AI Agent & Finance: The Future of Real-Time Financial Analysis

Christophe Balmy Wed July 30, 2025

What if your financial data could actually talk to you?
No more waiting for reports, navigating complex dashboards, or writing SQL queries. With AI-powered conversational agents, finance teams can now interact directly with their data in natural language, and get fast, accurate, and strategic answers — instantly.

 

 

Why Attend?

Too many finance teams still struggle with rigid tools and slow access to insights. These webinars show you how conversational AI helps:

  • Break down silos between finance and data
  • Ask complex financial questions in plain language (just like with ChatGPT)
  • Run what-if scenarios and get real-time strategic recommendations
  • Minimize dependence on IT teams for data access

 

Two Webinars to Take You from Theory to Action

SBI invites you to two exclusive 30-minute sessions to explore how these new AI agents are transforming financial decision-making. Hosted by Salma Ghersi, Finance Transformation Expert, and Kenza Battah, AI Consultant, these webinars are designed for CFOs, financial controllers, analysts — and anyone curious about data and AI.

 

What You’ll Learn:

AI Agents: A New Way to Interact with Your Data
How they’re reshaping finance by giving power back to business users.

The Tech Behind the Curtain
Discover the technologies in action: Snowflake, Snowflake Cortex, and powerful Large Language Models (LLMs) like ChatGPT, Gemini, and Claude.

Live Demo
A real-time simulation of a conversation with an AI agent connected to a financial data platform. In just three questions, you’ll see how it can:

  • Summarize the company’s current financial position using actual 2024 figures

  • Simulate a scenario: “What if we cut marketing expenses by 10%?”

  • Recommend a strategy: “How can we maximize cash flow without hurting growth?”

Details

Duration: 30 minutes
Online links below. (free registration)
Speakers: Salma Ghersi & Kenza Battah
Audience: Finance leaders, controllers, CFOs, data professionals

 

Why You Don’t Want to Miss This

Go from reactive to proactive finance, asking your data the right questions — and getting instant answers.
In just half an hour, see how AI becomes your financial co-pilot.

 

Register Now and Start Transforming the Way You Work with Data.

🎟️ session Aug. 21st, 12pm: REGISTER WEBINAR IN ENGLISH

🎟️ session Aug. 20th, 12pm: REGISTER WEBINAR IN FRENCH

 


📲 Follow our adventure in real time on  LinkedIn - we'll be sharing our discoveries, technical favorites and feedback.

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