Transforming Financial Services with AI: From investment to impact

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Speakers

Ronit Ghose
Global Head – Future of Finance, Citi Institute
Joel McKelvey
Head of Industry and Departmental Solutions, Glean

Overview

AI is everywhere in financial services—but is it delivering real value for your firm? While AI spending is projected to grow by 30% annually, many organizations still struggle to translate their AI investments into measurable impact.

This session will address a range of real-world use cases for AI in financial services organizations, including banking, investment, wealth management, and insurance. You’ll walk away with practical steps to drive a successful AI adoption, avoid common pitfalls, and deploy enterprise AI solutions that deliver real ROI.

Join AI experts as they reveal: 

  • The AI strategies leading financial firms are using today – and the results they’re seeing
  • How to avoid common pitfalls and roadblocks to driving companywide AI adoption
  • Actionable insights to turn AI investments into a competitive advantage

Don't miss this opportunity to gain a clear roadmap for AI success in financial services. Watch the replay!

Transforming Financial Services with AI: From investment to impact