TCH2610. Pushing Past the Prompt - Evolving to AI-Enabled Intelligent Workflows

Many firms use Microsoft Copilot, ChatGPT, or similar AI tools—but that’s only the tip of the iceberg. This session explores what comes after the initial AI assistant adoption: how to evolve from basic task support to firm-wide, intelligent workflows.

You will learn about:

* Expanding from AI-optimized tasks to AI-optimized workflows
* Successfully leveraging AI beyond initial time savings — such as improved decision-making, elevated client service, unlock new value for clients, and deeper insights
* Emerging tools and best practices to orchestrate multiple apps and agents (Copilot agents, custom GPTs)
* Setting up appropriate guardrails and "human-in-the-loop" checks with increasingly sophisticated agents and customGPTs usage
* New inspiration, templates, and ideas to immediately integrate AI tools deeper inside their firm.

Attendees will learn what the next wave of AI enablement looks like and how to build toward it while keeping their AI investments safe, scalable, and practical.