AI-powered features are everywhere in financial services technology right now, and most of them don't change what a team actually does day-to-day. For Identifi, a leading document management and ECM platform, the standard is simple: does this remove real work from someone's day, or does it just exist to say the company has AI?

That standard doesn't get easier to hold as AI takes on more of the document lifecycle, it gets harder, since there's more surface area for a feature to look useful without actually being useful. This session covers how Identifi applies that standard in practice, directly from the person who set it, including what's already cleared the bar, what's being tested against it right now, and what's coming next.

You will learn:

• A framework for evaluating AI features on operational value instead of market pressure.
• How signature detection and AI-powered indexing solve specific, repeatable QA and QC failure points.
• What document validation will catch, and why it matters for document loss prevention.
• An early look at what Identifi sees coming next in the space.

Bring the standard back with you and use it on the next AI feature anyone pitches you, starting with whatever's already on your desk.

Speaker:

Kyle Donovan | Chief Operating Officer | Identifi
Kyle brings more than 20 years of experience in financial services, with leadership roles spanning IT, core integration, digital banking, project management, payment operations, fraud, business intelligence, and process automation. Throughout his career, he has led complex initiatives focused on improving operational efficiency, reducing risk, and enhancing the customer experience across multiple financial institutions.

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