Webinar

Practical AI use cases to accelerate financial institutions’ digital journey

Optimizing operations and driving growth with data-driven automation and AI

April 02, 2025
Event details
Date and time

Recorded, watch on demand anytime

Intended audience

All titles from C suite to developers for banks sized $500 million to $15 billion

Duration

60 minutes

Event overview

Watch the second webinar in our series designed to help community and local financial institutions accelerate their digital journey. We provided the tools and knowledge needed to successfully navigate the complexities of digital transformation. This session used live demonstrations for the following use cases:

  • Customer acquisition: How does artificial intelligence provide an engaging experience for prospects? How can AI help them find out more about your institution and its offerings? See how to pre-populate applications based on the information already shared by the customer.
  • Customer service: How does AI facilitate the process of customer inquiry, service request, feedback and complaint for appropriate action? Get a detailed demo of a customer complaint use case guided by the use of generative AI.
  • AML automation: AI can automate anti-money laundering alert triaging, aid the investigation and help draft the suspicious activity report (SAR) for regulatory submission—see how.

With these use cases, we provided examples of how community and local financial institutions can use AI through practical implementations that close the digital divide with their larger competitors.


Presenters
  • Aaron Donaldson
    Financial Institutions Consulting Co-Leader
    RSM US

    Aaron Donaldson, principal, serves as co-leader of the financial institutions consulting practice at RSM US LLP, focusing on technology and management consulting. 

    Aaron Donaldson
    Financial Institutions Consulting Co-Leader
    RSM US

    Aaron Donaldson, principal, serves as co-leader of the financial institutions consulting practice at RSM US LLP, focusing on technology and management consulting. 

  • Arjun Sud
    Arjun Sud
    Principal
    RSM US

    Arjun Sud is national consulting principal and data, digital and AI leader for RSM US LLP.

    Arjun Sud
    Arjun Sud
    Principal
    RSM US

    Arjun Sud is national consulting principal and data, digital and AI leader for RSM US LLP.

  • Neil Kumar Venkateswaran
    Director
    RSM US
    Neil Kumar Venkateswaran
    Director
    RSM US

Craig Neimoeller  |  Manager, Advanced Analytics  |  RSM US

Event details
Date and time

Recorded, watch on demand anytime

Intended audience

All titles from C suite to developers for banks sized $500 million to $15 billion

Duration

60 minutes

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