Pooya Charmarai Tohidi

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.