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Financial Services Lending: AI in Action

January 27, 2022
12:00 PM to 1:00 PM EST

Natasha Morales
Technical Support:

Technical Support
(BDO Employees):
  • Summary
  • Co-Sponsor
  • Course Information
  • Speakers


Learn how lenders are harnessing AI technology to improve customer experience, manage risk and improve back office operations

Established Financial Services firms are competing with FinTech and non-traditional players who leverage artificial intelligence (AI) as part of their data strategies. What do lending firms who may not have the size or scale to employ full-time data scientists need to know about what’s possible with AI?

CPE credit is not available for this webinar

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Disclaimer: This webinar is jointly sponsored by BDO USA LLP (“BDO”) and Microsoft. Information that you submit in connection with this event (e.g., registration information, courses selected) or that we collect about you during your participation in this event will be shared between BDO and Microsoft may use your information for the following purposes: event-related purposes; to contact you with information and offers about BDO or the Microsoft either individually or together; and as otherwise set forth in BDO’s or Microsoft’s respective privacy policy. Please contact Natasha Morales with any questions.
Join us to hear from BDO Digital’s National Financial Services Lead Bill Topel, National Data Analytics and AI Lead Rob Wellen, and Data Analytics and AI Sr. Manager Vijay Rajan to discuss how they are seeing current financial services firms leverage AI to drive business outcomes, including:
  • Customer Experience – Merchant analysis, customer churn production, and cross-sell opportunity identification
  • Risk Management – Anti-Money Laundering false positive reduction and loan/mortgage default prediction
  • Back Office Operations – Cashflow prediction
  • How to get started  What steps to take to get started with AI
CPE credit is not available for this webinar
Bill Topel - National Financial Services Lead, BDO Digital, LLC 
Rob Wellen - National Data Analytics and AI Lead, BDO Digital, LLC 
Vijay Rajan - Data Analytics and AI Sr. Manager, BDO Digital, LLC