Archives: Agenda

• The AI opportunity: convert client data into insights and actions (e.g., product recommendations, hyper-personalisation, intelligent prospecting, and client monitoring)
• Closing the investment and feasibility gaps: a practical assessment framework to evaluate AI use cases, secure stakeholder buy-in, and guide implementation
• Future-proofing AI operations: building a tech stack that empowers business teams, enhances customer experiences, and maintains compliance and efficiency with (private) AI

This session will explore how strong foundations—clear ethics, fairness, and a people-first mindset—are essential for scaling AI successfully in financial services. Leanne Allen (Head of AI Advisory at KPMG) will discuss how building smarter, more transparent systems can unlock real value, drive trust, and ensure AI delivers meaningful impact where it matters most.

Discover how leading FSIs are gaining a competitive advantage in their legal, compliance, and risk operations through AI-powered document analysis and drafting.

Most financial services organizations foresee a competitive advantage from using Generative AI for more creative and strategic tasks than its early use cases. But scaling up their use of the technology also exposes them to greater risks, from data privacy and ethical issues to misinformation. Howie Epstein, Director of Product Management at LexisNexis, will outline four steps firms should take to overcome these challenges and make Generative AI’s outputs more accurate, relevant and trustworthy.