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Artificial Intelligence in Financial Services Deep Dive 2025

Connecting data, intelligence, and innovation to transform financial services

November

Hilton London Metropole
Complimentary

Why attend?
Agenda
Speakers
Plan Your Visit
2024 Event Gallery
Sponsors
Media Centre
Download Agenda
Contact Us

Why attend?

The Artificial Intelligence in Financial Services Deep Dive held on 25 November at the Hilton London Metropole will have senior leaders from banks, insurers and asset managers to learn proven AI strategies, live case studies and regulatory roadmaps that convert pilots into measurable ROI.

One day dedicated to AI solutions for banking, insurance, asset & wealth management.
Live case studies from UK financial services showing measurable ROI and production deployments.
Regulatory clarity: practical steps to comply with DSIT guidance and EU AI act requirement.
Technical breakouts on LLM governance, data ops, synthetic vs real data fraud detection.
Actionable playbooks to scale AI responsibly and improve customer outcomes.

Who should attend

Chiefs
VPs
Heads and Directors in Technology
Data
AI/ML
Compliance
Risk
Cyber
Strategy
Digital
Underwriting
Operations
CX and transformation from retail and corporate banks
Insurers
Asset manager
Wealth managers
FinTechs

Register now

WHAT TO EXPECT FOR 2025

Expert insight from an impressive speaking faculty, 60% of which are director+ level from the biggest FS companies in the industry.
Discover the latest innovation and updates from a remarkable agenda, which covers both front-end and back-end themes.
Invaluable networking opportunities.
Be part of timely and relevant conversations and hear about topics that are trending in the industry, including Chat GPT and the best ways to manage the novel risks and challenges of AI.

150+ Attendees	10+ Exhibitors	20+ Speakers	75% Attendees at Director+ level
150+ Attendees	10+ Exhibitors
20+ Speakers	75% Attendees at Director+ level

Artificial Intelligence in Financial Services 2024

Agenda

25 Nov 2025

Expand All

8 AM

Registration and Refreshments

9 AM

Chairman’s Opening Remarks

Speakers

Craig Beattie

Insurance Technology & AI Strategist, Senior Analyst & CTO, Celent

9:10 AM

Keynote: EU AI Act – What Does This Mean for the UK financial industry?

What the EU AI Act means for AI development and deployment in financial services:

Europe and the UK: Diverging Visions for Artificial Intelligence
Why UK companies must still care about EU AI Act
Practical 90-day plan for UK organisations
Key enforcement dates every financial institution should know

Speakers

Massimo Buonomo

Member of the WG 2: Risk Identification and Assessment for Systemic Risk GPAI, Expert and Project evaluator for deep tech European projects, European Commission

9:50 AM

Keynote: The New Frontier – AI in Action

Speakers

Adrian Cox

Managing Director, Thematic Strategist, Deutsche Bank

10:20 AM

Dragons Den

10:40 AM

Morning Refreshments and Networking

11:10 AM

Panel Discussion: Agentic AI in Financial Services – From Automation to Autonomy

Understanding the potential of agentic AI to move from task execution to autonomous decision-making
Exploring use cases in customer service, trading, compliance, and operations
Assessing risks, governance, and safeguards required for responsible deployment

Panellists:

Senior representative, Gibraltar International Bank

Hemakumar Katna, Vice President – Service Line Group, Maveric Systems

Speakers

Hemakumar Katna

Vice President – Service Line Group, Maveric Systems

11:40 AM

The Future of AI-driven Intelligent Experiences

Artificial intelligence is rapidly reshaping how organisations design, deliver, and deepen customer experiences. Across sectors such as TBC brands are already using AI to reimagine loyalty, anticipate needs, and create experiences that evolve in real time.

In this presentation, we'll share insights from our work with leading global clients, highlighting how these industries are transforming through AI and what the financial services sector can take from their progress. From data-driven personalisation to predictive engagement and trust-led design, we’ll explore how intelligent systems are becoming central to modern customer strategy.

How leading industries are operationalising AI to create more adaptive, intuitive experiences
The capabilities and mindset shifts FSI organisations need to accelerate innovation
What the next phase of intelligent experience design looks like in practice

Speakers

John Cunningham

CTO, Valtech

12 PM

Security considerations for AI

Speakers

Matt Adams

Head of Security Enablement, Citi

12:40 PM

Testing everything and believing nothing – My Journey to AI

From skeptic to believer: join Marius Beliunas on his real-world journey through the evolving world of AI in financial services. Discover how rigorous testing and hands-on experience with Moterra’s Business AI Suite led to breakthrough results. Walk away inspired, with practical insights on adopting secure and compliant AI in highly regulated industries.

