Exploring Agentic AI for Financial Mutuals

Discover how Building Societies can harness AI with autonomy to drive innovation and trust

As building societies continue to evolve to meet rising member expectations, the next wave of AI innovation is here—and it’s very different from what’s come before.

Agentic AI is not just about automation—it’s about intelligent autonomy. Unlike traditional AI, which responds to defined inputs, agentic AI can interpret goals, make decisions, and take action independently. For mutuals built on trust and personal service, understanding this shift is essential.

Join Kerv Digital’s Pre-sales Consultant Amarat Mitharo for a clear, practical lunchtime session that explores what agentic AI really is, how it differs from conventional AI models, and what this means for your society’s operations, member experience, and future readiness.

What we’ll cover:

🔍 Agentic AI Explained
What makes agentic AI different—and how this change unlocks new potential for customer service, decision support, and back-office processes.

🏦 Use Cases for Building Societies
From personalised onboarding to automated triage and 24/7 self-service, we’ll show how agentic AI can enhance efficiency and improve member engagement.

⚖️ Responsible AI in a Regulated Sector
Learn how to approach AI responsibly—covering ethics, transparency, and regulatory considerations.

⚙️ Live Demo: Low-Code AI in Action
See how easy it is to begin—with real-world examples using tools like Microsoft Power Platform and Copilot Studio, no deep tech expertise required.

What you’ll learn:

• What sets agentic AI apart from traditional automation and why that matters in mutual financial services
• Where and how to safely apply this technology to benefit both members and teams
• How to align with regulation and maintain trust while exploring innovation
• How to take the first steps with accessible Microsoft tools already in your stack
• Whether you’re shaping digital strategy, member experience, or operational efficiency, this session will help you grasp the AI evolution—and apply it responsibly.

 Who should attend?

• Digital Transformation / Innovation Leads
• Heads of Customer Experience or Operations
• Data & Analytics Professionals
• Risk & Compliance Leaders