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As AI continues to revolutionize the industry, financial services executives predict significant enhancements in customer service, with AI driving improvements in customer interactions, portfolio management, and product development. For financial advisors, this means a paradigm shift in engaging with clients, leveraging data-driven insights, and adapting to the evolving landscape of AI-powered technologies.

Join us for an enlightening session with experts from Moody’s Analytics—Ari Lehavi, General Manager, Predective Analytics and Rui Barreto PFP®, RRC®, Director, Third Party Risk Solutions, for insights you need to make informed, strategic decisions for your role in this new era.

This interactive event will feature a live Q&A session, allowing you to ask the panelists your most pressing questions and gain a deeper understanding of the future of AI in financial advisory services.

Ari Lehavi

General Manager, Predictive Analytics and AI, Moody's Analytics

Rui Barreto

Director, Third Party Risk Solutions, Moody's Analytics