Event

AI in Financial Services: From Vision to Execution

How Microsoft and Seismic are redefining client-facing workflows 

Join Microsoft and Seismic for an exclusive in-person event exploring how AI is being operationalised across Financial Services — securely, compliantly, and at scale. 

Date: 1 April 
Time: 09:00AM–12:15PM (Lunch & networking to follow) 
Location: Microsoft, 2 Kingdom Street, London W2 6BD 


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Why attend

AI is no longer a future-state conversation for Financial Services. The firms pulling ahead today are those embedding AI directly into the workflows their teams already use — without compromising governance, compliance, or trust. 
This event brings together Microsoft and Seismic to move beyond the AI hype and demonstrate practical, real-world applications of AI across client-facing teams — from strategy and productivity to enablement and execution. 


You’ll gain a clear understanding of: 

  • How AI is reshaping Financial Services globally 
  • Where Microsoft Copilot and Seismic Aura fit — and why they work better together 
  • How AI can reduce administrative burden and increase client impact 
  • How to turn AI strategy into actionable outcomes for your firm


Secure your Spot

Who should attend

This event is designed for senior leaders across Financial Services, including: 


  • Sales and relationship management leaders 
  • Enablement and L&D teams 
  • Marketing and content leaders 
  • Digital transformation and technology leaders 
  • Operations, compliance, and governance stakeholders 

Agenda

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09:00 – 09:30am | Breakfast & Networking 
Arrival, breakfast, and informal networking with peers. 


09:30 – 09:45am | Welcome & Opening Remarks (Seismic)

09:45 – 10:00am | Microsoft Perspective: Welcome and Opening Remarks (MSFT)
Lillian Hiscox, UK Banking and Capital Markets Director at Microsoft, will set the context for the morning and outlining how AI-powered enablement is becoming a competitive advantage in Financial Services.


10:00 – 10:15am | The Global View on AI in Financial Services: Showcasing the execution gap from the HBR report to set the vision for AI in FS. 


10:15 – 10:45am | The State of AI in Financial Services (Microsoft)
A high-level perspective from Marcus Martinez, Financial Services Advisor at Microsoft, offering a refreshed view on AI adoption, governance, and the shift toward agentic AI in FS.


10:45 – 11:15am | AI in the Everyday Workflow of a Client-Facing FS Team (Seismic)
A practical walkthrough with guest speaker, Joss Pennington from Capital Group, showing how Seismic embeds AI directly into Microsoft tools such as Outlook, Teams, and PowerPoint to support sellers before, during, and after client interactions.


11:15-11:30am | Coffee Break


11:30am–12:00pm | Copilot & Aura: Better Together
A product-led session with Gregory Jordan, RVP, Sales Engineering at Seismic and Sindhu Sundaravadivelu, Senior PM for Microsoft 365 Copilot and AI Ecosystem at Microsoft. They will explore how Microsoft Copilot and Seismic Aura work together to deliver productivity at scale — with the accuracy, compliance, and intelligence that Financial Services demands.


12:00–12:30pm | The Future of Selling: AI-Powered Efficiency with Seismic & Microsoft
This closing session led by Darren Sharpe, Microsoft Marketplace Channel Lead, alongside Keith McConnaghy, RVP Global Partnerships at Seismic. Together they will highlight the key themes from the day, translating insight into action. Attendees will leave with a clear view of how Microsoft and Seismic work together to drive AI-powered efficiency across client-facing teams — and what practical next steps look like for their organisation.


12:30pm | Lunch & Networking 

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Location


Venue:

Microsoft London
2 Kingdom Street, London, W2 6BD


Located in Paddington Basin, the Microsoft office is easily accessible via Paddington Station (National Rail, Elizabeth Line, Bakerloo, Circle, District, and Hammersmith & City lines). 


Turn AI strategy into action. 
Join Microsoft and Seismic to see how AI is being applied — responsibly and practically — across Financial Services. 

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