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Data Storytelling & AI: Turning Analytics Into Action for Financial Institutions

This webinar shows how banks and credit unions can turn complex analytics into clear, compelling stories that drive better decisions across the organization. Attendees will learn how AI and data storytelling work together to transform raw data into actionable insights leaders and teams can confidently use.
Upcoming
DATE

Tuesday, August 11, 2026
2:30 pm - 4:00 pm

INSTRUCTOR

Driti Bafna

FORMAT

Webinar

  • Accounting/Reporting
  • Artificial Intelligence (AI)
  • Auditing
  • BSA
  • Collections
  • Commercial/Business Lending
  • Compliance
  • Deposit
  • Deposit Accounts
  • Deposit Compliance
  • Fraud
  • General Compliance
  • IRAs
  • Lending
  • Lending Compliance
  • Mortgage Lending
  • Transaction Compliance
  • Trusts
  • Bank Legal Counsel
  • Bank Secrecy Act Officer/BSA Specialist
  • Board Member
  • Branch Manager
  • Commercial Lender
  • Community Reinvestment Act Officer
  • Compliance Officer
  • Consumer Lender/Retail Banker
  • Controller/Accountant
  • Credit Analyst
  • Deposit Operations Manager/Specialist
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Mortgage Lender
  • Private Banker
  • Risk Manager
  • Senior Management
  • Small Business Lender
  • Teller
  • Trainer
  • Trust Officer

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Data is everywhere in financial institutions, but turning that data into clear, confident decisions is the real challenge.

This webinar explains how banks and credit unions can use data storytelling and AI-driven analytics to build stronger member relationships, improve risk management, and drive smarter lending and operational decisions.

Using real banking examples, we break down how to translate complex data into simple narratives that leadership, boards, and frontline teams can act on.

What You'll Learn

  • Understand the foundations of effective data storytelling in a banking environment.
  • Learn how AI enhances credit, fraud, marketing, and operational analytics.
  • Convert raw data into clear insights, visuals, and actionable decisions.
  • Communicate insights to executives, board members, risk committees, and partners.
  • Avoid common pitfalls: information overload, over-complication, and unclear recommendations.

Who Should Attend

This session is ideal for finance, risk, analytics, and operations professionals who regularly work with data but struggle to communicate insights effectively. It is also valuable for managers and leaders who rely on data to inform strategy, lending, and risk decisions.
Driti Bafna

Instructor Bio

Driti is a finance professional with over five years of experience in valuation modeling, data analytics, and financial accounting. She is a Chartered Accountant (CA) from India and has completed all three levels of the Chartered Financial Analyst (CFA) program. Previously, Driti worked as a Mergers & Acquisitions Consultant, advising on capital structures, performing financial due diligence, and developing advanced valuation models.


As Lead Financial Analyst at ARCSys, she specializes in CECL modeling, allowance forecasting, and risk migration analysis. Driti combines her expertise in accounting, valuation, and data visualization to create analytics dashboards and deliver actionable insights for clients’ financial and regulatory reporting.
ARCSys, founded in 2009, is a consulting firm focused on developing innovative solutions for CECL and Allowance for Credit Loss challenges.

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