BAI Webinar

What you need to know about AI

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RECORDED: October 12, 2023
TIME: 1:00 - 2:00 PM CT

Artificial intelligence (AI) has the potential to transform financial services. The range of uses of AI will eventually include automated fraud detection, personalized marketing, 24/7 customer service powered by chatbots, automation of routine claims and dispute processes, and more. On the path to these breakthroughs, employees at many financial institutions and non-banks have already started using AI to help them plan, execute, and manage their day-to-day tasks.

As with any new technology, AI also poses new risks that must be identified and managed. These include privacy concerns, intellectual property protection, and potential new cybersecurity threats. All organizations in financial services need an AI policy, even if the organization itself has not yet adopted AI.

In this webinar, we will cover many of the key questions financial services organizations have with AI along with what resources are available to help them create AI policies to help safeguard company information.

Discussion topics will include:

  • What is AI?
  • How are financial institutions using AI today?
  • What are some of the most compelling uses of AI in financial services?
  • How your employees might be using AI for work without your knowledge?
  • Regulatory concerns about AI
  • AI Policy Considerations
  • AI Resources



Steven Ramirez
Beyond the Arc

Steven is a strategic advisor with over twenty years of experience working with technology, fintech, and financial services companies. His expertise focuses on developing data-driven strategies to strengthen customer experience, marketing and operations.

Steven is a popular industry analyst, writer, and speaker in financial services and fintech. His insights have appeared in BAI Banking Strategies, American Banker, Financial Brand, and other industry publications. He has presented on customer experience, fintech, and digital trends at BAI events, Finovate, American Banker’s Financial Services Marketing Forum, CRM Evolution, Financial Brand Forum, and more. As the CEO of customer experience agency Beyond the Arc, his clients include banks, fintech companies, and banking associations. Steven earned his BA and MBA from the University of California, Berkeley.