“AI & Banking Strategy Leader Helping Financial Institutions Turn AI Into Measurable Business Results”
Evan Siegel helps banks and credit unions turn AI from an expensive experiment into measurable business value. With leadership experience spanning banking strategy, sales transformation, financial wellness, and AI adoption, he works with financial institutions to solve real-world challenges—from failed AI initiatives and poor knowledge management to customer experience, revenue growth, and workforce transformation.
Throughout his career, Evan has helped organizations improve sales performance, build successful financial wellness programs, and develop AI strategies that deliver meaningful outcomes. He also speaks on preserving institutional knowledge in the face of banking's "Silver Tsunami" and the future of customer engagement in financial services.
As Senior Director of Banking & Financial Services at eGain, Evan partners with banks and credit unions to modernize customer service, improve operational efficiency, and create better experiences for both employees and customers.
Whether discussing why AI projects fail, how to build trust in generative AI, or what the future of banking looks like, Evan brings practical insights backed by real industry
