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  • calender-icon Event
  • Posted: 06 Nov 2026

The Modern Mutual: What Agentic AI Means for Building Societies

09
Dec
2026

Book your place
  • Calender-Icon Time: 10:00 - 11:00
  • Location-Icon Location: Webinar
  • Admin-Icon Organised By: Salesforce
  • Currency-Icon Free to attend
A free webinar hosted by BSA Associate, Salesforce
 

How do building societies deepen member relationships and trust, modernise service, and grow in the age of AI?


Building societies promise members white-glove service, while costs keep rising and regulators expect AI to be adopted carefully. That is the mutual paradox.

Join us for the first Modern Mutual webinar, the start of a new community for building society leaders exploring what agentic AI means for mutuals. It is a practical look at what is possible, what it takes to get there safely, and how to keep the human touch members value.

What you'll hear

  • Why now, and the mutual paradox: The decision window for AI is opening for building societies. This session covers what leaders are weighing up, and how to deliver white-glove member service at a sustainable cost, with AI as part of the answer.
  • A global view: Eran Agrios, SVP & GM, Financial Services at Salesforce, on the global product view and how financial services customers are succeeding with AI.
  • The art of the possible: Agentic AI in building societies, from member service to mortgage journeys and complaints handling, with a human in the loop by design.
  • An independent view: Baringa on what separates AI that delivers value from AI that stalls.


Speakers:
David Liversidge, Financial Services Industry Advisor, Salesforce
Eran Agrios, SVP & GM, Financial Services, Salesforce
Mike Giannini, Regional Vice President, Financial Services, Salesforce
Ben Morgan, Partner, Baringa

Who should attend?
Leaders across UK building societies: executive teams, transformation and change, digital, data and AI, member service and operations, mortgage and savings product, and risk and compliance.

The session is practical and candid, not a product pitch. It is complimentary, and if you can't watch at 10:00, register anyway and we'll send you the recording.

Event Summary

  • Wednesday, 9 December 2026
  • 10:00 - 11:00
  • modernmutual@salesforce.com
  • Free to attend

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