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The Modern Mutual: What Agentic AI Means for Building Societies

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.
09 Dec 26

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Knowledge sharing and educational events for building societies that increase awareness of business issues and provide the tools and skills that industry professionals need to develop their roles. Many of our events are open to other mortgage lenders and product providers.
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Over 27million

members served by our sector

32% of first-time buyers

Supported by building societies and two mutual banks

35% of all high street branches

up from 14% in 2013

Customer-owned, profits reinvested

for customers and local economies

BSA Strategy for Sector Growth: Finance for a Fairer Future

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We represent all 42 UK building societies, together with some of the larger credit unions
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Innovation with purpose: Strengthening customer relationships
Society Matters magazine

Innovation with purpose: Strengthening customer relationships

Society Matters - Spring 2026

The spring edition of Society Matters focuses on technology and innovation - we explore where the opportunities might lie, and how organisations can implement technology that enhances the member exper...
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