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Solo talk · Recorded

The Four-Step Framework for AI-Ready Financial Services

A practical framework for helping financial-services organizations move beyond AI hype by defining the right problem, aligning data and infrastructure, measuring business outcomes, and improving through feedback.

Date
May 13, 2026
Location
S&P Global Ratings, New York, New York

Presented at AI Loves Data New York, this talk outlined a four-step framework for building AI readiness in financial services.

The session focused on defining the right business problem, aligning data and infrastructure, measuring success through business outcomes, and continuously improving through feedback. The goal was to treat AI not as a starting point, but as the result of strong strategy, disciplined execution, and organizational readiness.