Building, Governing, and Scaling AI Agents Across the Microsoft Ecosystem in Financial Services

As financial institutions embrace and adopt AI agents to automate workflows, enhance customer engagement, and boost productivity, there are a litany of security, compliance, and operations considerations that must be accounted for.

Watch Kayla Underkoffler, Director of AI Security and Policy Advocacy at Zenity, Zohar Raz, Group Product Manager of Power Platform Governance at Microsoft, and Ryan Ray, Regional Director of Cybersecurity & Privacy Consulting Practice at Slalom deep dive into how financial services organizations can confidently adopt and scale AI across Microsoft 365 Copilot, Copilot Studio, Azure AI Foundry and more… without compromising on security or compliance.

In this session, they explore:

How financial institutions are using Microsoft 365 Copilot, Copilot Studio, and Azure AI Foundry to build, customize, and deploy agents that drive innovation and efficiency.
Real-world examples of secure and compliant deployment patterns for AI agents across environments.
How to implement defense-in-depth for AI agents, providing visibility, governance, and real-time protection at every stage
Implementation strategies for how to operationalize AI agents within existing risk and compliance frameworks.

You’ll walk away with practical insights and a blueprint for securely accelerating AI adoption across your enterprise so your teams can innovate with confidence while keeping regulators and risk officers aligned.