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Use AI to Innovate in Financial Services

Wednesday, July 1, 11 AM ET

Key Takeaways

  • Understand what AI can and can't do in financial services today — and identify the highest-value use cases for your organization.
  • Learn what tools and technologies power AI in financial services, and how to transform processes and teams to adopt them effectively.
  • Discover what skills different roles and departments will need to succeed with AI, and how to measure the impact of your transformation.

Your Presenter(s)

Rajesh Iyer headshot

Rajesh Iyer

VP of Enterprise AI Transformation at Capgemini at Capgemini

Capgemini logo

Rajesh leads Enterprise AI Transformation for Financial Services at Capgemini, helping large institutions apply machine learning and generative AI across risk, operations, and marketing. With over 30 years of AI and analytics experience, he has driven enterprise-scale AI initiatives at Fortune 500 companies and held senior roles at USAA, Mu Sigma, and EXL. Rajesh is an Advisory Council Member at Harvard Business Review and an official member of the Forbes Technology Council.

Dr. Madelaine Daianu headshot

Dr. Madelaine Daianu

Head of Data & AI at Credit Karma at Credit Karma

Credit Karma logo

Maddie leads Data and AI at Intuit Credit Karma, building recommendation systems and AI-powered experiences that serve over 100 million members on their financial journeys. She specializes in combining traditional machine learning with generative AI, with a strong emphasis on compliance, safety, and rigorous evaluation in regulated environments. Previously, she held senior data science and machine learning roles at Facebook and The RealReal.

Why this matters

AI is reshaping financial services at every level—from automating back-office processes to transforming customer experience and unlocking new sources of competitive advantage. Yet for most financial services leaders, knowing where to start, what is genuinely possible today, and how to build an organization that can execute on AI ambitions remains a significant challenge. The gap between AI potential and AI results is still wide, but it is narrowing fast for institutions that get the foundations right.

In this panel interview webinar, Rajesh Iyer (VP of Enterprise AI Transformation at Capgemini) and fellow industry experts will explore what it really takes to innovate with AI in financial services. You'll hear expert perspectives on the most impactful AI use cases, the tools and tech stack powering modern financial services AI, and how to transform processes and teams to capture real value. The panel will also discuss what skills each department will need and how to measure the success of an AI transformation.

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