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Artificial Intelligence
Artificial Intelligence (AI) is transforming the financial services industry in numerous ways — streamlining operations, enhancing risk assessment accuracy, and personalizing customer experiences — to name a few. Find thought leadership on AI to understand industry trends, inform strategies, develop standard operating procedures and policies, and drive innovation.
The financial services industry is transforming, driven by AI and generative AI, as companies shift focus to harness their potential for lasting success.
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This whitepaper offers valuable strategies
around business value and governance
so you can harness
the potential of AI within your organization.
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Whether your organization is just beginning to explore AI or looking to expand implementation, this executive summary offers valuable strategies to help you harness the potential of AI in your organization.
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The involvement of C-suite leaders in AI spending decisions is becoming increasingly important as AI transforms business operations and strategy.
Strategic planning and increased budgeting for AI, including generative AI, are essential to drive innovation and maintain a competitive edge.
Implementation of Artificial Intelligence (AI) is a focus across the financial services industry today. As companies recognize both cost reductions and productivity gains, they’re seeing few inaccuracies with their implementations — suggesting these innovations are opportunities for growth.
As the implementation of AI takes precedence across the financial services industry, AI models are beginning to drive efficiency and advancements. Whether built in-house, sourced from third-parties, or developed with a hybrid approach, these models provide tailored solutions, enhance business capabilities, and drive innovation.
In today’s fast-paced digital landscape, time is of the essence. Quickly operationalizing GenAI use cases can be the game-changer organizations need to stay ahead in the “Age of AI.”
When asked about the biggest risks to the industry, risk professionals continued to rank technology in the top spot, but cybercrime and fraud jumped up in ranking from last year. What factors are enhancing their concerns?
AI Research and Thought Leadership
The generative AI (GenAI) wave has arrived in the financial services industry.
Discover how generative AI shifts financial behaviors, boosts confidence and enhances client interactions across demographics. Explore key findings from the study.
Adoption of artificial intelligence is accelerating across the industry. Discover how companies are using it now and what’s ahead. Get the full FORECAST 2026 report.
Facing complexity with confidence: See how insurance leaders are building AI strategies using shared tools and standards to guide ethical, safe and scalable adoption.
AI is transforming financial services, but with innovation comes risk. Learn how LIMRA and LOMA’s AIRC Model and AIRE Framework can help firms manage AI.
Manual testing is out. AI-driven quality assurance is in. Step into the future with intelligent systems that cut costs and boost compliance. Modernize your QA today.
Agentic AI is reshaping how decisions are made and actions are taken. Understand what it takes to stay competitive and make smarter moves in a shifting landscape.
Learn how AI agents and agentic AI are transforming our industry. Explore how this new wave is driving industry innovation and impacting the insurance value chain.
New Insider Insights Podcast!
In this episode, Kartik Sakthivel, chief information officer, LIMRA and LOMA, sits down with Brent Williams, founder and CEO, Benekiva, to explore how AI is transforming the insurance claims process.
In this episode, Kartik Sakthivel, Chief Information Officer, LIMRA and LOMA, Nelson Lee, Founder, Infras (formerly iLife Technologies), and John Keddy, VP Insurance Strategy and Solutions, Lazarus AI dive into one of the most-talked about trends of the year — Agent and Agentic AI.
In this episode, Kartik Sakthivel, Chief Information Officer, LIMRA and LOMA and Nelson Lee, Founder and CEO, iLife Technologies candidly discuss the importance of tackling data issues upstream and stress that the value of AI hinges on resolving business problems.
Kartik Sakthivel, chief information officer, LIMRA and LOMA and Jonathan Yoon, vice president, head of marketing – life, Nationwide, discuss how AI is being leveraged to improve customer engagement, understanding, and personalization.
In this episode, Kartik Sakthivel, chief information officer, LIMRA and LOMA and Kelly Coomer, CIO, Sammons Financial Group and Chair of the LIMRA and LOMA AI Governance Group, discuss the purpose and achievements of the group, including tools and frameworks to maximize the business value of AI and promote responsible usage.
In this episode, Kartik Sakthivel, chief information officer, LIMRA and LOMA and Paul Tyler, chief marketing officer at Nassau Financial Group, level set the state of AI in the insurance industry.
In this episode, Kartik Sakthivel, LIMRA and LOMA's chief information officer and Nirav Dagli, chief operating officer at Spinnaker Analytics, discuss what qualifies as AI and what doesn't.
In this episode of the Insider Insights podcast, Kartik Sakthivel, Chief Information Officer, LIMRA and LOMA, and John Keddy, LazarusAI, provide insights into the challenges and imperatives of AI in the insurance industry.
In this episode of the Insider Insights podcast, Kartik Sakthivel, Chief Information Officer, LIMRA and LOMA and John Keddy, LazarusAI, discuss relevant AI topics including historical roots, current applications, rapid adoption, and the critical importance of AI and its growing influence.
6/25/2025, 1 - 2 p.m.On-Demand Webinar — As we move deeper into 2025, the convergence of artificial intelligence and human-centric automation is rapidly reshaping the insurance industry. In this can't-miss webinar, we'll dive into one of the most talked-about trends of the year: Agent and Agentic AI.
4/22/2025, 10 - 11 a.m.On-Demand Webinar — AI is pervasive and transformative, and success with it requires focusing on both technology and foundational aspects, which will be discussed in an upcoming webinar.
12/3/2024, 1 - 2 p.m.On-Demand Webinar — We are excited to invite you to our upcoming webinar designed specifically for marketers in the life insurance, annuities, and workplace benefits sectors. This session will delve into advanced AI prompting techniques that go beyond the basics, offering you the tools to enhance your marketing strategies and stay ahead in a rapidly evolving industry.
10/29/2024, 1 - 2 p.m.On-Demand Webinar — This webinar explores how a fully digital experience can revolutionize your business operations and customer interactions, highlight the recurring challenges that necessitate core transformation, and share practical activities and strategies to kickstart and sustain your digital transformation journey.
