LSEG and Macabacus Webinar: AI in Investment Banking

The landscape of investment banking is reshaping. AI, automation, and tighter regulations are redefining how deals get done. The winners will be the ones who adapt faster than the next headline. #Finance #InvestmentBanking #Innovation

🚀The Corporate and Investment Banking Report 2025 explores how AI, non-banks, and digital assets are reshaping global capital markets. As our colleague and co-author Amrit Shahani shares, “AI is moving from pilots to CEO-backed programs, lifting banker capacity by 25% – 40% and operations by 20% – 35%.” 📊 Read the full report to see which enterprise initiatives leaders are scaling first: https://lnkd.in/eVEU96cV

AI is quietly reshaping Investment Banking — not replacing bankers, but redefining how deals are discovered and executed. For decades, investment banking relied heavily on networks, intuition, and long relationship cycles. But in 2025, that equation is changing. Artificial intelligence and data-driven analytics are becoming powerful allies in deal origination, risk evaluation, and client engagement. 🔍 Here’s what’s happening: Smarter Deal Sourcing: AI tools now scan millions of data points — from private filings to market chatter — identifying off-market M&A and fundraising opportunities before competitors do. Predictive Insights: Machine learning helps assess company fit, synergy potential, and valuation scenarios faster than ever. Relationship Intelligence (RI): Platforms track communication data and map relationship strength, helping bankers know who to call first when a mandate opportunity arises. Faster Execution: Virtual due-diligence rooms and workflow automation cut down transaction time while improving compliance. 💡 The takeaway: AI won’t replace human judgment — but bankers who use it will replace those who don’t. The future of investment banking is relationship-driven, insight-powered, and technology-enabled. #InvestmentBanking #ArtificialIntelligence #DealOrigination #FinTech #PrivateEquity #MergersAndAcquisitions #DigitalTransformation #FinanceInnovation Nilotpal Sarma Jindal School of Banking & Finance

It's a matter of time before AI automates away the grunt work in investment banking, but senior dealmakers say there are still a lot of snags - both regulatory and practically. “Work expands when you’re in the client service business and if you defeat some rote tasks, you can then fill that space with more ideas and creativity,” said Goldman Sachs partner George Lee: https://lnkd.in/e5En2BjD

How is AI reshaping the future of finance? From smarter risk management to personalized banking and automated investment strategies, Artificial Intelligence is driving a transformation across the financial sector. #ArtificialIntelligence #Finance #FinTech #Innovation #FinancialServices #AIinFinance #Research

Investment Banking Is Evolving — Fast. From AI-driven analytics to sustainability-linked financing, the investment banking landscape is undergoing a structural shift. 🔹 Technology & AI: Generative AI and automation are transforming deal origination, financial modelling, and due diligence — improving productivity by up to 40%. 🔹 ESG & Sustainable Finance: Banks are embedding ESG in every stage of advisory and underwriting, as green capital and clean-tech investments surge. 🔹 Shifting Deal Landscape: M&A and capital markets are rebounding, but with more focus on large, strategic, and cross-border deals. 🔹 Alternative Financing: Private credit and direct lending are challenging traditional models, creating new opportunities for agile players. 🔹 Client Expectations: Corporate and PE clients now demand more specialised insights, faster execution, and digital-first engagement. As the lines blur between finance and technology, adaptability and innovation are becoming key differentiators. The next phase of investment banking will belong to institutions — and professionals — who can combine financial expertise with digital and sustainability intelligence. #InvestmentBanking #Fintech #ESG #SustainableFinance #AIinFinance #CapitalMarkets #MergersAndAcquisitions #BankingTransformation #AtlasInsights

AI Is Not Just Changing Banking — It’s Redefining Financial Leadership. Something I have had to adjust to in the last few years. As CFOs, we’ve long been stewards of numbers, strategy, and governance. But today, the conversation has shifted from what we know to how intelligently we use what we know. According to a recent PwC Global Finance Study, over 58% of CFOs say they are investing in AI-driven analytics to enhance forecasting accuracy and scenario planning. Meanwhile, McKinsey estimates that AI could unlock up to $1 trillion in additional annual value for global banking, primarily through risk reduction, personalization, and operational efficiency. At IIB, we see AI as more than a technology investment, it’s a strategic catalyst. By embedding intelligent automation and data-driven insights into our financial ecosystem, we’re reimagining how value is created from real-time liquidity management to precision risk modeling. The opportunity lies in balancing intelligence with intuition. AI can process billions of data points in seconds, but human judgment gives those insights meaning and direction. Together, they form the foundation of a new financial era, one where the CFO is not just a gatekeeper, but a strategic innovator. Our goal at IIB is simple: Smarter insights. Faster decisions. Stronger trust. Afterall, banking is all about trust! AI will not replace the human element in finance, it will amplify it. The leaders who embrace that synergy today will define the future of banking tomorrow. #AI #FinanceLeadership #DigitalTransformation #BankingInnovation #IIBCFO

AI Transforming FinTech From smarter risk analysis to personalized banking and predictive investment strategies explore how AI is reshaping the world of finance. #AIInFinance #FinTechInnovation #FinancialTechnology #DigitalTransformation #BankingAI #InvestmentAI

Private credit is heading into 2026 with more complexity than ever - larger portfolios, tighter reporting expectations, and growing pressure to operate with cleaner data and stronger controls. We put together a new article breaking down what credit teams should be thinking about as they plan for the year ahead. What’s inside: • The biggest operational challenges funds will face in 2026 • Where technology actually makes a difference (and where it doesn’t) • How AI is shifting from analysis to real execution • A simple 6-step operations technology roadmap for the new year If you're planning your 2026 priorities, this offers a grounded look at what’s changing, and why modernizing your operational core matters more than ever. Read the full piece here 👇 https://lnkd.in/ehq_vzKm

Investment News: Formalize raises €30M Series B to simplify compliance for a confident tomorrow Across Europe, thousands of SMEs are struggling to keep up with an ever expanding regulatory landscape. From GDPR to NIS2 and DORA, compliance has become not just a box to tick but a license to operate with a load full of burdens. That is where Formalize comes in. The Copenhagen based company has built a powerful platform that turns scattered compliance processes into streamlined control, helping more than 8,000 organizations and 850 consultancy partners manage risk and compliance, automate workflows and stay ahead of change. We are proud to join BlackFin Tech as co-lead investors in Formalize’s €30 million Series B, alongside West Hill Capital and CIBC Innovation Banking. With this round, Formalize is set to expand further across DACH and France, deepen its product investments in workflow automation and responsible AI, and continue building the go to compliance platform in Europe. As EU regulation becomes a defining force in how businesses operate, Formalize stands out as the trusted, scalable partner helping companies turn regulatory complexity into confidence and growth. 👉 Read more about the round and Formalize’s mission to shape the future of compliance: https://lnkd.in/dE397TRq