ERP Software in Government webinar

Discover how to measure, deliver, and prove the ROI of AI

As AI moves beyond experimentation, Financial Services is entering a new chapter. This era will be defined by forward-thinking banks, insurers, and capital markets firms that can prove ROI early.

 

However, understandable concerns around spend and scalability in Financial Services must be addressed. In such a regulated sector, the value and safety of AI investment needs to be clear.

 

To move forward, Financial Services Transformation Leaders need a strong AI investment case. Drawing on lessons learned from industry trailblazers and leveraging new tools available, that’s exactly what Telefónica Tech and Microsoft are covering in this session.

 

In this 30-minute webinar, we’ll be covering 5 key elements for successful AI scale in Financial Services:

 

  1. Understanding the Bigger Picture: Financial Services market context
  2. Measuring Predictable & Unpredictable AI Spend
  3. When & How Should FS Firms Use Microsoft Cowork
  4. Proving the ROI of AI (client examples, ROI calculator and scorecards)
  5. Balancing Ambition, Pace & Scalability for the Human Side of Finance

 

Join Telefónica Tech and Microsoft for this insightful session with live Q&A. You’ll leave equipped with the know-how to build a strong AI investment case at your Financial Services firm.

 

Explore the agenda

01 Financial Services Market Context

The shift from experimentation to accountability and why AI ROI is under greater scrutiny in Financial Services.

01 Financial Services Market Context
02 Measuring Predictable & Unpredictable AI Spend

Understanding fixed versus variable AI costs and building a baseline investment model in the new world of ‘Tokenomics’.

02 Measuring Predictable & Unpredictable AI Spend
03 When and how should we use Microsoft Cowork?

What is Microsoft Cowork, what are the best uses in Financial Services, and how to realise value.

03 When and how should we use Microsoft Cowork?
04 Proving the ROI of AI

Hear real-world examples of the return on investment (ROI) customers are seeing from recent AI engagements, in Financial Services and beyond. We'll also be sharing our exclusive ROI calculator and scorecard tools.

04 Proving the ROI of AI
05 Balancing Ambition, Pace, and Scalability

Encouraging innovation while maintaining oversight and putting The Human Side of Finance first.

05 Balancing Ambition, Pace, and Scalability

Register for Getting Real with ROI: Making the AI Investment Case in Financial Services

Technologies we're covering

Copilot Studio
Microsoft Copilot
Microsoft 365 Copilot and Copilot Studio for generative AI and agentic AI solutions.
Microsoft Cowork
Introduced in 2026, Microsoft Cowork is an AI agent within Microsoft 365 Copilot.
Microsoft Agent 365
Microsoft Agent 365
Microsoft Agent 365 enables organisations to deploy, govern, and manage agents at scale with enterprise-grade security.

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Discover how to improve control, insight, and resilience in Housing and Local Authorities with this helpful series from Telefónica Tech & Microsoft.

 

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