The AI Summit New York

2025 Agenda

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The AI Value Gap: Capturing Today’s Returns While Building for Tomorrow’s Vision

Dec 10, 2025
Finance Stage
Finance

AI is delivering measurable impact, yet many firms struggle to transition from pilot projects to widespread, cross-functional deployment. This panel will tackle the pressing challenges financial institutions face as they balance immediate ROI with long-term transformation. Hear from industry leaders on modernizing data foundations, evolving talent models, and fostering trust amid regulatory scrutiny. Gain insights into strategic investment structuring that unlocks sustainable value and envision what success looks like when the AI value gap is finally bridged.

Speakers
Adrian Crockett, General Partner & Head of EJ Labs - Edward Jones
Evan Swartley, Head of Enterprise AI Program - Vanguard
Phil Andriyevsky, Americas FSO Tech Consulting WAM TT& TI Co-Leader - EY

Session Type

Fireside Chat

Content Focus

Strategy
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