Generative AI in Banking Financial Services and Insurance: A Guide to Use Cases, Approaches, and Insights

About Anshul SaxenaJayant MahajanShalaka Verma

Dr. Anshul Saxena is an author corporate consultant inventor and educator who assists clients in finding financial solutions using quantum computing and Generative AI. He has filed three Indian patents and has been granted an Australian Innovation Patent. He has been instrumental in setting up new-age specializations such as decision sciences and business analytics in multiple business schools across India. Currently he is working as Assistant Professor and Coordinator Center for Emerging Business Technologies at CHRIST University Pune Lavasa Campus. Dr. Anshul has also worked with reputed companies such as IBM as a curriculum designer and trainer and has been instrumental in training 1000+ academicians and working professionals from universities and corporate houses including UPES CRMIT and NITTE Mangalore; Vishwakarma University and Pune & Kaziranga University; and KPMG IBM Altran TCS Metro CASH & Carry and HPCL & IOC. With five years of experience in the domain of financial risk analytics with TCS and Northern Trust Dr. Anshul has guided master degree students in creating projects on emerging business technologies resulting in eight Scopus-indexed papers. Dr. Anshul holds a PhD in Applied AI (Management) an MBA in Finance and a BSc in Chemistry. He possesses multiple certificates in Generative AI and Quantum Computing from organizations such as SAS IBM IISC Harvard and BIMTECH.   Ms. Shalaka Verma a highly accomplished global technology leader with over 22 years of experience currently holds the position of Director Customer Success at Microsoft. With a strong focus on value realization and innovation she oversees the successful adoption and implementation of Microsoft's Modern Work Solutions Portfolio. Throughout her extensive career spanning research development and technical sales Shalaka has achieved remarkable milestones in various domains. She has spearheaded groundbreaking wins in AI platforms Database Platforms Hybrid Cloud and Always Architectures. Her expertise also extends to Quantum Computing where she has been recognized as the rst Quantum Ambassador for IBM in the ISA region and an Azure Quantum Ambassador at Microsoft. Shalaka is renowned for her broad technical knowledge and her ability to apply it to drive measurable business outcomes directly. Her leadership in technology R&D is evidenced by her ling of three US patents in the elds of blockchain storage virtualization and big data. One of these patents has already been commercialized and transformed into a licensed product feature. Shalaka's exceptional track record and diverse expertise make her a valuable asset in the technology industry. Her passion for delivering value to customers and driving technological innovation continues to shape the success of the organizations she works with.   Dr. Jayant Mahajan is an Associate Professor in the Department of Management distinguished by a diverse academic and personal profile. Holding a bachelor degree in physics and a master degree in information management from the University of Mumbai he further solidified his academic credentials with a PhD from Symbiosis International University. His doctoral research was instrumental in creating a training model for teaching ICT to visually challenged students. Beyond his academic pursuits Dr. Mahajan's interests extend to Strategy Management Fintech and the Philosophy of Technology with a personal inclination toward triathlons and the nuances of metaphysics and cleantech.