Data + AI Integration Summit ’25 | Session 5 | AI for Finance
Join Lee Davidson, Chief Data and AI Officer & Investor, as we explore real-world AI success stories in financial services and the tools, skills, and best practices behind them.
Improve the end-to-end customer experience and gain 360 customer visibility. Accelerate partner and customer onboarding. Streamline processes and deliver more self-service. Enhance and automate compliance. Do it all using AI + integration.
Automate and improve processes with the only AI-powered integration platform that lets financial services firms combine any data and any kind of integration with the full power of AI.
Use 550+ bidirectional connectors or any API. Automatically turn any data – market data, transactions, documents, pdfs, e-mails, and voice – into ready-to-use data products that you can easily map to a common data model in minutes.
Combine all integration styles – streaming, API integration (iPaaS), S(FTP), ELT/ETL/R-ETL, and more – to automate customer-facing, partner, front and back office processes without coding, powered by AI.
Use Nexla’s fully-governed vendor-neutral agentic AI, with support for over 20 LLMs and other technologies, to personalize the customer experience, add self service, or improve settlement and other processes in minutes without coding.
Take any unstructured documents, pdfs, pictures, and voice recordings, and automatically turn them into ready-to-use data products called Nexsets that can be shared and governed across any processes.

Onboard partners and customers in days, not weeks or months. Connect to external data sources, apps, and APIs. Quickly map any external data to your own common data model and integrate with your internal systems without coding for much faster onboarding, time to value, and partner or agency satisfaction.

Personalize the end-to-end customer experience. Automate most of the steps involved with customer enrollment, claims submission, and claims processing. Identify cross-selling opportunities. Do it all with no-code AI + integration.

Access and merge all the data you need – including market, portfolio, and 3rd-party data – to get a complete 360 view of risk. Then move the data anywhere and use the latest in ML and AI to continually improve risk management.

Automate the steps needed for Solvency II, IFRS 17 data lineage and reporting, and internal management reporting by leveraging built-in end-to-end row-level lineage and auditing that can be used for any reporting.

Turn any data silos – data feeds, financial reports, e-mails, notes – and automatically turn them into ready-to-use data products, called Nexsets, that can be easily shared and fully governed across any processes.
Onboard partners and customers in days, not weeks or months. Connect to external data sources, apps, and APIs, map and integrate it to your own common data model and systems up to 50x faster than the alternatives.
Use Nexla’s fully-governed vendor-neutral agentic AI, with support for over 20 LLMs and other technologies, to personalize the customer experience, add self service, or improve settlement and other processes in minutes without coding.
Access and merge all the data you need – portfolio, asset, currency, and other data – to get a complete 360 view of risk. Then use the latest in integration, ML, and AI to continually improve risk management.
Integrate data from across your organization—systems, partners, and third parties, no matter the format or source, to create unified, high-quality views—enabling smarter fraud detection and faster response.
Automate the steps needed for Cyber Security, ESG, Anti-Money Laundering (AML), internal management reporting, an more by leveraging built-in end-to-end row-level lineage and auditing that can be used for any reporting.
Up to 50x faster partner and agency onboarding, from months to days
10x greater productivity and self-service, no-code integration
Connects to anything from SaaS and APIs to custom and legacy systems
Real-Time and batch processing from files and daily loads to real-time APIs and streaming
No-code transforms powered by AI where you can graphically build or use AI prompts
Supports all integration patterns needed for AI, analytics, B2B and operations
GDPR and SOC 2 certified with end-to-end lineage and audit trails
2-5x lower costs compared to the alternatives
Join Lee Davidson, Chief Data and AI Officer & Investor, as we explore real-world AI success stories in financial services and the tools, skills, and best practices behind them.
Unlock the power of AI with insights from innovative industry leaders who are leading the charge on AI and GenAI initiatives.