Follow Marius Beliunas’ transformation from AI skeptic to advocate for secure, responsible innovation
Hear how “testing everything and believing nothing” led to real breakthroughs with Moterra’s Business AI Suite
Explore live examples of AI boosting security, productivity, and compliance in financial services
Leave equipped with actionable strategies for implementing Agentic AI and GenAI in regulated environments

Speakers

Marius Beliūnas

ORM, CISO, CSO, Kreda.lt

12:55 PM

Lunch and Networking

2 PM

Application of GenAI

Speakers

Flavia Poma

Head of Machine Learning & AI Quantitative Research, LBCM Financial Markets, Lloyds Banking Group

2:30 PM

Beyond the Buzzword: Building Frontier Firms with Microsoft and Xpedition

What is a Frontier Firm? - Defining the concept: AI-first, agile, and digitally mature organisations leading transformation in Financial Services
Stages of Becoming a Frontier Firm - From experimentation to scale: exploring the journey from pilot projects to enterprise-wide AI adoption
Microsoft’s Role in Enabling FS Transformation - How Microsoft’s platforms, Copilot, and industry-specific solutions are laying the foundation for AI-first financial institutions
Xpedition as a customer zero - sharing how Xpedition is implementing Agents, upskilling teams, and acting as a customer zero to model transformation
Why Now? - Discussing the urgency and opportunity for FS firms to move beyond hype and build real capability in AI

Speakers

Oli Hymas

Senior Business Manager, Xpedition

Richard Gaster

AI Business Process Specialist, Microsoft

2:50 PM

LLMs vs SLMs: Finding the Right Fit for Finance

Comparing capabilities and trade-offs between Large and Small Language Models
Use cases in financial services: scale vs efficiency
Future outlook: hybrid approaches and evolving model architectures

Speakers

Ryan Lemand

Co-Founder and CEO, Neovision Wealth Management

3:20 PM

Afternoon Refreshments and Networking

3:50 PM

Panel discussion: Proving the Value – Generating ROI from AI in Financial Services

Identifying and prioritizing high-value AI use cases
Measuring ROI across efficiency, risk reduction, and revenue growth
Overcoming challenges in scaling AI investments for long-term impact

Speakers

Mari Parry

Principal AI Engineer, Blackrock

Adam Blair

VP Sales EMEA, DEEPL

4:20 PM

AI Governance. Done Right

How financial institutions can move from AI governance principles to measurable, auditable practice
How to connect AI governance principles with deep technical controls that provide evidence for confident AI decisions
How evidence-based governance transforms compliance from a constraint into a driver of trust, performance, and innovation across financial organizations
A real-world GenAI success case with a leading wealth management institution, showing how AI principles were turned into rigorous controls to test model performance, risk, and compliance

Speakers

Petar Tsankov

CEO & Co-Founder, LatticeFlow AI

4:40 PM

Anticipating the Future of Ai & Human Capital in Private Markets

The recent past: Robotic Process Automation
Disruption Drivers to traditional services
AI Applications in FS
The Four Pillars of AI Transformation
Deploying AI through the Value Chain
Understanding the risks of AI

Speakers

Eric Alter

Senior Vice President, Risk & Cyber/AI Engagement Leader – UK Corporate & Commercial, Marsh

5:10 PM

Key takeaways from a recent report on AI

Speakers

Aidan Knight

Associate Analyst, GlobalData Strategic Intelligence

5:30 PM

Chairman’s Closing Remarks

Speakers

Craig Beattie

Insurance Technology & AI Strategist, Senior Analyst & CTO, Celent

5:40 PM

Drinks Reception

6 PM

Private Dinner: Sponsored by Xpedition

6:40 PM

End of Conference

Speakers

Select a speaker to learn more

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Massimo Buonomo

Member of the WG 2: Risk Identification and Assessment for Systemic Risk GPAI, Expert and Project evaluator for deep tech European projects, European Commission

Session Details:

Keynote: EU AI Act – What Does This Mean for the UK financial industry?

