FSI and Gen AI: Wealth management advisor with Azure Foundry Agents and MCP
FSI and Gen AI: Wealth Management Advisor with Azure Foundry Agents and MCP 🚀 The Financial Services sector is entering a new era, one powered by Generative AI and Microsoft’s Agentic Ecosystem. From transforming how banks operate to redefining customer interactions, Azure OpenAI and Azure Foundry Agents are reshaping the landscape of wealth management and personalised investment advisory. 💡 In this session, we’ll explore how we built an investment advisory platform for Relationship Managers (RMs) using Azure OpenAI and open-source LLMs, delivering intelligent insights and enhanced client engagement, all while addressing the critical challenges of data privacy, security, and compliance. We’ll also dive into how Gen AI in FSI must go beyond traditional use cases like KYC and chatbots, towards enabling complex tasks like: ✅ Risk profiling ✅ Personalized investment insights ✅ AI-driven advisory assistance 🔒 Data, ethics, and transparency remain at the heart of every innovation, and we’ll unpack how Microsoft technologies are helping financial institutions navigate these challenges responsibly. Join us to see how Generative AI and Azure Foundry Agents are unlocking the next frontier of financial advisory. 🗓️ Date: 21 October 2025 ⏰ Time: 19:00 (AEDT) - 10:00 (CEST) 🎙️ Speaker: Priyanka Shah 📌 Topic: FSI and Gen AI: Wealth management advisor with Azure Foundry Agents and MCP
