AI adoption is accelerating across banking and financial services, but for many institutions, the rush to modernize is making things worse, not better. Disconnected, unverified data is creating new silos instead of dismantling old ones.
In this on-demand webinar, IBISWorld experts across product, strategy, and content joined a practitioner from U.S. Bank to unpack what it actually takes to put trusted industry intelligence to work across sales, underwriting, and portfolio management.
What's covered
This session gets into the questions financial institutions are wrestling with right now:
- How are leading institutions embedding industry data into their technology roadmap, and what separates the ones getting it right?
- How can tools like Microsoft Copilot sharpen prospecting, call prep, and lending strategy so your team knows which industries to target and what messaging will actually land?
- How will emerging technology like Claude Code and Model Context Protocols (MCPs) transform portfolio analysis and early warning workflows? What does a smarter risk alert actually look like in practice?
- How does IBISWorld integrate with platforms like nCino to streamline the loan cycle and close the gap between lending, credit, and portfolio management?
Meet the speakers
- Jocelyn Phillips, Global Head of Product Development
- Josh Morozowski, Senior Director of Strategic Client Solutions
- Naren Sivasailam, Global Head of Content
- Prajwal Kuchangi, Assistant Vice President, CCB Data Analytics at U.S. Bank
