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.

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Recent Insights

The AI Industry Today — Understanding the
Current State of Play

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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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AI Insights -
Business Value and Governance Strategies

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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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Navigating the AI Landscape:
Current State
of the Industry

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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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Trending Insights

From Vision to Value: C-Suite Engagement in AI Spending

The involvement of C-suite leaders in AI spending decisions is becoming increasingly important as AI transforms business operations and strategy.

Building An Effective Budget for AI Success

Strategic planning and increased budgeting for AI, including generative AI, are essential to drive innovation and maintain a competitive edge.

AI on the Fast Track: Operationalizing Use Cases

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.”

AI Models: Transformation With Smart Solutions

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.

AI Implementation: Efficiencies Over Errors

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.

Beyond the Firewall: Tech’s Impact On the Industry’s Risk Landscape

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

AI and Annuities: In Brief

How are insurers using generative artificial intelligence to improve the effectiveness of their annuity marketing and distribution?

2024 GenAI Insurance Trends

The generative AI (GenAI) wave has arrived in the financial services industry.

Moving Research Forward With the Help of AI

The strongest research blends AI capabilities with human judgment. Join the conversation on creating deeper insights and more effective outcomes for organizations.

Talent Strategy Will Shape AI Transformation Success

Technology alone will not determine AI success. Explore why workforce readiness, reskilling and role redesign have become strategic priorities for industry leaders.

Building the Future Workforce In the Era of AI

The future workforce will need new skills sooner as AI transforms daily work. Check out how intentional hiring and development can boost retention and performance.

First-Mile Data: Setting the Foundation for Agentic AI

Insurers pursuing AI driven operations face a hidden constraint: first-mile data. Streamlined intake accelerates onboarding and revenue. Consider the implications.

AI Governance: Creating a Responsible Framework

Only 30% of firms feel prepared for AI risk today. See how practical governance models help insurers manage bias, drift, vendors and accountability at scale safely.

New Insider Insights Podcast!

Insider Insights Podcast: Reimagining Claims with AI and Empathy

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.

Insider Insights Podcast: AI That Acts — Discovering the Future of Insurance

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.

Insider Insights Podcast: Data Ready — Preparing for 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.

Insider Insights Podcast: Transforming Insurance for the Modern Customer

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.

Insider Insights Podcast: AI Governance — Insights in Insurance

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.

Insider Insights Podcast: AI in Insurance — A Level Set

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.

Insider Insights Podcast: What is AI and What is Not AI?

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.

Insider Insights Podcast: Navigating AI — Overcoming Challenges and Embracing Imperatives

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.

Insider Insights Podcast: AI — Beginnings and Breakthroughs

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.

AI Webinars

Marketing Becomes Software: What a Carrier Marketing Team Can Build in an Afternoon

11/17/2026, 1 - 2 p.m. ET

In this webinar, Paul Tyler, Head of Enterprise Marketing at Zinnia, walks through three systems he built this year: a lead agent that rewrites its own scoring criteria, a website rebuilt for both human readers and AI assistants, and a working iPhone concept application produced in a single afternoon.

Control the Robot: Master Prompt Engineering to Build a Smarter AI and a Smarter Version of You

10/21/2026, 1 - 2 p.m.

In this interactive workshop, financial marketers at every level, from those still figuring out ChatGPT to experienced AI users, will learn how to move beyond basic prompting and take greater control of how AI thinks, responds, solves problems, creates, analyzes, and executes.

AI and Distribution Effectiveness: Transforming Advisor Productivity and Engagement in Asia

10/15/2026, 9 - 10 p.m. ET

See how insurers across Asia are using AI to boost advisor productivity, strengthen client engagement, and create more scalable, data-driven distribution strategies.

Beyond ChatGPT: The Next Generation of AI for Marketing

This webinar provides practical AI strategies that show how marketers can optimize targeting, strengthen messaging, improve GEO, and automate lead nurturing with simple AI agents.

Related Resources

Artificial Intelligence (AI) Tools and Resources

This comprehensive resource hub provides essential materials to enhance your organization’s AI journey. New Agentic AI in Insurance whitepaper.

AI Leadership Experience

The AI Leadership Experience, developed in partnership with Wharton Executive Education, equips industry leaders with strategic insight, practical tools, and leadership confidence needed to drive responsible, enterprise-wide AI transformation.