AI for Financial Services Blueprint [Webinar]

Work Smarter. Strengthen Relationships. Deliver More Value.

The financial services industry runs on expertise and trust. But too much of your team’s time goes into managing paperwork—leaving less time for analysis, advice, and client relationships.

Research is scattered across systems. Client reviews require hours of preparation. Routine documentation and follow-up compete with the work that needs your judgment. Meanwhile, expectations for faster, more personalized service keep rising.

AI can help you reclaim that time and rethink how work gets done.

In this webinar, presented by Google Cloud, Mike Kaput (Chief Content Officer, SmarterX) and Taylor Radey (Director of Research) explore how financial services professionals can use AI to strengthen research, improve client service, and streamline operations.

This session will give you a practical starting point for putting AI to work while keeping human expertise and accountability at the center.

What You’ll Learn

• What’s changing in financial services: How generative AI and AI agents can support decisions and connect steps across workflows—and what that means for your team.
• Where to start: Practical applications across financial research, client preparation, onboarding, compliance, and fraud detection.
• What’s working: Examples of financial institutions using AI to reduce manual work and improve service.
• Which tools to explore: How to match AI capabilities to your needs, from everyday assistance to more advanced applications.
• How to take action: A step-by-step approach to choosing a use case, building skills, measuring results, and expanding adoption responsibly.

Whether you’re exploring your first use case or building on early wins, you’ll leave with a clearer view of where AI can help and what to do next.

Who This Is For

This session is designed for leaders and professionals across banking, wealth and asset management, and payments, including:

• Business and operations leaders
• Financial advisors, relationship managers, and client service teams
• Research analysts and investment professionals
• Risk, compliance, and security leaders
• Technology and transformation teams guiding AI adoption

If you’re looking to give your team more time for analysis, decisions, and client relationships, this session is for you.

About the Series

This webinar is part of our AI for Industries Week, presented by Google Cloud.

Each blueprint is designed to help leaders turn AI theory into real-world operational impact across their organizations.

Meet Your Presenters

Mike Kaput is the Chief Content Officer at SmarterX & Marketing AI Institute, where he helps some of the world's top companies understand and adopt AI. He's also the co-host of the hit podcast The Artificial Intelligence Show and co-author of the book "Marketing Artificial Intelligence."

Taylor Radey is the Director of Research at SmarterX, where she leads original research on how artificial intelligence is transforming work, business, and society. She also serves as an instructor supporting AI Academy by SmarterX, translating research into learning experiences for professionals navigating rapid change.

Reserve Your Spot

Discover how to put AI to work across financial services and give your team more capacity to deliver the expertise your clients count on.

Register for the webinar

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