Unlocking Copilot—Practical Prompts, Use Cases, and AI Agents for Financial Institutions

March 26, 2026 - 2:00 PM CT | 1.5 CPE

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Price
$199
Member Price
$179

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Item: SBS-WEB-INS-20260326

Description

AI tools like Copilot are redefining how teams in banking work - boosting efficiency, improving accuracy, and enabling smarter decision-making. In this interactive session, you'll learn how to craft effective prompts, explore real-world use cases, and leverage AI agents to automate complex workflows. You'll gain practical strategies to integrate Copilot into IT operations while maintaining security, compliance, and governance. Walk away with actionable insights to unlock AI's full potential for your institution.

CPE Credits

SBS 1.50

Learning Objectives

  • Learn the fundamentals of effective AI prompting.
  • Explore Copilot use cases for IT teams in banking.
  • Use AI agents to automate tasks and streamline operations.
  • Integrate Copilot into IT workflows securely.
  • Build a roadmap for responsible AI adoption.

Procedure

This program uses Zoom. When you join the webinar, you will be presented with the option to use the Zoom app or access the event from your browser.

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