AI as a Leadership Advantage: Strategies to Transform Your Financial Institution
AI is reshaping financial institutions, but true impact comes from strong leadership and clear strategy, not just technology. This session will show FI executives how to leverage AI to remove friction, modernize operations, and elevate both member and employee experiences. We’ll introduce a practical framework for identifying inefficiencies across digital channels, branch and contact center workflows, and back-office processes, helping leaders understand where automation delivers the greatest value.
Attendees will learn how to balance AI-driven automation with human expertise, design scalable processes that accelerate innovation, and build an actionable crawl-walk-run roadmap. Through real examples and strategic insights, you’ll walk away with a clear understanding of how to guide your institution through digital transformation, strengthen organizational alignment, and unlock measurable ROI.
Whether your AI journey is just beginning or rapidly expanding, this session equips you with leadership strategies to stay competitive and future-ready.
Learning Objectives:
Identify where AI delivers the greatest operational and experience impact: Learn how to use a practical framework to pinpoint inefficiencies across digital channels, branches, contact centers, and back-office workflows, and prioritize AI initiatives that remove friction and drive measurable ROI.
Balance automation with human expertise to scale responsibly: Understand how to design AI-enabled processes that modernize operations while preserving human judgment, improving both employee effectiveness and member experience.
Build a leadership-driven AI roadmap that accelerates transformation: Develop a crawl-walk-run strategy for AI adoption that aligns leadership, supports innovation at scale, and positions your institution to remain competitive and future-ready.
Presenter: Kathy Sianis is Senior Vice President of Client Success and Partnerships at Posh AI. Kathy has been in the Financial Industry for over 20 years, serving in senior roles, including CXO. She has vast experience in retail, contact center, lending, digital services, and operations. She is CX Certified and deeply passionate about empowering financial institutions to enhance customer experiences and achieve operational efficiencies that fuel organic growth. Kathy carries both a bachelor's and master's degree in business. She thrives in helping strategize how to leverage technology best to solve pain points, key objectives, and future opportunities.