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Artificial Intelligence in Financial Services

I’ve presented at a few conferences lately on AI in financial services, particularly on how investors are using AI.  I’ve posted here an expanded version of my slides.  I provide an overview of why AI is a tool that so many people are exploring; what I think increases the odds of success for companies using AI; and specifically how we see AI being used in financial services.  This is part of my research on innovation in asset management.

My co-author Yordanka Ilieva is a Columbia Business School MBA graduate with more than seven years of experience in technology & media corporate finance, entrepreneurial management, and new venture development. Before business school, Yordanka was Head of Finance for Selerity, a fintech start-up, featured by Fortune. Yordanka also held various positions in business development at Moody’s Analytics Knowledge Services, and in media, technology & telecom investment banking at Credit Suisse and Lazard Freres, where she advised public and private companies on M&A and restructuring transactions. Yordanka is currently looking for the right career move after completing her MBA from Columbia this month.

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