Microsoft Reimagining Digital Banking with Agentic Customer Assistants

Digital banking teams are under growing pressure to deliver seamless, personalized self-service experiences across mobile and web channels. Yet despite years of investment, many banks still rely on rule-based chatbots and fragmented systems that fall short of completing end-to-end customer tasks. 

Agentic customer assistants represent a step change. Rather than answering FAQs, they understand customer intent, orchestrate workflows across banking systems, and safely execute actions with built-in guardrails.

This virtual roundtable brings together senior digital and technology leaders to explore how agentic assistants are reshaping digital banking - from improved containment and conversion to higher customer satisfaction and journey completion.

What We'll Explore:

• What agentic customer assistants make possible for modern banking

• How banks are embedding assistants into mobile and web channels to drive real business outcomes

• Practical approaches for starting narrow, scaling safely, and modernizing digital self-service using real-world examples

• Where governance, risk management, and compliance fit into agentic deployments

This is an off-the-record, peer-to-peer discussion designed to surface candid insights, lessons learned, and practical frameworks - not product pitches.

Discussion Topics:

Participants will explore:

• Top priorities for digital growth and where digital journeys most often break down, such as disputes, card management or onboarding.
• How self-service roadmaps are evolving - from rule-based chat to generative AI pilots and agentic capabilities. 
• Key actions digital channels should complete end-to-end, including payments, card servicing, FNOL, and account opening. 
• Challenges and considerations for deploying customer-facing GenAI safely, including accuracy, governance, compliance, and auditability.
• Systems and data on agent needs to connect it for real outcomes, and how to measure success through the KPIs that matter to Head of Digital

Reserve your spot

Join your peers for this exclusive, invite-only virtual roundtable and explore how agentic customer assistants are transforming digital banking. Seats are limited - secure your place below today.