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AI ready: Preparing for the future of the financial services industry

Sabo Matt
Oct 10, 2024

Gartner predicts that by 2027, AI will touch all areas of the financial services industry, particularly front-line staff operations. It’s set to revolutionize work by automating routine tasks, providing personalized customer interaction and maximizing the value of your data with real-time analysis.

But to harness AI effectively, organizations must start with the right technology.

Your organization needs to understand the industry changes, technology and technology partnerships that facilitate successful AI adoption. You also need to keep pace with changes in how data is searched, collected and used.

Our webinar recording can help you prepare with insight into:

  • The technology components necessary for successful AI implementation.
  • How to evaluate the adequacy of core and cloud-provider offerings.
  • When to consider adopting newer SaaS solutions.

Our speakers will help you identify the technology components you need to take full advantage of AI in financial services and partners that can help.

Author(s)

Matt Sabo
Director, Wipfli Advisory LLC
Jon Serafino
MBA, Director, Wipfli Advisory LLC

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