The AI Summit New York

2025 Agenda

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Personalized Finance at Scale: Building Hyper-Relevant Customer Experience

Dec 10, 2025
Finance Stage
Finance
  • Explore how generative AI and small models are powering personalizing banking, investing and advisory services
  • Move beyond basic recommendation engines toward AI that adapts to user intent, financial behaviour, and life events in real time.
  • Address the trust gap: how leading firms are ensuring transparency, fairness and explainability in AI-powered client experiences

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