare faster and stay on top of revenue opportunities
* How to accelerate high-priority case resolution by connecting teams, CRM data, and enterprise knowledge
* How to unify collaboration across Salesforce, M365/Teams, and third-party agents to create a more connected and efficient operating model