AI Automation in Underwriting Improving Risk Assessment Processing











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Underwriting is tricky for many reasons. • It’s a high-stakes job. It also requires careful consideration of often hundreds of data points at once, from current economic factors to applicant profiles. • Most importantly, it requires higher cognitive skills — such as reasoning, critical thinking, and judgment. • That’s why many businesses question if (and how) AI could automate it. • This webinar will shed some light on this topic. You’ll also get actionable advice on how to decide if you should implement it in your business and, if so, what are the key things to consider. • -- • What You'll Learn • Understanding AI’s Role in Underwriting • How is AI reshaping traditional underwriting processes? What efficiencies and improvements are being realized? • Which underwriting tasks are being automated first? What does the journey toward full AI integration look like? • Optimizing Risk Assessments • How is customer data safeguarded in AI-driven underwriting? What are the privacy implications of cloud vs. SaaS based AI solutions? • What strategies are effective in reducing AI hallucinations? How can these ensure more reliable and accurate outputs in your AI systems? • Preparing for the Future • What strategies can companies employ to prepare their workforce for AI-driven underwriting? How does this shift job roles and responsibilities? • What are the upcoming trends in AI that companies need to be ready for, and how can they leverage these for operational and revenue growth? • -- • Want more? • Our next webinar will cover the ins and outs of AI adoption: to buy, to build, or to partner? Register here: https://lu.ma/64xha5lk. • -- • Meet the speakers • ​Ankur Patel is a seasoned AI/ML entrepreneur, startup advisor, author, and speaker. Prior to Multimodal, Ankur co-founded the fintech startup Glean AI and served as its Head of ML. Ankur started his career at J.P. Morgan in corporate strategy and later at Bridgewater as a fixed-income trader, before co-founding the macro hedge fund R-Squared Macro and serving as VP of Data Science for both the Israeli AI firm ThetaRay and 7Park Data (acquired by Vista Equity Partners). ​Ankur is a graduate of Princeton University and resides in New York. • ​Nathan Lian is a fractional Chief of Staff and startup advisor. He works with founders across industries and stages, focusing primarily on strategic finance, operations, and GTM. Prior to this, Nathan led teams across finance and marketing, most notably as Chief of Staff for AI startups HiredScore (HRTech) and nate (consumer fintech). ​Nathan started his career at J.P. Morgan as an investment banker. He is a graduate of Columbia University and resides in New York.

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