22 May, 2024
Brief Agenda US
GenAI & Hyperautomation in Finance Summit08:00
08:30
08:50
08:50 – 09:00
-
Jacqueline Rinehart
Limitless, AI Driven Transformation Advisory
09:00
09:00
09:10
In this 10-minute networking session, the goal is to connect with three new people. Let the questions on the screen
spark your conversation. Enjoy the opportunity to expand your network!
09:00 – 09:10
09:10
10:10
09:10 – 10:10
- What are the key factors fueling AI/GenAI adoption within your organization?
- Which high-impact use cases, such as combating synthetic identity fraud, are you focusing on?
- How do ROI considerations influence the choice between traditional AI and cutting-edge GenAI solutions?
- How do you differentiate among traditional ML/NLP, SLMs, LLMs, and Agentic AI in your strategy?
- What role do data, infrastructure, and governance play in preparing for AI deployment?
- How essential is human oversight in ensuring the success of your AI integration?
- What are the most critical lessons learned from your AI/GenAI adoption experiences?
- Where do you see your organization on the digital maturity spectrum?
- How can organizations accelerate their digital transformation to remain competitive in the AI era?
-
Denny Royal
Mentormate
-
Angie Elkhodiry
Td Bank
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Gaurav Chawla
JPMorgan Chase & Co. (tbc)
-
Marie-Ève Malette
CDPQ
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Jacqueline Rinehart
Limitless, AI Driven Transformation Advisory (Moderator)
10:00
10:10
10:40
10:10 – 10:40
Morgan Stanley’s senior executives will explore how AI and automation are transforming banking and wealth management. They will discuss GenAI for financial data analysis and AI-driven financial architectures, highlighting real-world applications that enhance efficiency, innovation, and personalization.
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Rishi Bhatnagar
Morgan Stanley
-
Pradeep Sundaram
Morgan Stanley
10:40
11:00
10:40 – 11:00
- How to assess and enhance existing infrastructure to support AI/ML models.
- Innovation in Generative AI: Emerging trends in generative AI and how they are impacting industries.
- Data Privacy & Security in AI Implementations: Balancing innovation with privacy concerns.
- Measuring the ROI of AI Initiatives: Tools and metrics to track the success of AI projects.
- AI Talent and Skill Development: Strategies to build internal teams capable of deploying and managing AI solutions
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Sami Huovilainen
Citi
11:00
11:30
11:50
11:30 – 11:50
- AI-Powered Document Automation: How intelligent document processing is transforming financial workflows and reducing manual effort.
- Hyperautomation in Banking: Leveraging AI, RPA, and machine learning to streamline end-to-end processes.
- Enhancing Compliance & Risk Management: Automating regulatory reporting and fraud detection with AI-driven insights.
- Customer Experience & Operational Efficiency: How automation is accelerating onboarding, loan processing, and customer interactions.
- The Road Ahead: Future trends in GenAI, cognitive automation, and digital transformation in financial institutions.
-
Jim Moloney
Tungsten Automation
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Mike Brassil
Tungsten Automation
-
MChris Scalera
Tungsten Automation
11:50
12:15
11:50 – 12:15
- Lessons learned from deploying real-world GenAI applications
- Overcoming hurdles in scalability, accuracy, and compliance
- The evolving role of AI in enhancing efficiency and decision-making in financial services
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Sai Zeng
UBS
12:00
12:15
12:30
12:15 – 12:30
- Personalized, AI-driven learning platforms and intelligent automation solution
- Investing in employee training and customer engagement.
- Real-World Success Stories in Risk Management & Training Automation
- LemonadeLXP’s AI-Driven Solutions for Personalized Customer Experiences
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John Findlay
LemonadeLXP
12:30
13:30
13:00
13:30
14:30
13:30 – 14:30
- Current Applications and Deployment
- ROI and Cost Analysis
- Regulatory and Compliance Considerations
- Threat Detection and Mitigation
- Current Fraud Trends and Challenges
- Global Trend Analysis
- Data Enrichment and Standardization
- Automation and Effectiveness
- Changing Workforce Dynamics
-
Valerie Drew
Deutsche Bank
-
Alp Basol
CoBank
-
Christopher Phillips
CoBank
-
Sai Poguluru
YNCU
-
Milton Santiago
Silicon Valley Bank
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Weiyee In
Protego Trust Bank (Moderator)
14:00
14:30
14:45
14:30 – 14:45
As LLMs reshape enterprise applications, they also introduce security risks, from jailbreak attempts to PII leaks. This session explores key vulnerabilities and how AI observability and rapid guardrails (<100ms response) can protect LLMs in private or air-gapped environments. Attendees will gain actionable strategies to enhance security while ensuring seamless customer experiences.
-
Mainak Mazumdar
Fiddler AI
14:45
15:05
14:45 – 15:05
Our world is evolving rapidly, reshaping how we interact with technology. Instead of commanding computers, we now collaborate with AI to achieve desired outcomes—demanding a new, evolved approach that:
- Goes beyond today’s human-centered design practices
- Reduces biases in the data we use
- Mitigates potential negative outcomes
- Results in ethically and responsibly built digital solutions
-
Denny Royal
Mentormate
15:00
15:05
15:20
15:05 – 15:20
15:20
15:40
15:20 – 15:40
- A comparison of Traditional Automation vs. Agentic AI Automation
- The essential steps to build a Gen AI-driven platform with Domain Knowledge at its core
- Incorporating performance metrics and robustness techniques to establish robust model risk management criteria within the Agentic AI platform
- Investment strategies and resource allocation for maximum impact
-
Hailong Wang
Fifth Third Bank
15:40
16:25
15:40 – 16:25
- How do you define convergence beyond digital integration and interplay?
- What key challenges and opportunities arise from convergence in finance?
- How do people, processes, data, and technology shape this evolution?
- How are financial firms applying digital intelligence to drive impact?
- What role does AI play in customer engagement, risk mitigation, and analytics?
- How is financial modeling and data-driven decision-making evolving?
- What will a digitally intelligent customer experience look like in 2-5 years?
- How is AI shaping market forecasting and risk management?
- What role will synthetic data and AI-driven innovation play in insurance and finance?
- What must financial institutions prioritize to stay competitive?
- How should firms balance technology investments, compliance, and security?
- How will cultural shifts like data democratization drive agility and innovation?
-
Dhagash Mehta
BlackRock
-
Tim Yang
Unum Insurance
-
Seun Aiyese
Southern Bancorp
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Jacqueline Rinehart
Limitless (Moderator)
16:00
16:25
16:30
16:25 – 16:30
-
Jacqueline Rinehart
Limitless, AI Driven Transformation Advisory
16:30
17:30
Close of GenAI & HyperAutomation in Finance Summit, 2025. See you next year!
16:30 – 17:30