AI & digital agents in financial services
Why AI doesn’t scale in financial services, and what you can do about it. Meet Nordea and CBS and see how.
About the event
The financial sector is under pressure from multiple directions.
Legacy systems make change slow and costly, compliance requirements tie up resources, and document handling remains heavy and manual. At the same time, data sits across systems without cohesion, while customers expect fast, accurate, and personalized advice in every interaction.
Many organizations try to solve this with AI by layering it on top of existing processes. It doesn’t solve the problem. The processes remain the same, data is fragmented, and integrations become bottlenecks. Without a strong foundation, AI is difficult to scale, and initiatives stall before delivering real value.
The consequence is clear: the potential is not realized. Pressure on operations, administration, and compliance continues, and no additional time is freed up for customers.
At this event, together with Nordea, we address the barriers that prevent AI from delivering value in financial services today. We will look at the managerial mindset with CBS, and explore how this effects the strategic approach when new technology is implemented.
What you will gain:
Based on real-world experience, we show what needs to change to make AI work in practice:
How to establish a solid foundation for AI and work with agents as an integrated part of operations
How integrating AI requires process redesign – not just automation
How managerial mindsets in the financial sector can affect your organizations strategic approach to clients, market and digitalization
And why data, integrations, and clear interfaces are critical to scaling
The focus is simple: free up time, improve quality, and enable better customer advisory.
What you will gain
a clear understanding of why AI initiatives stall in the financial sector
insights into the concrete barriers to scaling – and how organisational mindset can address them
a practical perspective on how agents, process redesign and the data foundation are interconnected
and how internal efficiency becomes the basis for better customer experiences.
Agenda
08:30 – 09:00: Registration and light breakfast
09:00 – 09:10: Welcome
09:10 – 09:35: From digital assistants to agent networks – Allan Buus, Context&
09:35 – 10:25: Strategic mindset in the financial sector – Torsten Ringberg and Per Østergaard, CBS
10:25 – 10:40: Break
10:40 – 11:10: Agents in practice at Nordea – John Skov, Nordea
11:10 – 11:40: Scaling in practice: Efficiency walls and process redesign – Mikael Ottesen, Context&
11:40 – 12:00: Data and integrations as the foundation for agent networks – Dion Angelo Valente, Context&
12:00: Q&A, sandwiches and wrap-up
Who should attend?
This event is relevant if you work in financial services and:
Are a decisionmaker or key specialist in financial companies
Are responsible for operations, IT, digitalisation or data
Work with administration, compliance or document management
