Webinar

Empowering financial institutions with Microsoft 365

Transforming financial institutions by leveraging Microsoft 365 for strategic advantage

July 24, 2025
Event details
Date and time

Recorded, watch on demand anytime

Intended audience

CEOs, chief financial officers, controllers, chief technology officers, senior developers and chief information officers, and banks with $500 million to $15 billion in assets

Duration

60 minutes

Event overview

In today’s rapidly evolving digital landscape, financial institutions face pressing challenges that require a strategic approach. From harnessing cutting-edge technologies to optimizing resources, this webinar will delve into pivotal areas transforming the industry, including:

  • Emerging challenges and industry trends: Explore the latest shifts shaping financial services, including customer expectations, regulatory demands and technological advancements.
  • Responsible artificial intelligence applications: Discover how AI-powered tools and responsible AI practices can enhance decision making, improve customer experiences and drive innovation in financial institutions.
  • Licensing optimization: Learn strategies to maximize value from Microsoft licensing, ensuring cost-efficiency and scalability to meet evolving business needs.
  • Modern contact center solutions: Uncover cloud-based technologies and innovative solutions tailored to create seamless, efficient interactions in today’s modern contact centers.

This session will provide practical demos and actionable insights, empowering financial institutions to tackle challenges and thrive in a competitive environment.

Key takeaways:

  • Financial institutions must adapt to evolving customer expectations, regulations and technologies to stay competitive.
  • Responsible AI can drive innovation while ensuring ethical, data-driven decision making.
  • Strategic Microsoft licensing optimization can boost cost-efficiency and scalability.
  • Cloud-based contact center solutions can enable seamless, modern customer engagement.

Presenters
  • Aaron Donaldson
    Financial Institutions Consulting Co-Leader
    RSM US

    Aaron Donaldson, principal, serves as co-leader of the financial institutions consulting practice at RSM US LLP, focusing on technology and management consulting. 

    Aaron Donaldson
    Financial Institutions Consulting Co-Leader
    RSM US

    Aaron Donaldson, principal, serves as co-leader of the financial institutions consulting practice at RSM US LLP, focusing on technology and management consulting. 

  • Elia Blankenship
    Elia Blankenship
    Director
    RSM US
    Elia Blankenship
    Elia Blankenship
    Director
    RSM US
  • Pat Petersen
    Director, Financial Institutions Technology Consulting
    RSM US
    Pat Petersen
    Director, Financial Institutions Technology Consulting
    RSM US
  • Samantha Lukemyres
    Manager, Financial Institutions Technology Consulting
    RSM US
    Samantha Lukemyres
    Manager, Financial Institutions Technology Consulting
    RSM US
Event details
Date and time

Recorded, watch on demand anytime

Intended audience

CEOs, chief financial officers, controllers, chief technology officers, senior developers and chief information officers, and banks with $500 million to $15 billion in assets

Duration

60 minutes

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