AI-Driven Automation in the Financial Sector: Presentation Script
Slide 1: Introduction
Good [morning/afternoon], everyone. My name is [Your Name], and today I will be presenting my
research on AI-driven automation in the financial sector, specifically focusing on its impact on
employment and ethics. As AI becomes more widespread, it's crucial to understand how it affects
both workers and decision-making processes in industries like finance.
Slide 2: Research Aim & Objectives
My research aims to explore how AI-driven automation is reshaping jobs and ethical standards in
the financial sector. My objectives include understanding how employees perceive AI, identifying key
ethical issues, and suggesting ways to balance automation with employee well-being.
Slide 3: Background of the Study
AI is revolutionizing finance through applications like fraud detection, automated trading, and
customer service. While these innovations promise greater efficiency, they also raise concerns.
Specifically, how does AI affect jobs, and are we considering the ethical implications of automated
decisions? This study investigates those concerns.
Slide 4: Literature Review Insights
Existing studies highlight both the benefits and risks of AI. Deloitte found that while AI boosts
productivity, it also creates anxiety about job security. The OECD warns that the lack of ethical
guidelines in AI use can lead to biased outcomes. So, while AI offers tremendous potential, we need
to address the challenges it brings.
Slide 5: Research Methodology
To gather data, I used a mixed-method approach. This included secondary research, reviewing
articles and industry reports, along with primary data from a survey of 25 employees in the finance
sector. The survey focused on their awareness of AI, job security concerns, and ethical issues.
Slide 6: Survey Design and Sample
The survey was designed with both multiple-choice and open-ended questions. Participants were
selected from various roles in finance, including junior analysts, account managers, and tech
support workers, to ensure diverse perspectives. The survey addressed topics like job displacement,
AI training, and ethical risks.
Slide 7: Key Survey Findings
From the survey, we found that 76% of respondents believe AI improves customer service.
However, 68% felt that AI could eliminate some of their job tasks. There is also a significant concern
about AI bias, with 61% expressing worries about biased decision-making, and only 40% receiving
formal AI training.
Slide 8: Ethical Challenges in AI Use
AI systems in finance are often seen as 'black boxes' - it's hard to explain how decisions are made.
This lack of transparency is a major ethical issue, as it can lead to biased outcomes. For example,
biased data could lead to unfair loan decisions or even wrongful accusations in fraud detection.
Privacy and data misuse also remain pressing concerns.
Slide 9: Discussion of Results
The survey results show a clear tension: while employees acknowledge AI's efficiency benefits, they
also fear job loss, reduced roles, and biased decisions. A significant gap in AI training and ethical
frameworks within organizations further exacerbates these concerns. It's crucial that financial
institutions act to manage these issues.
Slide 10: Recommendations
To address these challenges, I recommend that financial firms: 1. Establish dedicated teams for AI
ethics and compliance. 2. Use diverse datasets to minimize bias and ensure fairness. 3. Provide
continuous training for employees to handle AI systems. 4. Regularly review AI policies to align with
best practices. 5. Create clear, transparent explanations of how AI decisions are made.
Slide 11: Reflection and Future Scope
Looking ahead, more long-term studies are needed to assess the full impact of AI on employment in
finance. I also suggest conducting interviews with industry leaders to better understand how
organizations are adopting AI. Additionally, comparing AI practices across different regions could
offer valuable insights.
Slide 12: References
Here are the key references I used in my research, including reports from Deloitte, OECD, and other
industry sources.
Slide 13: Thank You
Thank you for your attention. I'd be happy to answer any questions you may have.
