AI & Workforce Dynamics in Financial Services
A practical look at how AI is transforming work, productivity, and decision-making across financial services. August 10 at 11:00 AM EDT | 11:00 AM BST | 11:00 AM AEST.
AI is reshaping financial services, but many organizations are still struggling to determine where it’s creating measurable value and how it will affect their workforce. In this webinar, Orgvue experts will explore the latest research and industry trends, including how banks, insurers, and investment firms are balancing AI investments with growth, productivity, risk management, and regulatory requirements. Drawing on analysis of Fortune 500 companies and real-world examples, the session will separate AI hype from reality and reveal how leading financial institutions are using work as a core lever in understanding the ROI of AI.
You’ll gain practical insights into how AI is changing work, skills, roles, and organizational structures, and why understanding work at the activity level is becoming essential for effective workforce planning.
Using Orgvue, you will see how to:
- Gain a clearer view of how AI is impacting work across your financial services organization.
- Identify opportunities to improve productivity, efficiency, and workforce effectiveness.
- Evaluate different approaches to transforming work, skills, and operating models.
- Understand the workforce implications of AI investments before making decisions.
- Model future workforce scenarios and make more confident, data-driven transformation decisions.
Meet the experts
More about Steve
Prior to joining Orgvue, Steve worked for fifteen years at a consulting firm delivering transformation programs and organization effectiveness projects for clients across industries in the UK, Europe and North America. Steve is a passionate advocate of Data-Driven Organization Design, promoting best practices and insights across the Orgvue community.
More about James
James partners with financial services organizations to navigate complex workforce and organizational transformation. With a background in senior sales, commercial partnerships, and C-suite engagement, James specializes in building trusted client relationships and driving strategic growth through data-driven decision-making.
More about Kristen
Kristen Elsner is a Solutions Consultant at Orgvue specializing in workforce planning, organizational design, and workforce intelligence. With experience supporting organizational transformation initiatives and helping leaders make data – driven decisions, she is passionate about connecting workforce insights to meaningful business outcomes.