22 May, 2024
Brief Agenda
GenAI & Hyperautomation in Finance Summit08:00
08:30
08:50
08:50 – 09:00
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 is the current state of play in financial services’ operational efficiency?
- How are institutions responding to the growing demand for smarter, more automated processes?
- Are we nearing the digital maturity, and where are we still falling short?
- Key industry movers and shakers in the AI and Automation space
- How are financial institutions leveraging these emerging technologies to stay competitive?
- Industry Adoption, Real-World Applications, Specific Benefits, & Key Drivers.
- What’s driving this growing momentum in Gen AI & HyperAutomation?
- What’s driving the shift from general AI to generative AI and Automation to HyperAutomation? Key Benefits?
- How Gen AI is driving innovation in product development within financial services?
- Which areas are most ripe for transformation via GenAI and Automation?
- What are the top 3 use cases of HyperAutomation in Banking?
- How FIs are going beyond simple chatbots to resolve complex customer queries autonomously?
- Exploring some AI-Powered Chatbots and Virtual Assistants like BOA’s Erica.
- How the rise of NLP-based generative models has revolutionized customer service?
- How Gen AI+ HyperAutomation can reduce escalations and improving first-contact resolution rates?
- How Hyperautomation is transforming fraud detection in real-time?
- How is AI in Hyperautomation reshaping the future of loan origination processes?
- How HyperAutomation promises seamless integration across workflows?
- Key challenges and best implementation practices in AI, RPA, and HyperAutomation.
- Can automation be integrated with existing legacy systems without disrupting operations?
- How predictive modeling/ NLP improves real-time decision-making while addressing data privacy concerns?
- How can AI be leveraged to optimize processes without creating silos in data accessibility?
- Looking toward the future of financial services, explore the next wave of AI innovations and the role of quantum computing?
-
Daniel Ford
Jovia Financial Credit Union
Jovia Financial Credit Union
-
Mauricio Leon
CIBC
CIBC
-
Panelists
2 Senior Executives TBC
TBC
-
Moderator
Senior Executive TBC
TBC
10:00
10:10
10:35
10:10 – 10:35
- Delve into the immediate and long-term potential of GenAI + Automation in transforming financial services.
- How can FIs leverage GenAI to boost efficiency, improve decisions, and personalize customer experiences?
- What are the emerging trends in AI and Automation that will shape the industry?
- How can financial institutions build a culture of innovation and embrace AI?
-
Senior Executive
TBC (Available for Title Sponsor)
10:35
10:55
10:35 – 10:55
- 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
-
Sami Huovilainen
Citi
11:00
11:25
11:45
11:25 – 11:45
This keynote will delve into the transformative power of AI in revolutionizing fraud detection. It will explore
the latest advancements in AI-powered techniques, such as machine learning, deep learning, and natural
language processing, and how they are being applied to identify and prevent financial fraud.
-
Senior Executive
TBC ( Available for Gold sponsor)
11:45
12:30
11:45 – 12:30
- AI-Driven Cybersecurity in Financial Services
- How is AI being used to strengthen cybersecurity defenses, specifically leveraging cloud infrastructure for realtime threat detection?
- Agentic AI Ecosystem for Modeling and Analytics
- 1. Traditional Automation vs. Agentic Automation
- 2. Steps to Establish the Platform
- 3. Investment and Efforts Allocation
- Quantitative Approaches in Fraud Detection
- What role does advanced quantitative analysis play in detecting financial fraud, and how can machine learning models improve fraud detection accuracy?
- Integrating Cloud Solutions for Cyber Defense
- How are cloud analytics and data-driven insights being integrated into the cybersecurity infrastructure of financial institutions to stay ahead of evolving threats?
- Leveraging Data Analytics to Mitigate Insider Threats
- With the increasing volume of data, how are financial institutions using data analytics and machine learning to detect and mitigate insider threats to cybersecurity?
- With cybercrime rapidly evolving, especially with threats like deepfake technology and ransomware, how can FIs leverage cloud and AI technologies to build future-proof security frameworks?
-
Hailong Wang
Fifth third Bank
-
Executive Product Director
JPMorgan (tbc)
-
Senior Vice President
Bank of America (tbc)
-
ED Architecture
Morgan Stanley ( tbc)
-
Moderator
Senior Executive (TBC)
12:30
13:00
12:30 – 13:00
Fintech Spotlight Challenge & Awards” is a high-energy segment where innovation meets competition. Five leading
fintechs will each get just 5 minutes to pitch why their product stands out—no PowerPoints, no live demos, just pure
ideas and impact. A panel of three expert judges will evaluate the pitches, and by the end of the session, two winners
will be crowned for their groundbreaking solutions. Get ready to witness innovation at its finest!
13:00
13:00
14:00
14:00
14:40
14:00 – 14:40
- How can AI help in automating IAM to enhance security in high-risk financial environments?
- How does AI assist in improving fraud detection in identifying emerging risks before they escalate?
- AI-driven risk scoring contribute to better predictive models for managing financial risks.
