Accelerating Innovation in Financial Services with Power Platform & Copilot Studio

Summary

Discover how Microsoft Power Platform and Copilot Studio can transform operations in the Financial Services Industry. We’ll guide you through getting started, implementing governance and security best practices, and building intelligent agents that deliver measurable efficiency gains.

You’ll see two powerful demos:

• Financial Insights Agent – Deliver real-time intelligence by synthesizing data from financial documents, news, and regulatory reports. This agent answers key financial questions and provides insight-driven analysis to support decision-making—helping analysts optimize workflows and stay informed without offering advice or forecasts.
• NIGO/IGO Process Agent – Accelerate onboarding and compliance by automating document review. The agent validates completeness, checks for missing signatures or fields, and ensures contracts meet regulatory standards—streamlining processes and minimizing costly delays.

Who Should Watch

• Ideal for technology leaders, operations managers, and compliance teams seeking efficiency and risk reduction within the Financial Services Industry.

Whether you’re exploring Power Platform for the first time or seeking advanced use cases, this webinar will provide actionable insights, licensing guidance, and opportunities for assessments or consultations.

Key Takeaways

• Understand what Power Platform & Copilot Studio are and how to get started.
• Learn governance and security best practices for enterprise deployment.
• See live demos of agents solving real challenges in the Financial Services Industry.
• Explore licensing options and related services to maximize ROI.

Speakers

Jay Leffue
Power Platform Practice Lead, Argano

 

Jared Lamber 
Group Product Manager, Microsoft

 

Sam Miller
Client Executive Director