Generative AI is transforming financial services, powering personalized advisory, risk modeling, and fraud detection with unprecedented speed. Yet, the real challenge lies in making AI explainable, secure, and grounded in enterprise data.
In this on-demand webinar, experts from TDWI, Databricks, and Impetus Technologies outline a practical framework for building production-grade AI that financial institutions can trust.
Through real examples, they show how retrieval-augmented generation (RAG) and agentic AI are enabling banks, insurance, and FinTech firms to innovate responsibly, ensuring accuracy, compliance, and end-to-end data transparency. You’ll also see how the RAG AI Playground, powered by Databricks and Impetus, helps teams experiment, refine, and deploy scalable generative AI solutions within their data ecosystems.
This session provides a clear blueprint for moving from AI experimentation to measurable, real-world results, setting a foundation for trustworthy innovation in financial services.
Key takeaways
- How leading financial institutions are using RAG and Agentic AI to solve real-world business problems
- What a RAG AI Playground looks like in action, including examples from Impetus’ and Databricks’ enterprise implementations
- Ways to ensure data privacy, lineage, and compliance while adopting generative AI in regulated environments
- How to accelerate AI development cycles through trusted data pipelines and agentic automation
- Proven strategies to move from AI experiments to scalable business impact
Speakers:
Fern Halper
VP & Senior Research Director, Advanced Analytics – TDWI
Prasanna Selvaraj
Solutions Architect – Databricks
Ravishankar Rao Vallabhajosyula
Global Head, Data Science – Impetus Technologies Inc.
Frequently Asked Questions
Q1. What is RAG, and why is it critical for financial services?
RAG (retrieval-augmented generation) connects large language models to internal, regulated datasets, ensuring outputs are grounded, explainable, and compliant with financial regulations.
Q2. How does Agentic AI differ from standard generative AI?
Agentic AI enables autonomous, goal-driven agents that can reason, act, and collaborate, moving beyond simple text generation to intelligent execution.
Q3. How are Impetus and Databricks enabling this transformation?
Through a joint AI architecture built on the Databricks Lakehouse platform and Impetus’ data engineering expertise, enabling a RAG AI Playground for experimentation and deployment.
Q4. Who will benefit most from this webinar?
Data, AI, and digital transformation leaders across banks, FinTech, and insurance firms looking to implement responsible and scalable AI.
