
Lily Li
Head of AI Adoption and Solutions
Franklin Templeton
About Lily
Lily is Head of AI Adoption and Solutions at Franklin Templeton. She leads the enterprise AI strategy and operating model to scale artificial intelligence as a core business capability. She is responsible for accelerating AI adoption, enablement, and transformation solutions, embedding AI into business workflows to deliver measurable, sustained impact. By establishing value-based product roadmaps and leading enterprise changes, she focuses on value creation across the organization. She also shapes executive and market-facing AI narratives, contributing to leadership forums and client engagements. Lily brings extensive experience in financial services across leading institutions, including Citigroup, Morgan Stanley, Fidelity Investments, Barclays, and DTCC. Renowned for her strategic vision, effective leadership, and entrepreneurial mindset, she has managed large-scale transformations, delivered AI-powered products, chaired global cross-functional teams, and executed innovative strategies. Lily holds a master’s degree in Operation Research from Columbia University, honors bachelor’s degree in dual majors in Mathematics, Financial Economics from University of Rochester. Beyond her corporate leadership, Lily is a recognized ecosystem builder and thought leader in AI and Financial Services. She serves as NY President and Global VP of the Columbia Venture Community, fostering collaboration among startup founders, venture investors, and industry leaders. Lily is a frequent speaker at industry conferences, including AI in Finance Summit, Ignites, AI in Financial Services and Future Digital Finance, and is a published author in leading outlets such as the Journal of AI, Robotics & Workplace Automation, International Banker, and the Journal of Digital Banking.
- Track
- AI Agents: Foundation & Strategy
- Industry
- Financial Services
- Job Function
- AI/ML
- Company Size
- 10,001+ employees