The AI Revolution – Unlock Your Potential | Citi Institute Podcast

Nov 18, 2025

Guest

Helen Krause

Guest

Dr. Prag Sharma

Dr. Prag Sharma, a Future of Finance analyst at Citi, and Helen Krause, head of Global Data Insights, join the conversation to delve into the future of AI in finance. They discuss how Generative and Agentic AI are revolutionizing investment management and the crucial balance of a holistic approach to AI implementation. Key concerns like data safety, governance, and the choice between building or buying AI solutions are tackled. The duo also shares exciting predictions about AI fund managers and the convergence of investing strategies, all while emphasizing the need for human oversight in this evolving landscape.

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INSIGHT

GenAI + Agentic AI Enables Scalable Research

Generative and agentic AI together let firms set tasks and get autonomous, usable research at scale.
This combination enables virtual AI research assistants and moves AI from efficiency to tangible return generation.

INSIGHT

Graphs Unlock Hidden Supply-Chain Signals

Graph representations reveal hidden supply-chain relationships that humans struggle to see.
Combining graph techniques with GenAI surfaces bottlenecks and signals for tactical and strategic forecasting.

ADVICE

Balance Five Pillars Before Scaling AI

Deploy AI successfully by focusing equally on people, processes, technology, infrastructure, and data.
Pair those pillars with robust governance to manage risks and scale use cases safely.

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In this episode of the Citi Institute podcast, host Alex Miller is joined by Dr. Prag Sharma, Future of Finance, focusing on Emerging Technologies, Citi Institute, and Helen Krause, Head of Global Data Insights, Citi. Together, they explore how the combined force of Generative AI and Agentic AI is accelerating multiple trends.These include the electronification of financial markets, institutional investor implementation, and leveraging AI for productivity, improved decision-making, and unlocking new markets.

Dr. Prag Sharma discusses how successful AI implementation requires a holistic, organization-wide approach that addresses key challenges like the "buy vs. build" decision.

Helen Krause explores how the advancements in Generative and Agentic AI are transforming the investment management industry, potentially leading to the emergence of AI-powered fund managers.

Together, they reflect on how establishing a robust governance framework is crucial —engaging regulators, investors, and employees—to ensure successful AI implementation.

Explore the podcast: https://www.youtube.com/playlist?list=PL7807xkyz4XT6uWcwk9yI5IIF6UaFbubO

GenAI in Treasury - A Practitioner's Guide: https://www.citigroup.com/global/insights/genai-in-treasury

AI in Investment Management - Beyond Efficiency Gains: https://www.citigroup.com/global/insights/ai-in-investment-management

Citi Institute: https://www.citigroup.com/global/insights/citi-institute

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The speaker's views are their own and may not necessarily reflect the views of Citi or any of its affiliates. All opinions are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. The expressions of opinion are not intended to be a forecast of future events or a guarantee of future results.