2025-11-25, 9:10 AM

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Adrian Cox

Managing Director, Thematic Strategist, Deutsche Bank

Adrian Cox is a Managing Director and Thematic Strategist at Deutsche Bank Research, focusing on the implications of Artificial Intelligence for investors, enterprises and society. He joined Deutsche Bank in 2009 and held senior leadership roles in Communications in London and Sydney before joining Research. He previously spent a decade covering finance and economics as an award-winning journalist and editor at Bloomberg News and the Financial Times in London, Brussels and New York. He is a graduate of Cambridge University and has an MBA from City University in London.

Session Details:

Keynote: The New Frontier – AI in Action

2025-11-25, 9:50 AM

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Craig Beattie

Insurance Technology & AI Strategist, Senior Analyst & CTO, Celent

Session Details:

Chairman’s Opening Remarks

2025-11-25, 9:00 AM

Session Details:

Chairman’s Closing Remarks

2025-11-25, 5:30 PM

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Ryan Lemand

Co-Founder and CEO, Neovision Wealth Management

Dr Ryan Lemand is a seasoned finance professional with a diverse and extensive career as an Investment Manager and a Financial Regulator. He has deep experience in Fixed Income, Credit, Quantitative Asset Allocation and Risk Management, having managed significant portfolios of institutional assets in Paris, London and New York.

As a Senior Advisor to the UAE’s Federal Government, Dr Ryan worked principally on financial regulatory subjects where he both led and contributed to key initiatives that developed many of the core Financial Regulations in the UAE, including Regulations on Collective Investment Schemes, Financial Analysis and Consultancy Services, Market Making and others topics.

He was also principally responsible for leading the Funds and Investment Management team that handled the licensing and approvals for local and foreign mutual funds and investment managers. In addition, he advised on a variety of subjects relevant to the UAE’s macroeconomic policy.

Dr Ryan has a proven track record in green field projects and in growing and scaling companies, as demonstrated by his founding of the Wealth and Asset Management arm for the Abu Dhabi based ADSS Group, which grew to become one of the largest asset managers in the Abu Dhabi Global Market (ADGM).

As a former Regulator, he is also well versed in advising on regulatory matters that range from obtaining financial services permissions to assisting in solving complex regulatory issues.

Session Details:

LLMs vs SLMs: Finding the Right Fit for Finance

2025-11-25, 2:50 PM

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Mari Parry

Principal AI Engineer, Blackrock

Mari Parry is a Principal Engineer at BlackRock, focused on leveraging AI to support Portfolio Management workflows. She has 20+ years of experience delivering innovative solutions for the financial and media sectors in the UK and Germany.

Session Details:

Panel discussion: Proving the Value – Generating ROI from AI in Financial Services

2025-11-25, 3:50 PM

View In Agenda

Next speaker

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Eric Alter

Senior Vice President, Risk & Cyber/AI Engagement Leader – UK Corporate & Commercial, Marsh

Session Details:

Anticipating the Future of Ai & Human Capital in Private Markets

2025-11-25, 4:40 PM

View In Agenda

Next speaker

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Flavia Poma

Head of Machine Learning & AI Quantitative Research, LBCM Financial Markets, Lloyds Banking Group

Session Details:

Application of GenAI

2025-11-25, 2:00 PM

View In Agenda

Next speaker

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Matt Adams

Head of Security Enablement, Citi

Session Details:

Security considerations for AI

2025-11-25, 12:00 PM

View In Agenda

Next speaker

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Hemakumar Katna

Vice President – Service Line Group, Maveric Systems

With over 25 years in banking technology, Hemakumar has been at the forefront of digital and AI-led transformation across some of the world’s leading financial institutions.

A technologist turned AI strategist, Hemakumar now leads initiatives in AI Engineering, Platform Architecture, and Governance, helping enterprises build scalable and responsible AI ecosystems.

Blending deep financial domain expertise with cutting-edge innovation, Hemakumar is passionate about bridging traditional banking with the intelligence era, ensuring that AI adoption remains trusted, transparent, and human-aligned.

Hemakumar’s work focuses on translating emerging AI capabilities into governed, enterprise-grade platforms that drive real business outcomes while upholding compliance and ethical standards.

