TECH TALK
The State of Intelligent Finance: Fall 2026
Financial leaders are building fast for AI early adopters. But some of their customers are still finding their footing. Hear how to bring them along.
Date: November 12, 2026
Time: 11 AM PT | 2 PM ET
Ready for AI? Depends who you ask.
We asked 1,000+ financial leaders how comfortable they think consumers are with AI, then compared their answers with what 2,000+ consumers said. Three Plaid leaders break down what we found.
Why AI is everywhere, but embedded AI isn'tJust 35% of companies have AI in most experiences
Why reactive guidance is no longer enoughAnd why proactive use cases are the next frontier
When AI gets it wrongWhat consumers expect companies to do next
What decides AI's success82% of leaders say trust will outweigh innovation
AI is everywhere. Now it's starting to act.
95%
of financial organizations use AI in at least one customer-facing experience
71%
say AI can act on its own somewhere in their customer journey
55%
of financial leaders let AI act independently in at least one high consequence activity
Meet the speakers
Kathleen McGuirk
GTM AI Lead, Plaid
Brian Dammeir
Head of Payments, Plaid
Christy Sunquist
Head of Open Finance, Plaid