From Vision to Value: Execute an AI Strategy with Purpose

Virginia Heyburn is joined by James White, Principal Strategist at Engage fi, for a deep dive into one of the most transformative and challenging topics in financial services: artificial intelligence. They explore what it really takes to build and execute an effective AI strategy, the most common mistakes we see, and what a true AI strategy actually looks like. With so many AI vendors entering the market, they cover key questions you should be asking and highlight some red flags that can signal trouble ahead. Most importantly, they look at all the ways AI can reshape rolls, lead to more optimized operations, and strengthen the member or customer experience.

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