Session Details:

Panel Discussion: Agentic AI in Financial Services – From Automation to Autonomy

2025-11-25, 11:10 AM

View In Agenda

Next speaker

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Adam Blair

VP Sales EMEA, DEEPL

Adam Blair has spent over a decade leading go-to-market teams at high-growth startups and scaleups and currently serves as VP Sales, EMEA at DeepL. Since joining in 2022, Adam has delivered significant growth at DeepL, where he is able to combine his passion for building and scaling high-performing teams with his interest in both languages and technology.

Session Details:

Panel discussion: Proving the Value – Generating ROI from AI in Financial Services

2025-11-25, 3:50 PM

View In Agenda

Next speaker

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Marius Beliūnas

ORM, CISO, CSO, Kreda.lt

Where others see rules, documents, and threats, Marius Beliūnas sees people. He is not just another information security or operational risk management leader with years of experience in state-level critical infrastructure and processes. Instead, he is an architect of resilience, building security cultures on the foundation of human relationships. For Marius, security is not a set of documents gathering dust on a shelf—it’s a living, breathing part of an organization’s DNA. It starts with leadership that doesn’t just demand compliance but leads by example. It thrives in an environment of psychological safety, where teams openly discuss mistakes and learn from incidents. And it grows through interactive, scenario-based training that shakes employees out of routine thinking. His signature approach—engaging, real-world exercises designed to challenge and inspire—has become his trademark. Because for Marius, true security isn’t about policies; it’s about people. Why Listen to Marius? Because he doesn’t just talk about security—he makes it human.

Session Details:

Testing everything and believing nothing – My Journey to AI

2025-11-25, 12:40 PM

View In Agenda

Next speaker

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Petar Tsankov

CEO & Co-Founder, LatticeFlow AI

Dr. Petar Tsankov is the Co-Founder and CEO of LatticeFlow AI, a Swiss deep-tech company advancing trustworthy and compliant AI. He holds a PhD in Computer Science from ETH Zurich, where he developed the first scalable frameworks for verifying the safety of deep neural networks. A recipient of the John Atanasoff Prize from the President of Bulgaria, Petar previously co-founded ChainSecurity, a global leader in smart contract security, acquired by PwC. Under his leadership, LatticeFlow AI has earned major recognitions, including the Swiss AI Award and US Army Global AI Award, and has been listed twice in CB Insights’ AI 100 ranking of the world’s most innovative AI companies.

Session Details:

AI Governance. Done Right

2025-11-25, 4:20 PM

View In Agenda

Next speaker

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John Cunningham

CTO, Valtech

Session Details:

The Future of AI-driven Intelligent Experiences

2025-11-25, 11:40 AM

View In Agenda

Next speaker

Back

Oli Hymas

Senior Business Manager, Xpedition

Oli leads strategic engagements across industries, helping clients harness the latest Microsoft technology to drive transformation. With a focus on AI-first initiatives and digital excellence, Oli has facilitated high-impact workshops and roundtables, including the “Quest for Business Excellence” and “AI in Financial Services” events.

Session Details:

Beyond the Buzzword: Building Frontier Firms with Microsoft and Xpedition

2025-11-25, 2:30 PM

View In Agenda

Next speaker

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Richard Gaster

AI Business Process Specialist, Microsoft

Richard is an AI Business Process Specialist at Microsoft, working to partner with FS organisations on their digital transformation journey, all powered by Microsoft technology.

Session Details:

Beyond the Buzzword: Building Frontier Firms with Microsoft and Xpedition

2025-11-25, 2:30 PM

View In Agenda

Next speaker

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Aidan Knight

Associate Analyst, GlobalData Strategic Intelligence

Session Details:

Key takeaways from a recent report on AI

2025-11-25, 5:10 PM

View In Agenda

Next speaker

Plan Your Visit

Venue

Hilton London Metropole

Sponsors

Select a sponsor to learn more

Silver Sponsor

Company Information

At Xpedition, we partner with financial services firms to supercharge their business transformation and unlock the true potential of innovation. By leveraging the cutting-edge capabilities of Microsoft Copilot AI and Agents, along with Microsoft Dynamics 365, Microsoft Azure, and advanced analytics, we enhance operational resilience, boost agility, and transform data into actionable insights. Our collaborative partnership process empowers firms to not only meet but surpass client expectations, ensuring seamless business continuity in challenging environments.

