The Intersection of Financial Institutions and Technology Leaders

Spotlight on Artificial Intelligence

March 13, 2025

Artificial intelligence is one of the hottest topics in technology, and promises to serve as a major differentiator and driver of competitiveness among financial institutions. 

AI “has the capacity to deliver knowledge efficiency, process efficiency, and overall, to just level up your competitive advantage,” says Danielle Pearson, senior business value consultant at nCino.

Financial leaders will need to develop strategic policies to oversee AI’s use within the institution, and make sure their employees are data literate and forward-thinking to deliver value to customers. In this video, experts share how banks can move forward with AI.

This video also includes insights from: 

• Brian O’Neill, chief client officer at Numerated
• Steve Sanders, chief risk officer and chief information security officer at CSI