About

Jason Sosa: Founder of Sosa Research | Technology Entrepreneur | Speaker on AI and the Future of Finance

Why Book Jason Sosa?

Jason Sosa helps business audiences understand AI through the experience of building and using it. Founder of Sosa Research, he brings a background as a technology entrepreneur, executive, investor, and adviser to discussions of organizational change.

Jason connects technical developments with commercial decisions. His presentations encourage leaders to examine where AI could improve work, what implementation requires, and how to evaluate a promising idea against an actual business need.

Why Is Jason Sosa Right for Your Audience?

Jason is a strong fit for executive meetings, financial services conferences, technology events, and innovation programs. Consider him when an audience needs a practical discussion of AI adoption and digital transformation.

Book Jason when your audience needs to:

• Understand AI beyond headline claims
• Identify useful applications for their organization
• Review assumptions about the future of work
• Connect technology choices with business priorities
• Evaluate modernization opportunities
• Ask better questions about implementation

Audience Takeaways

Depending on the program selected, attendees will leave:

• Clearer on an AI opportunity worth exploring
• Ready to examine a workflow that could change
• More aware of implementation tradeoffs
• Equipped with questions for technology partners
• Focused on a business outcome before choosing a tool

Keynote Programs

AI & The Future of Work

Jason examines how AI is changing tasks, leadership, and competition. Ideal for executives and teams planning adoption.

Digital Transformation in Finance

Jason discusses modernization in financial services, including the balance between new capabilities and organizational stability. Ideal for banking, insurance, and wealth management audiences.

Is Jason Sosa Right for Your Event?

Tell us about your audience, the technology decisions your leaders face and the business outcomes you want to pursue. We can help select Jason’s most relevant program, discuss customization, and confirm availability and fee.

Contact The Sweeney Agency 1-866-727-7555 or [email protected] for more information on this speaker.