September 30, 2026
8:30 AM-11:30 AM

333 Bush | 7th Floor

333 Bush Street
San Francisco, CA 94104

As credit conditions evolve, credit teams are under pressure to move faster while maintaining consistency, governance, and defensibility. We invite you to join us on September 30 to explore how AI is being applied across credit workflows to help credit risk teams meet these demands.

During the session, we will explore how the latest generative AI capabilities can:

  •  Accelerate credit decisions by providing source-backed insights with clear traceability to underlying research, enabling faster and more confident analysis.
  • Reduce manual research time with AI-powered summaries and quicker access to source material, streamlining credit review cycles and improving efficiency.
  • Standardize documentation and strengthen governance, without compromising transparency, by producing consistent, structured credit write-ups with end-to-end traceability that support robust review, sharing, and ongoing surveillance.

Designed as an interactive discussion, you’ll have opportunities to connect with peers, engage with our thought leaders, and exchange best practices for leveraging AI in your own credit workflows.

 

Agenda

  • 8: 30 - 9:00 AM
    Registration Breakfast
  • 9:00-9:30 AM
    AI in the Future of Credit Managment
  • 9:30-9:45 AM
    Networking & Refreshments Break
  • 9:45 - 10:15 AM
    Workshop: Frontline to Backend AI-Powered Workflows - Introducing Credit Memo Builder™ and CreditCompanion™ on RatingsDirect®
  • 10:15 - 10:30 AM
    Networking & Refreshment Break
  • 10:30 - 11:00 AM
    Focus Groups
See you in
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