As a proud Microsoft Inner Circle Partner, our expertise in Microsoft business applications and AI drives exceptional client experiences and revenue growth. With numerous Microsoft accreditations under our belt, we are committed to delivering excellence and innovation at every stage of your journey. Speak to one our experts to discover how our wealth management expertise, innovative solutions, and collaborative approach to business transformation help organisations drive sustained competitive advantage in an increasingly unpredictable and ever-changing industry.

Company Website

To learn more, please visit our website - www.xpedition.co.uk

Bronze Sponsor

Company Information

Moterra AI — Secure, Agentic AI for Financial Services
Moterra AI is a secure, agentic AI platform designed for fintech and financial institutions. It runs in your cloud and is connected to your data, it accelerates knowledge management, regulatory drafting, and compliance, without training public models on your content.
What we deliver:
● Cited answers from KYC/AML and policy documents
● Regulatory-ready drafting, up to 70% faster
● Compliance checks with full audit trails
● Role-based access with GDPR and ISO/IEC 27001 & 42001 alignment
● Custom extensions
● Go-live in one week
Proven results: Our clients see ~97.5% faster information retrieval, 80% shorter compliance reviews, and accelerated loan processing and KYC workflows, all while maintaining regulatory adherence.
Why Moterra: We are a London-based team with San Francisco–trained engineers, ex-EY consultants, and deep AWS expertise, delivering practical, secure AI that reduces compliance costs and scales with confidence.
Are you ready to unlock AI’s potential without the risk?

Company Website

To learn more, please visit our website - https://moterra.ai/

Panel Sponsor

Company Information

Established in 2000, Maveric Systems is a niche banking and financial services technology specialist driving transformation through AI, data, and automation. We partner with leading global banks to modernize technology, enhance customer experience, and build operational resilience across retail, corporate, wealth management, and capital markets.

With over 25 years of domain mastery, our AI initiatives are rooted in contextual relevance, precision, and security. Anchored in dedicated Domain, Technology, and Data AI Centers of Excellence, we combine deep banking expertise with engineering rigor to solve complex CXO challenges.

From quick wins to enterprise-scale programs, our work is co-created through knowledge frameworks, multi-model flexibility, and agentic orchestration, all safeguarded by governance guardrails.Our promise of Engineered Outcomes powered by AI is realized through design principles that are Agentic, Safe by Design, and Contextual, ensuring every engagement is built on transparency, accountability, and trust.

Company Website

To learn more, please visit our website - https://maveric-systems.com/

EXHIBITOR

Company Information

AI4Process specialises in AI-powered process transformation, with extensive Platform expertise – with Pega, SS&C Chorus, and Camunda to deliver intelligent, agile, and resilient operations. By combining agentic AI autonomy with generative AI innovation, we automate and optimize complex workflows—future-proofing your business for the AI era.

Our unique strength lies in AI-driven process intelligence. We harness predictive process mining and real-time decision automation to identify inefficiencies and drive transparent, compliant change. Whether it’s deploying Pega’s dynamic case management, scaling SS&C Chorus for financial services processes, or orchestrating with Camunda, we ensure tailored solutions that deliver tangible, data-driven outcomes.

From adaptive process control to enterprise-grade automation, we bridge next-gen AI with robust BPM practices—achieving measurable efficiency gains and sustainable long-term value.

Partner with AI4Process to unlock the full potential of AI in your operations—transforming your processes into scalable, strategic advantages that keep you consistently ahead in a rapidly evolving market.

Company Website

To learn more, please visit our website - https://ai4process.com/

Company Information

Aspire Systems helps banks and lenders put AI to work by simplifying the technology landscape. Our team of digital experience engineers help accelerate adoption through mainstream platforms such as Salesforce Agentforce and the Temenos Digital omni-channel platform, plus native code development where needed, instead of stitching together a maze of best of breed tools. The result is faster and safer progress in critical areas like origination, onboarding and customer engagement.

Behind these experiences lies the data pipeline. Aspire designs and implements pipelines with strong foundations in data quality, governance and ontology—ensuring that data is not just collected but organised, trusted and ready for gaining competitive advantage. This gives business leaders the confidence to apply personalisation and analytics where they matter most.

By combining proven platforms with robust data practices, Aspire offers banks a clear and sustainable route to AI adoption. We focus on practical solutions that reduce risk, shorten time to value and are good foundations for future journeys.

Company Website

To learn more, please visit our website - https://www.aspiresys.com/banking-financial-services/digital-experience-engineering