Unlocking AI Value in BFSI: Operating Model and Supplier Strategy

As AI adoption accelerates across banking, financial services, and insurance, leaders are working to define, measure, and govern AI adoption value, and drive change management for scaled adoption. This exclusive virtual roundtable on July 8 will explore how leading banks, financial services, and insurance firms are defining their AI target state and aligning talent, organizational structures, technology, data, sourcing, supplier strategy, and change management to realize sustained value.

Featuring Everest Group experts Ronak Doshi, Partner, and Amy Fong, Partner, the session will focus on how peers are articulating value outcomes, establishing governance and measurement frameworks, and orchestrating the full ecosystem required to deliver on that vision. The discussion will also touch on how organizations are evolving supplier strategies and commercial models as part of a broader, value-driven approach to AI across IT, operations, and customer experience.

Participants will explore: 

• How banks, insurance, and financial services firms are moving from AI pilots to measurable value realization
• How organizations should assess AI pricing, cost structures, and supplier choices
• What the future of the workforce looks like as financial services firms scale AI adoption
• Questions leaders should ask when shaping AI sourcing, technology, and customer experience strategies

Virtual Roundtable Guidelines

The only price of admission is participation. Attendees should be prepared to share their experiences and be willing to engage in discourse.

Everest Group will approve each attendance request to ensure an appropriate group size and mix of participants. The sessions are 90 minutes in duration and include introductions, a short presentation, and a facilitated discussion.