Pooya Charmarai Tohidi
Senior Project Manager, ΧΜ
Pooya Tohidi is a Senior Project Manager at XM, where he leads transformative AI projects, integrating advanced models to revolutionize financial services and deliver exceptional client value. With over a decade of project management experience—seven years in FinTech—Pooya combines strategic vision with technical expertise to implement innovative AI solutions that shape the future of the industry. Holding a Master’s degree in Business Administration and certifications in Professional Scrum Master I & II, he brings a unique blend of academic excellence and agile leadership to every project he undertakes.
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Leveraging AI for Enhanced User Insights and Feature Development
AI in Business - Insights from the Frontlines
Artificial Intelligence isn’t a futuristic concept — it’s here, reshaping businesses operations and the way we work. In this session, we take you behind the scenes of AI in finance, sharing real-world lessons from our journey at XM. From revolutionizing client engagement with AI-powered chatbots to optimizing customer experience, we explore how AI is transforming the brokerage industry and beyond. Deploying AI at scale comes with challenges — from managing hallucinations to balancing cost, speed, and accuracy. We’ll dive into some key insights, pitfalls to avoid, and the trade-offs every company must navigate. Join us as we cut through the hype, uncover the realities of AI adoption, and highlight the strategic choices that will define the future of financial services.
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