Navigating the Future:
The Impact and Adoption of
Gen-AI in Financial Services
Networking Dinner at The Capital Grille, New York

Here’s what we discussed:

With Gen-AI adoption soaring across various industry sectors, financial services are no exception. However, the impact of Gen-AI on this sector, given the sensitive nature of financial data and operations, remains a critical question.

Every organization is carefully considering the right measured approach to adopt Gen-AI, aiming to navigate challenges, mitigate risks, and unlock the full potential of AI to enhance customer experiences, maximize operational efficiency, and upskill the workforce.

Today, organizations must tread cautiously while staying ahead in the rapidly evolving Gen-AI landscape. Several financial services organizations are piloting tools to automate the preparation, aggregation, and validation of documents for trade finance, know-your-customer (KYC), and compliance reports. Others are experimenting with EdgeVerve-facing conversational tools to improve agent and customer experiences.

Looking ahead, this is a marathon, not a sprint. Participants joined this exclusive RoundTable with select leaders from the financial industry to discuss how first movers are already realizing value from the technology.

Key Discussion Points:

• Discover how Gen-AI is revolutionizing the financial sector
• Explore practical challenges and solutions in adopting the technology
• Learn about specific use cases currently being implemented in the financial services industry
• Gain insights into the future direction of the financial services industry over the next two years