AI Conversations That Matter: The Human Side of Finance in an AI World

By 2030, AI could automate up to 40% of finance tasks (McKinsey & Company).

But what does that mean for the people behind the numbers? As technology takes on more analytical and repetitive work, the question isn’t just “What will AI do?” but “What will we do?” How do finance professionals adapt when human skills become just as critical as technical expertise?

This was the focus of our recent AI Conversations That Matter session featuring Kirsty Bathgate, Founder of Bravyn, serial entrepreneur, and professional coach. Together, we explored how finance professionals, at all stages of their careers, can thrive in an AI-driven world.

The Human Skills That Will Define Success

While technical knowledge remains essential, the conversation highlighted a growing need for human capabilities that complement AI-driven processes. Skills such as:

• Critical Thinking – Making sense of complex, ambiguous scenarios.
• Relationship & Partnership Building – Collaborating across teams and functions.
• Storytelling – Turning data into narratives that inspire action.
• Emotional Intelligence & Empathy – Building trust and understanding.
• Resilience – Thriving under pressure, uncertainty and change.
• Presenting in Discomfort – Communicating confidently in challenging situations.

These skills have always mattered, but historically, they haven’t been valued or rewarded the way they will be in the future. Finance professionals need to consider how to develop and showcase these capabilities, whether they’re in leadership roles or not.

What If You Prefer Data Over People?

Not everyone wants to focus on human skills and that’s okay. For those who prefer data, there’s still a critical role to play. These professionals can “geek out” on:

• Emerging technologies
• Legislative changes
• Advanced analytics
• Deep critical thinking

The future of finance needs both types of talent, those who lead with people and those who lead with data.

How Do We Develop These Human Skills?

Coaching emerged as a powerful tool for helping professionals adapt. For those looking to make coaching accessible to their teams, consider the Bravyn App. And if you prefer face-to-face coaching, feel free to reach out to our speaker, Kirsty Bathgate.

Other strategies include:

• Embedding self-reflection into performance processes
• Mentoring systems, including reverse mentoring
• Creating space for continuous learning and feedback

These approaches help professionals build resilience and adaptability, skills that will define success in an AI-driven world.

The Talent Pipeline Challenge

As AI automates entry-level roles, how will new finance professionals gain experience? This question sparked a lively discussion about the responsibility of employers and professional bodies like ICAS, ACCA, and CIMA. Solutions may include:

• Structured upskilling programmes
• Apprenticeships and internships focused on higher-value tasks
• Partnerships between industry and education to prepare future talent

Final Thoughts

AI is transforming finance but it’s also transforming what it means to be a finance professional. The future belongs to those who can combine technical expertise with human skills that inspire, connect, and adapt. Whether you’re a leader or just starting your career, now is the time to rethink your approach and invest in the capabilities that will matter most.

👉 Want to join the conversation? Join our FREE community HERE and explore upcoming events in our AI Conversations That Matter series and be part of shaping the future of finance.