Webinar: Agentic AI in Finance – From Tools to Real-World Workflows

We Are Agentic is hosting this practical, finance-focused webinar exploring how AI is being used inside modern finance teams today - not in theory, but in real, day-to-day workflows across FP&A, reporting, and executive communication.

Rather than focusing on AI as a technical discipline, this session takes a hands-on, applied approach, showing how tools such as Claude and Microsoft Copilot are being used in practice, and where each tends to perform best in finance contexts.

What to expect

In this 90-minute live session, we will explore:

• How finance teams are using AI in real workflows today

• A side-by-side demonstration of Claude and Copilot

• Where each tool is strongest (and where human oversight remains essential)

• Practical applications across FP&A, reporting, and finance communications

• Governance, risk, and implementation considerations for finance leaders

• How early “agentic” patterns are emerging in finance workflows

Session format

This is a live, demo-led session designed for senior finance professionals.

We will work through real finance scenarios, including:

• FP&A and scenario analysis

• Board-level summaries and executive commentary

• Reviewing and synthesising large or complex data sets

• Drafting and refining finance communications

• Turning unstructured inputs into structured outputs

For each scenario, we will:

• Show the prompt used

• Demonstrate outputs from Claude and Copilot

• Compare strengths, limitations, and practical considerations

• Highlight where human judgement remains critical

We will also include a real-world stress test scenario, showing how each tool performs when inputs are messy, ambiguous, or incomplete—reflecting how finance work actually happens.

Speakers

Raphael Joseph Co-Founder, We Are Agentic

Raphael co-founded We Are Agentic to help organisations move from sporadic, uncoordinated AI use to genuine literacy and embedded adoption across their workflows. He has seen first-hand where AI is stalling inside UK businesses, and, crucially, what it takes to get past it.

Before founding We Are Agentic, Raphael spent nearly a decade as a software engineer at Goldman Sachs and JPMorgan Chase, building financial models, pricing tools, and derivatives trading applications. He went on to head digital transformation and lead a global solutions engineering team at Kaltura, a publicly listed SaaS vendor, where he ran technology adoption programmes across large multinational enterprises in banking, pharmaceuticals, and manufacturing. He now distils those lessons into a practical playbook for SMEs.

Anant Dole Chief AI Officer, We Are Agentic

Anant is an enterprise AI practitioner and thought leader with hands-on experience deploying AI agents and workflows across Finance, Healthcare, and Retail in Fortune 500 organisations. Before joining We Are Agentic, he was Founding AI Architect at Writer and spent seven years at Uber across engineering, product, and operations roles. He has also built and sold an AI agent application, giving him practical experience taking AI products from concept to market. He holds a Master of Engineering Management from Dartmouth and regularly speaks and runs workshops on enterprise AI adoption globally.

Closing discussion

We will finish with an open discussion covering:

• Practical adoption in finance teams

• Governance and control considerations

• Early lessons from real-world implementation

• Member questions and use cases

Please Note:

• LinkedIn Profiles will be shared with all attendees pre/post event, so you can see who is attending/attended the event with you and connect should you wish.

• Email addresses for attendees are collected by NOVA and our partner, for event follow up and event feedback but not general marketing purposes.