- What challenges do FIs face when adopting AI for compliance, and how can they address them?
- How can AI-driven solutions be used to detect suspicious transactions and prevent financial crime
- effectively?
- Key benefits of automating KYC and AML with AI, particularly in reducing operational costs and
- human error?
- Enhancing digital transaction security with cognitive computing.
- Are AI-powered chatbots the new frontline for detecting unusual account activity?
- Future trends in integrating voice biometrics with conversational AI for fraud detection.
-
Nikolaos Bessas
Alma Bank
-
Valerie Drew
Deutsche Bank
-
Moderator
Senior Executive (TBC)
-
Panelists
2 Senior Executives (TBC)
14:40
15:00
14:40 – 15:00
Coming soon….
-
VP ML and Real-Time Fraud Detection
JPMorgan Chase & Co. (tbc)
15:00
15:00
15:30
15:00 – 15:30
- How can low-code/no-code solutions accelerate DX in FIs?
- What are the key challenges when integrating low-code/no-code with existing legacy banking
- systems?
- How can RPA improve security operations and efficiency within financial services?
- In what ways can AI-powered security tools enhance threat detection and response?
- How is intelligent automation reshaping customer service and engagement?
- How do low-code/no-code platforms empower non-technical teams to drive automation?
- How can IDP tools help financial institutions overcome security challenges?
- What role does AI-driven automation play in transforming the loan underwriting process?
- How is low-code/no-code accelerating cloud adoption and migration?
- How can AI and low-code/no-code technologies deliver more personalized experiences in digital
- banking?
-
Moderator
- Senior Executive (TBC)
-
Panelists
4 Senior Executives (TBC)
15:30
15:45
15:30 – 15:45
- How are FIs leveraging no-code platforms to democratize app development?
- How is the rise of no-code solutions reshaping the roles of developers and IT teams?
- Challenges do banks and FIs face when scaling no-code solutions, and how can they overcome
- them?
- Emerging trends in low-code/no-code tech will shape the future of finance?
- Can you share case studies of successful low-code/no-code implementations?
-
Senior Executive
(TBC) Available for Sponsor
16:00
15:45
16:05
15:45 – 16:05
MediChat aims to address a long-standing issue in traditional underwriting, the significant effort needed to
review multiple lengthy documents before a decision can be made. The recent developments in
Generative AI technology makes the efficient and accurate processing of structured and unstructured
medical data a realistic goal. MediChat does this by digitizing, extracting and summarizing the relevant
information needed to make an underwriting decision using LLMs with the added capability of efficiently
interacting with the data through natural language.
MediChat features:
An automated digitization pipeline that uses AI to extract information from documents
A portal for human-in-the-loop validation and correction of extracted information
- Graph technology that mimics the thought process of an UW
- Gen AI technology that summarizes medical and non-medical information across documents
- Gen AI technology that provides natural language interaction with source documents
- Decision profiling based on historical decisions from similar cases
-
Amit Satpathy
Munich Re
16:05
16:25
16:05 – 16:25
- Optimizing Claims through AI Automation
- How are AI and automation transforming the claims process in insurance, and what efficiencies can
- be gained?
- What impact does claims automation have on customer satisfaction and operational costs?
- AI in Underwriting: A Game Changer
- How is AI enhancing underwriting processes, and what benefits does it offer in terms of risk
- assessment and efficiency?
- What are the challenges in integrating AI-driven underwriting models within legacy systems?
- Generative AI in Insurance: Future Possibilities
- How can generative AI be applied to develop new insurance products and customer-centric
- solutions?
- What are the ethical and regulatory considerations in deploying generative AI in insurance
- processes?
-
Senior Executive
TBC
16:25
16:25
16:45
16:25 – 16:45
- Evolution of AI, autonomous decision-making, and the transformative potential of quantum computing and ethical AI
- Delve into the impact of regulatory changes and learn how financial institutions can prepare to everage these emerging technologies for a competitive advantage.
- Need for building the Fintech-Bank Ecosystem of Tomorrow to stay competitive.
-
Senior Executive
TBC
16:45
17:05
16:45 – 17:05
- What are your plans to leverage GenAI and Hyperautomation for enhancing operational efficiency over the next 3-5 years?
- How do you envision these technologies reshaping customer experience and service delivery?
- Impact on Workforce & Technology Integration:
- How will automation and AI integration impact the current workforce, and what strategies are being implemented for reskilling?
- How do you balance the integration of new technologies with legacy systems?
- Regulatory Challenges:
- What steps is your bank taking to ensure AI/Hyperautomation solutions comply with evolving regulations?
- How do you address data privacy and ethical concerns in the automation process? Innovation & Competitive Edge:
- How do you plan to stay ahead of the curve in innovation, ensuring the bank maintains a competitive edge through automation?
- What role does collaboration with fintech and tech companies play in your future tech strategy?
-
Moderator
Senior Executive - TBC
-
Guest
Senior Executive - TBC
17:00
17:05
17:10
17:05 – 17:10
17:10
17:45
17:10 – 17:45