Exclusively for NACFB, AI Inspire Webinar
AI Inspire: AI Adoption, Business ROI, Staying Secure and Tackling Shadow AI Wednesday 11 November 2026 | 10:30am to 11:30am | Online AI can help commercial finance brokers reduce administration, improve client communications and work more efficiently. But as employees begin using AI with client documents, lender information and commercially sensitive data, firms need to know what is being used and where the risks lie.Created exclusively for NACFB Members, this practical webinar explores how to turn AI into measurable business value without losing control. Discover what Microsoft Copilot, Work IQ and AI agents could mean for your firm, and how to tackle Shadow AI, protect data and introduce effective governance. Register Your questions answered Where could AI make the biggest difference to my firm? See how AI could support client communications, meeting preparation, document creation, research and everyday administration, freeing up more time for clients and business development. How do we get a genuine return from AI? Learn how to identify valuable use cases, prioritise the right processes and avoid investing in technology without a clear business outcome. What are Microsoft Copilot and Work IQ? Understand how Copilot works across Microsoft 365 and how Work IQ uses your authorised business context to make AI support more relevant to the work you do. How does AI governance support Consumer Duty? We’ll consider how clear ownership, oversight and human review can help firms maintain robust processes when AI is used in client communications and everyday operations. What are AI agents? Find out how agents can support multistep processes and repetitive work, and why permissions, ownership and oversight need to be built in from the start. See how AI could support client communications, meeting preparation, document creation, research and everyday administration, freeing up more time for clients and business development. Learn how to identify valuable use cases, prioritise the right processes and avoid investing in technology without a clear business outcome. Understand how Copilot works across Microsoft 365 and how Work IQ uses your authorised business context to make AI support more relevant to the work you do. We’ll consider how clear ownership, oversight and human review can help firms maintain robust processes when AI is used in client communications and everyday operations. Find out how agents can support multistep processes and repetitive work, and why permissions, ownership and oversight need to be built in from the start.
