Salesforce + AI

Kavin Mehta

Managing Director · Accenture

1 session

About

Kavin Mehta is a Managing Director at Accenture and Salesforce Certified Technical Architect and CTO for North America Financial Services. He advises banks, insurers, and wealth management firms on cloud transformation, machine learning, blockchain, and AI — with deep expertise navigating the compliance constraints unique to regulated financial services.

Session Topic

Financial services AI strategy: wealth management, insurance, and banking use cases that deliver measurable outcomes.

Sessions · KavinAll sessions →

Salesforce + AISession

AI-Driven Personalization Without Breaking Compliance in Financial Services

Financial services leaders face a paradox: deliver Tesla-Starbucks-Apple-level personalization while managing GDPR, CCPA, and regulatory scrutiny. This session walks through concrete use cases—advisor co-pilots, sentiment analysis on claims, account 360 views—showing how to mask sensitive data before feeding it to AI, maintain compliance, and actually keep customers.

Kavin Mehta & Saurabh Gupta · 11 min watch

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