Discussion: The opportunities and challenges of using AI in Financial Services

Andrew_Thompson_Qualtrics · 2025-04-03T18:05:37+00:00

I hope everyone has had a chance to read the McKinsey + Qualtrics Potential of AI Report. If you haven’t, here is a shameful plug to give it a read! AI is a game changer, there is no disputing that. AI is transforming key things across industries by enhancing productivity, elevating growth, and providing opportunities for process improvement.HOWEVER, for those of us in Financial Services the adoption has been very slow and cautious due uncertainty on regulatory requirements, consumer protection laws, and uncertainty on how we’re keeping our clients personal & financial information safe from threats. Discussion questions for the group:Are you using AI professionally in your roles? What about personally? If so, would you feel comfortable sharing an example of how you’re using AI? How does your firm approach the use of AI in the workplace? Is it more of a productivity tool? Do you have teams in place that govern AI’s use across the organization? What challenges have you or your firms faced with implementation of AI tools? Are you excited or nervous about the future of AI in financial services? I am looking forward to hearing your thoughts, questions, or experiences in the comments below!

Discussion: The opportunities and challenges of using AI in Financial Services | Experience Community

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