AI-Driven Transformation in Financial Services: Practical Strategies
Session Description:
Explore how AI and digital transformation are reshaping the financial services landscape. In this session, Bing Mei, Chief Technology Officer at RIA Advisors, shares proven strategies for leveraging technology to enhance client experience, boost operational efficiency, and drive measurable business value.
Drawing on over 15 years of hands-on leadership, Bing will discuss real-world examples of implementing AI-powered solutions, cloud-based platforms, and business application strategies that deliver tangible results—including significant gains in productivity and efficiency. Whether you’re navigating digital transformation for a small business or a large enterprise, you’ll leave with actionable insights to help your organization thrive in a rapidly evolving industry.
About the Speaker:
Bing Mei is an accomplished technology leader with more than 15 years of experience driving digital transformation across industries. As Chief Technology Officer at RIA Advisors, Bing leads the firm’s technology strategy and implementation, focusing on innovative solutions that improve both client experience and operational performance.
His expertise spans business applications, Salesforce ecosystem management, and AI-driven transformation. Bing’s track record includes delivering technology solutions that have increased operational efficiency by 30% and improved productivity by 20%. Prior to RIA Advisors, he held leadership roles at Heavy Construction Software and Services, Accenture, and BMC, consistently delivering results in energy, healthcare, and financial services.
Bing holds a BBA in Finance and Accounting from Texas A&M University and maintains certifications including Google AI Essentials, Salesforce Agentforce, IBM AI Developer, and PMP. He is also the Founder and CTO of Mei AI Enable, LLC, where he helps clients realize business value with the latest AI technologies. Bing’s unique blend of technical expertise and business acumen positions him to advance RIA Advisors’ mission of transparency, diligence, and client-focused service.
