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Monday September 14, 2026 11:00am - 11:45am EDT
We're experimenting with AI — and we're excited about what's ahead. In this session, Bianca Zavala shares an early, behind-the-scenes look at some of the ideas we're exploring around how AI could help turn a firm's financial data into clearer, more actionable insight. Think less about static reports and more about the possibility of asking everyday questions of your data and getting helpful answers back.

Through concept demos and works-in-progress, we'll explore how AI might help interpret financial data, surface trends, and highlight signals that support better decisions. Nothing here is final — these are directions we're investigating, not finished features — but they offer a window into where we're heading.

Speakers
avatar for Bianca Zavala

Bianca Zavala

Manager, Product Management, SurePoint Technologies

Monday September 14, 2026 11:00am - 11:45am EDT
General Session Room - Savannah Ballroom A

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