
Most executive teams are still working out what AI agents are while their organisation buys them. That sequence is the problem this session fixes.
The session gives a leadership team a shared picture of three things. What agentic AI does that earlier technology could not. Where the returns appear, on what timescale, and which of them a competitor can match within months. What the leadership team itself has to decide, because it cannot be delegated to a technology function.
It uses a capability model (Level 0–Level 5) to locate where the organisation stands today, and current evidence from the companies furthest ahead, including companies such as JPMorgan and Allianz.
For boards, executive committees and leadership teams either at the start of an agentic AI programme, or partway in and unsure what it is producing.
Format: 60 to 90 minutes, in person or online, tailored to the company's sector and starting position.
Efficiency is the easiest thing to buy from agentic AI and the first thing to be competed away, because every rival can buy the same capability at the same price.
What accumulates instead is decision quality. Each difficult decision an organisation takes, records with its reasoning, and puts in front of whoever takes the next similar one, widens the range of work it can handle to expert standard without the expert present. The experts released move to the cases still beyond it. The effect holds only where the record is read back at the point of decision; written and never read, it is an audit trail. This is the one part of an AI programme a competitor cannot purchase, because it is made of the company's own decisions.
The session takes a leadership team through four choices that decide which outcome they get: which work to point agents at, what to build and what to rent, where decisions and their reasoning are recorded and who owns that record, and what each agent may decide alone.
Participants leave with their own first answers to those four, a reading of where they sit on Level 0–Level 5, and two or three candidate projects with the case for each.
For executive teams ready to commit budget and wanting to know what they will own at the end of it.
Format: half day or full day, working session, maximum 20 participants.
In insurance and financial services, the decisions that set the results are made on incomplete information by people whose judgement took years to build: which risks to write and at what price, which claims to pay and which to challenge, how much to reserve and when to release it.
Most agentic AI programmes in these sectors are built against the expense ratio, where the returns are quickest, smallest and shared with every competitor. The larger prize sits in the loss ratio and depends on decision quality, which is where the record of past reasoning does its work.
The session covers the four places value lands in an insurer's or lender's numbers, what the current leaders have actually put into production as opposed to announced, and the governance an agentic system needs before it touches a pricing, underwriting or claims decision.
For underwriting, claims, operations, strategy and technology leadership in insurers, brokers, banks and asset managers.
Format: 90 minutes to a full day, in person or online.