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Connor Heaton
VP, Intelligent Automation and AI at Strategic Resource Management, Inc. (SRM)
Connor Heaton is the VP of Intelligent Automation and AI at Strategic Resource Management, Inc. (SRM), an advisory firm that serves financial institutions in North America.1 He is an expert in the transformative power of AI in financial services.1
Background and Education::
- He holds a Bachelor of Business Administration (BBA) in Cognitive Science and Marketing from The Ohio State University.
- He also studied at Fisher College of Business Honors Cohort and Indian Hill High School.
Experience and Roles::
- Prior to his role at SRM, Heaton worked at Deloitte Consulting, M-SizeMe, and Armaments Research Company in roles related to technology strategy, marketing, and business technology analysis.
- Heaton helped build and scale Deloitte’s federal automation practice.1
- He was brought on to SRM to expand their AI practice, focusing on large language models (LLMs) and other transformer-based AI technologies.1
- He has experience in technology consulting, marketing strategy, business analysis, and brand management and has also worked as a fencing instructor and coach.
Views on AI in Financial Services::
- Heaton believes that LLMs are democratizing advanced AI capabilities, making them more affordable, accessible, and user-friendly.1
- He expects AI to radically change nearly every role at a financial institution, with responsibilities being refactored to take the best advantage of AI tools.1
- He advises financial institutions to take a proactive, structured approach to AI adoption to thrive in an increasingly competitive and complex world.1
- Heaton also notes the importance of balancing innovation with the need for compliance and risk management when incorporating AI tools like ChatGPT into financial services.1
- Heaton emphasizes the need for financial institutions to monitor and control AI usage to safeguard their data and recommends training staff on data privacy best practices and incident reporting protocols.1
SRM has launched its own internal generative AI policy and strategy, education and coaching, and tooling to augment employees.1 They also conduct continuous horizon scanning around AI advancements and regulations, which feeds into their top-level strategic planning.1
Highlights
Jul 29 · bai.org
Generative AI: Implementing a proactive and structured strategy for ...
Mar 30 · blog.srmcorp.com
Looking at AI Language Model Use Cases for Financial Institutions