Navigating the world of AI in financial services requires not only technical expertise but also strategic vision.

On this episode of CAIO, Iā€™m joined by John Chan, Director of Technology for AI and Machine Learning at Raymond James, who shares insights on the transformative power of AI.

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Be a part of the AI movement and gain from AI leaders as they share their real-world experiences, discuss the unique challenges and opportunities they face, and offer valuable perspectives on navigating the ever-shifting AI landscape.

Key Takeaways:
00:00 – 00:31 Introductions
00:32 – 05:00 Overview of Raymond James and John Chan’s role.
05:00 – 07:41 Initiating AI strategies and setting up an internal lab.
07:41 – 13:00 Importance of timely and accurate information retrieval.
13:00 – 17:26 Balancing immediate benefits and long-term transformation.
17:26 – 20:19 Ensuring data quality and collaboration on AI governance.
20:19 – 22:09 Skills needed for building advanced retrieval systems.
22:09 – 29:00 Promoting innovation through internal challenges.
29:00 – 36:07 Managing risk and innovation in a regulated industry.
36:07 – 42:00 Importance of reinvention and resilience in AI leadership.
42:00 Final advice for leaders setting up AI roles.

Resources Mentioned:
John Chan – https://www.linkedin.com/in/john-chan-059b996/
Raymond James – https://www.linkedin.com/company/raymond-james-financial-inc-/

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