Artificial Intelligence in Finance

Artificial Intelligence (AI) is both an opportunity and a challenge for businesses worldwide, as highlighted in the Global Risks Report 2025 by the World Economic Forum.

This technology is rapidly reshaping the role of chief financial officers (CFOs), offering unprecedented opportunities in automation, data analytics, and risk management.

However, its adoption raises significant challenges, including cybersecurity concerns, regulatory complexities, and workforce displacement. CFOs face the delicate task of balancing investments in AI with robust risk management strategies to ensure sustainable growth.

Investing in AI is a Strategic Imperative

‘CFOs have evolved to be not only financial stewards but also strategic drivers of sustainable, financial, and digital transformation,’ says Jill Klindt, EVP and Chief Financial Officer of Workiva. She further notes that CFOs must navigate heightened stakeholder demands for transparency and an ever-increasing talent gap.

Ziad Chalhoub, CFO at Majid Al Futtaim, emphasizes, ‘In large-scale organizations, AI and automation are fundamental to financial resilience and operational agility.’ He points out that businesses making strategic investments in AI will ensure long-term competitiveness in a digital economy.

Kalin Anev Janse of the European Stability Mechanism states, ‘AI integration is essential in corporate strategy, and every leader must champion it to harness its full potential while understanding the systemic risks involved.’

Measuring ROI on AI Investments

Niall Byrne, CFO at Qatar Investment Authority, notes that assessing the ROI on AI investments involves pilot projects with clear metrics. ‘We look at adoption rates, data processing speed, and value creation to help guide us in our AI journey,’ he explains.

According to Yvonne McGill, CFO of Dell Technologies, when AI is applied strategically, it can significantly reduce costs and drive productivity. She states, ‘For a CFO, there’s no better measure of ROI.’

Cybersecurity Challenges with AI

Julian Lee, Executive Director of Finance at the Airport Authority Hong Kong, warns that while AI can enhance cybersecurity, cyber attackers may exploit these advancements. ‘Finding the right pace to adopt AI is essential to harness its benefits while mitigating potential risks,’ he asserts.

AI’s Role in Shaping Finance’s Future

CFOs are tasked with balancing sustainability mandates and adapting to shifting economic landscapes. Industry leaders agree on several key takeaways:

• AI investments should align with business objectives and demonstrate clear ROI.
• CFOs must develop robust frameworks to measure AI’s financial impact.
• Cybersecurity should be prioritized to safeguard AI-driven processes.
• Financial leaders must remain proactive in adopting best practices as AI continues to evolve.

The World Economic Forum’s Chief Financial Officers Community is actively engaging over 100+ CFOs to leverage this technology and improve the financial decision-making process, enhancing organizational performance and unlocking new growth avenues.