Transforming financial reporting with GenAI: empowering actuaries to deliver deeper insights faster

Financial reporting is becoming more challenging, with increasing model complexity, greater explanatory requirements, and shorter delivery timelines. This presentation demonstrates how GenAI can meet these challenges by transforming the way actuaries prepare and deliver expert-domain reports.

 Through practical, step-by-step explanations, participants will learn how to design a GenAI-powered reporting solution. Key topics include structuring data for GenAI readiness, embedding actuarial and financial domain intelligence, applying advanced prompt engineering for precise outputs, and managing flexible PowerPoint templates to tailor communication for different audiences. In addition, we will demonstrate how a companion chatbot, powered by the same core GenAI system, helps actuaries drill into specific analyses and request visualizations that deepen understanding.

 Real-world case studies will showcase automation of IFRS 17 executive-level communications and validation reports for stochastic economic scenarios, also used for IFRS 17 valuation. Beyond efficiency gains, we will discuss how GenAI enhances understanding of financial figures, sharpens analyses, and strengthens the actuaries’ role.

Attendees will leave with actionable insights to integrate GenAI into their reporting workflows to achieve faster delivery, higher quality, and greater strategic value in actuarial practice.