Generative AI in Banking Financial Services and Insurance: A Guide to Use Cases, Approaches, and Insights
暫譯: 銀行金融服務與保險中的生成式人工智慧：使用案例、方法與洞見指南
Saxena, Anshul, Verma, Shalaka, Mahajan, Jayant
相關主題
商品描述
This book explores the integration of Generative AI within the Banking, Financial Services, and Insurance (BFSI) sector, elucidating its implications, applications, and the future landscape of BFSI.
The first part delves into the origins and evolution of Generative AI, providing insights into its mechanics and applications within the BFSI context. It goes into the core technologies behind Generative AI, emphasizing their significance and practical applications. The second part explores how Generative AI intersects with core banking processes, ranging from transactional activities to customer support, credit assessment, and regulatory compliance. It focuses on the digital transformation driving investment banking into the future. It also discusses AI's role in algorithmic trading, client interactions, and regulatory adaptations. It analyzes AI-driven techniques in portfolio management, customer-centric solutions, and the next-generation approach to financial planning and advisory matters. The third part equips you with a structured roadmap for AI adoption in BFSI, highlighting the steps and the challenges. It outlines clear steps to assist BFSI institutions in incorporating Generative AI into their operations. It also raises awareness about the moral implications associated with AI in the BFSI sector.
By the end of this book you will understand Generative AI's present and future role in the BFSI sector.
What You Will Learn
- Know what Generative AI is and its applications in the BFSI sector
- Understand deep learning and its significance in generative models
- Analyze the AI-driven techniques in portfolio management and customer-centric solutions
- Know the future of investment banking and trading with AI
- Know the challenges of integrating AI into the BFSI sector
Who This Book Is For
Professionals in the BFSI and IT sectors, including system administrators and programmers
商品描述(中文翻譯)
這本書探討了生成式人工智慧在銀行、金融服務和保險（BFSI）領域的整合，闡明其影響、應用及BFSI的未來格局。
第一部分深入探討生成式人工智慧的起源和演變，提供其運作機制及在BFSI背景下的應用見解。它探討了生成式人工智慧背後的核心技術，強調其重要性和實際應用。第二部分探討生成式人工智慧如何與核心銀行流程交集，涵蓋從交易活動到客戶支持、信用評估和合規性等方面。它專注於推動投資銀行未來的數位轉型，並討論人工智慧在算法交易、客戶互動和合規調整中的角色。它分析了在投資組合管理、以客戶為中心的解決方案以及下一代財務規劃和顧問事務中的人工智慧驅動技術。第三部分為您提供了一個結構化的AI採用路線圖，突顯步驟和挑戰。它概述了幫助BFSI機構將生成式人工智慧納入其運營的明確步驟，並提高對BFSI領域中與AI相關的道德影響的認識。
在本書結束時，您將了解生成式人工智慧在BFSI領域的當前和未來角色。
您將學到的內容：
- 知道什麼是生成式人工智慧及其在BFSI領域的應用
- 理解深度學習及其在生成模型中的重要性
- 分析投資組合管理和以客戶為中心的解決方案中的AI驅動技術
- 知道投資銀行和交易的未來與AI的關係
- 知道將AI整合進BFSI領域的挑戰
本書適合對象：
BFSI和IT領域的專業人士，包括系統管理員和程式設計師。
作者簡介
Dr. Anshul Saxena is an author, corporate consultant, inventor, and educator who assists clients in finding financial solutions using quantum computing and Generative AI. He has filed three Indian patents and has been granted an Australian Innovation Patent. He has been instrumental in setting up new-age specializations such as decision sciences and business analytics in multiple business schools across India. Currently, he is working as Assistant Professor and Coordinator - Center for Emerging Business Technologies at CHRIST University, Pune Lavasa Campus. Dr. Anshul has also worked with reputed companies such as IBM as a curriculum designer and trainer and has been instrumental in training 1,000+ academicians and working professionals from universities and corporate houses, including UPES, CRMIT, and NITTE Mangalore; Vishwakarma University, and Pune & Kaziranga University; and KPMG, IBM, Altran, TCS, Metro CASH & Carry, and HPCL & IOC. With five years of experience in the domain of financial risk analytics with TCS and Northern Trust, Dr. Anshul has guided master degree students in creating projects on emerging business technologies, resulting in eight Scopus-indexed papers. Dr. Anshul holds a PhD in Applied AI (Management), an MBA in Finance, and a BSc in Chemistry. He possesses multiple certificates in Generative AI and Quantum Computing from organizations such as SAS, IBM, IISC, Harvard, and BIMTECH.
