AI in financial services: From strategy to execution

Jim Malone

Contributing Editor

CIO Marketing Services

Jerry Silva

Vice President

IDC Financial Insights

Tim Brophy

Strategic Principal Solutions Architect

Elastic

Thomas Mathew

Senior Director - Financial Services Industry Cloud

Microsoft

Financial services leaders are under pressure to improve customer experience, strengthen fraud detection, and meet rising regulatory demands — all while navigating the rapid emergence of generative and agentic AI. Many financial services companies see the potential but struggle with data readiness, governance, security, and execution.

In this webinar, experts from IDC, Elastic, Microsoft, and Kyndryl explore how financial services companies are moving from AI ambition to real-world impact. You’ll hear the latest market insights on AI adoption in financial services, learn where agentic AI is gaining traction, and understand the risks and concerns slowing progress.

Through a moderated discussion and real-world examples, the panel will share practical guidance on building trusted, scalable AI foundations — covering data quality, observability, security, and partnerships — so organizations can chart a confident path forward.'

Highlights

• How financial institutions are building trusted AI on enterprise-grade data foundations
• Why search, vector databases, and observability are critical to agentic AI success
• Common data, security, and compliance challenges and how to address them
• Real-world examples of AI projects supported by Elastic, Microsoft, and Kyndryl
• The value of ecosystem collaboration across platforms, services, and infrastructure

Additional resources

• Transform financial services with AI: Unlock growth, innovation, and insights
• AI-powered fraud detection: Protecting financial services with Elastic
• Agentic AI in financial services: The rise of autonomous intelligence
• The rise of intelligent banking: Unifying fraud, security, and compliance in the era of AI