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TDWI Virtual Summit

Data, Analytics, and AI Strategies for Financial Services

October 10, 2024

8:00 am - 12:15 pm PT

Develop and Implement an AI Strategy for Business Impact in Financial Services (with Audience Q&A)

October 10, 2024

Prerequisite: None

Julia Bardmesser

CEO

Data4Real

This session will include a moderated Q&A featuring questions from the live audience.

Artificial Intelligence (AI) is transforming the financial services industry, enabling new business models, products, and services as well as enhancing customer experience, risk management, and operational efficiency.

However, there is often a gap between the hype and the reality of AI. To fully leverage the potential of AI, financial services firms need to adopt a strategic approach that aligns with their business objectives, customer needs, and regulatory requirements.

In this talk, Julia Bardmesser will share insights and best practices on how to develop and implement an AI strategy for financial services, covering the following topics:

  • The main challenges and opportunities of AI in financial services
  • The essential components and steps of an AI strategy for financial services
  • The critical success factors and pitfalls to avoid when executing an AI strategy for financial services
  • Innovation versus ROI conundrum

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TDWI Virtual Summit
Data, Analytics, and AI Strategies for Financial Services

October 10