Ms. Shalaka Verma, a highly accomplished global technology leader with over 22 years of experience, currently holds the position of Director, Customer Success at Microsoft. With a strong focus on value realization and innovation, she oversees the successful adoption and implementation of Microsoft's Modern Work Solutions Portfolio. Throughout her extensive career, spanning research, development, and technical sales, Shalaka has achieved remarkable milestones in various domains. She has spearheaded groundbreaking wins in AI platforms, Database Platforms, Hybrid Cloud, and Always Architectures. Her expertise also extends to Quantum Computing, where she has been recognized as the first Quantum Ambassador for IBM in the ISA region and an Azure Quantum Ambassador at Microsoft. Shalaka is renowned for her broad technical knowledge and her ability to apply it to drive measurable business outcomes directly. Her leadership in technology R&D is evidenced by her filing of three US patents in the fields of blockchain, storage virtualization, and big data. One of these patents has already been commercialized and transformed into a licensed product feature. Shalaka's exceptional track record and diverse expertise make her a valuable asset in the technology industry. Her passion for delivering value to customers and driving technological innovation continues to shape the success of the organizations she works with.
Dr. Jayant Mahajan is an Associate Professor in the Department of Management, distinguished by a diverse academic and personal profile. Holding a bachelor degree in physics and a master degree in information management from the University of Mumbai, he further solidified his academic credentials with a PhD from Symbiosis International University. His doctoral research was instrumental in creating a training model for teaching ICT to visually challenged students. Beyond his academic pursuits, Dr. Mahajan's interests extend to Strategy Management, Fintech, and the Philosophy of Technology, with a personal inclination toward triathlons and the nuances of metaphysics and cleantech.
作者簡介(中文翻譯)
安舒爾·薩克塞納博士是一位作家、企業顧問、發明家和教育者，協助客戶利用量子計算和生成式人工智慧尋找財務解決方案。他已在印度申請了三項專利，並獲得了澳大利亞創新專利。他在印度多所商學院中推動了決策科學和商業分析等新興專業的建立。目前，他在普納拉瓦薩校區的基督大學擔任助理教授及新興商業技術中心的協調員。安舒爾博士曾在IBM擔任課程設計師和培訓師，並在培訓超過1,000名來自UPES、CRMIT和NITTE曼加羅爾等大學及企業的學者和專業人士方面發揮了重要作用，包括維什瓦卡爾瑪大學、普納大學和卡齊朗加大學，以及KPMG、IBM、Altran、TCS、Metro CASH & Carry和HPCL & IOC。安舒爾博士在TCS和北方信託的金融風險分析領域擁有五年的經驗，指導碩士生創建有關新興商業技術的項目，並產生了八篇Scopus索引的論文。安舒爾博士擁有應用人工智慧（管理）博士學位、金融MBA學位和化學學士學位。他擁有來自SAS、IBM、IISC、哈佛和BIMTECH等機構的多個生成式人工智慧和量子計算證書。
沙拉卡·維爾瑪女士是一位成就卓越的全球技術領導者，擁有超過22年的經驗，目前擔任微軟客戶成功總監。她專注於價值實現和創新，負責監督微軟現代工作解決方案組合的成功採用和實施。在她的廣泛職業生涯中，涵蓋研究、開發和技術銷售，沙拉卡在各個領域取得了顯著的里程碑。她在人工智慧平台、數據庫平台、混合雲和始終架構方面取得了突破性的勝利。她的專業知識還擴展到量子計算，並被認可為IBM在ISA地區的首位量子大使和微軟的Azure量子大使。沙拉卡以其廣泛的技術知識和將其應用於推動可衡量的商業成果的能力而聞名。她在技術研發方面的領導力體現在她在區塊鏈、存儲虛擬化和大數據領域申請的三項美國專利中。其中一項專利已經商業化並轉化為授權產品功能。沙拉卡卓越的成就和多樣的專業知識使她成為技術行業中的寶貴資產。她對為客戶提供價值和推動技術創新的熱情，持續塑造著她所工作的組織的成功。
賈揚特·馬哈詹博士是管理系的副教授，擁有多元的學術和個人背景。他擁有孟買大學的物理學學士學位和信息管理碩士學位，並在辛巴約西斯國際大學獲得博士學位。他的博士研究對於創建教學資訊通信技術（ICT）給視障學生的培訓模型至關重要。除了學術追求外，馬哈詹博士的興趣還擴展到策略管理、金融科技和技術哲學，並對鐵人三項和形而上學及清潔技術的細微差別有個人傾向。
