The experience problem in financial services (and what AI can do about it)

Chad Tindel

Senior Principal AI Solution Architect

Elastic

Christine Espinosa

Principal Value Engineer

Elastic

The large majority of financial institutions are investing heavily in AI—but many are finding that moving from experimentation to real business impact is harder than they expected it to be.

But why?

Because AI is only as powerful as the data foundation behind it.

Today’s customers expect fast, personalized, seamless experiences across every channel. At the same time, employees need instant access to accurate information to deliver those experiences their customers crave. The problem? Fragmented systems, siloed data, and disconnected workflows often stand in the way.

In this on-demand session, Elastic experts Chad Tindel and Christine Espinosa explore how financial institutions can break down data barriers, make information easier to find, and build the foundation needed for superior AI-powered customer and employee experiences.

You’ll learn how leading financial organizations are using unified search, semantic search, and AI-ready data strategies to deliver faster answers, improve productivity, and create more trusted, scalable experiences.

Highlights

• The hidden cause behind many customer experience challenges: How customer experience problems are often actually data access and searchability problems.
• The cost of fragmented systems:Disconnected systems create friction for customers and employees, ultimately leading to increased costs and slower resolution times
• The struggle to move AI initiatives from pilots to production:How trusted, connected data play a critical role in AI success
• Making AI more accurate and actionable: How semantic search, intelligent document processing, and context engineering help make this possible
• Empowering employees: Learn how today’s financial leaders can empower employees with faster access to the information they need to do their jobs
• Real business outcomes: How AI-powered search can improve customer interactions, reduce operational complexity, and support more consistent experiences
• A stronger AI foundation: Explore how building a stronger AI foundation can lead to improved productivity, faster resolution, and greater trust in AI-driven insights