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AI-Fueled Efficiency in Banking: How Houlihan Lokey Automates Engagements and Insights with Einstein Copilot

Wednesday, September 18 | 8-9am
Ecosystem Coworking at 540 Howard Street

Join Us For Breakfast

Financial firms are under constant pressure to manage client engagements while gaining critical, real-time insights into companies. Generative AI, like Einstein Copilot, has emerged as a game-changer for Houlihan Lokey, enabling automated company research, generating comprehensive summaries, and extracting insights from unstructured data—saving countless hours and driving deeper client engagement.

Learn how Houlihan Lokey is revolutionizing its workflow with AI and discover how your bank can lay the foundation for its own AI-powered transformation.

Tracy Turnball

Tracy Turnbull

SVP, CRM & Data and Analytics

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susan emerson headshot

Susan Emerson

SVP, Product - Global GTM, AI and Analytics and Industries

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Paul Harmon

Paul Harmon

Head of Gen AI and Data Science

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Valerie Weis

Valerie Weis

Financial Services Industry Lead

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