Artificial Intelligence in Financial Services Deep Dive 2025

Fostering the Future of Financial Services with AI Strategies and Performance

25

November

  • Hilton London Metropole
  • Complimentary

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.

200+

Attendees

15+

Exhibitors

50+

Speakers

75%

Attendees at Director+ level
200+

Attendees

15+

Exhibitors
50+

Speakers

75%

Attendees at Director+ level

Artificial Intelligence in Financial Services 2024

Agenda

  • 9 Sep 2025
  • 10 Sep 2025
Expand All

Streams

Stream one

STREAM A

Stream two

STREAM B

STREAM B: Complying With Emerging AI Regulations For Financial Services

11:30 AM

GenAI Model Management

Speakers

Dr. Matthew Jones
Head of Risk Decision Science & Analytical Innovation, Nationwide Building Society
Tom Phillips
Head of Risk Data Science, Nationwide Building Society

11:50 AM

Call Miner

12:20 PM

How Is AI Revolutionising Data Visualisation?

  • How far has data analysis, hallucinations and bias silos developed within AI in FS?
  • How has AI impacted quality of analytics and data collections for utility?
  • Transforming data context and RPAs to become accurate and cognitive

Speakers

Divya Kesavan
Head of Corporate Data Science and Insights, Barclays
Aneek Akram
Lead Data Scientist, Global Transaction Banking, Barclays

12:40 PM

How Is AI Transforming Governance & Compliance In The Funds Industry?

  • Enhancing regulatory compliance through AI
  • AI in risk management and oversight
  • Challenges and ethical considerations in AI-driven governance

Speakers

Dale Jones
Interim Head of Client Portfolio Insights, NatWest Commercial & Institutional Depositary Services

1 PM

Crealogix

1:15 PM

LUNCH

STREAM B: The Future of Data and Analytics

2:15 PM

Living In A Data Sovereign World

  • Steps to overcome data sovereignties and regulatory turmoil
  • How should financial institutions adapt in foreign data policies and strategise ROI initiatives?
  • How are we defining tools and frameworks into our business and strategies?

Speakers

Dr Andrea Isoni
AI Advisor, ISO - International Organization for Standardization and Chief AI Officer

2:30 PM

DataSnipper

Speakers

Wissem Mareghni
Solutions Engineer, DataSnipper

2:50 PM

Mastering The Arts of Data and Models

  • Increasing data privacy risk amidst a global AI race
  • How should organisations be proactively maintaining data commitments and obligations of AI within models?
  • To what extent have we successfully implemented models into business products?

 

Speakers

Mario Maric
Deputy Executive Director, CRM and Artificial Intelligence, Privredna Banka Zagreb Intesa Sanpaolo

3:10 PM

Coreweave

3:25 PM

Networking Break

8 AM

Registration

8:45 AM

Opening Remarks

Speakers

Isabel Al-Dhahir
Principal Analyst, Strategic Intelligence, GlobalData

THEME 1: AI Growth Plans In The UK For 2025

9 AM

Industry Keynote Address: A Pro-Innovation Roadmap for AI in the UK

  • Understanding the UK ‘AI Action Plan’ to turbocharge AI
  • How will the 5 principles for the responsible regulation of AI promote growth innovation and public confidence?
  • How will the UK become an AI superpower and shape the AI revolution?
  • Fostering an environment for home-grown AI
  • Achieving a consensus on the risks associated with frontier AI

Speakers

Emily Campbell-Ratcliffe
Head of AI Assurance - Responsible Technology Adoption Unit, Department for Science, Innovation and Technology

9:20 AM

Keynote: The AI Race

Speakers

Adrian Cox
Managing Director, Thematic Strategist, Deutsche Bank

9:40 AM

Lead Partner Address Building the AI Infrastructure in the UK

10:10 AM

Keynote: From Hype To Reality – Overcoming Challenges To Scale (AI in Action)

Speakers

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

10:30 AM

Boost.AI

11 AM

Dragon’s Den

11:10 AM

Networking Break

STREAM A: Building Your AI Stack

11:30 AM

Real-World Challenges In Leveraging AI and Data

Speakers

Dr Eugenia Shynkevich
Head of Quant Solutions, Senior Vice President, Bank of New York

11:50 AM

Airia

12:20 PM

Privacy in AI

  • Understanding the unique privacy challenges of AI
  • Dealing with bias and discriminatory outcomes Strategies for mitigating privacy risks
  • Using data anonymization in AI

EY

12:40 PM

Panel Discussion: To What Extent Is GenAI Ethical and Responsible?

  • Transparency and explainability of decision-making processes
  • Accountability and bias management
  • Impact on society and the need for regulation
  • Human oversight in AI deployment
  • Addressing modern challenges, including those posed by intelligence and digital technologies

Speakers

Mari Parry
Principal AI Engineer, Blackrock
Dr Andrea Isoni
AI Advisor, ISO - International Organization for Standardization and Chief AI Officer
Isabel Al-Dhahir
Principal Analyst, Strategic Intelligence, GlobalData
Bernadette Wesdorp
Partner, Responsible AI Netherlands Leader

1 PM

Weave.ai

1:15 PM

LUNCH

2:15 PM

How AI Is Changing The Way Of Working At UBS

Speakers

Alex Porciani
Data & AI Product Manager, UBS

2:30 PM

Research: How Can We Minimize GenAI Model Hallucinations?

While large language models (LLMs) have been a major enabler in the rise of AI – and a major disruptor across industries and use cases – their adoption has been more limited in financial services, and for good reasons. In a highly regulated environment that demands accountability and precision, LLMs lack refinement for enterprise use cases. With an emphasis on huge models with large and diverse datasets, there is a strong potential for hallucinations that affect both customer outcomes and portfolio risk. Detecting and managing hallucinations is difficult because LLM algorithms are not interpretable and users lack the knowledge to challenge them.

Responsible AI practices emphasize extreme knowledge of data utilized in AI development, and FICO has applied this practice to the development of focused language models (FLMs). A focus on very specific data orchestration for training  ensures appropriate high quality and high relevance data is chosen; later, this same focused data is used to build both domain and task FLM from scratch ensuring that models correctly focused on a task at hand.

The FLM approach is distinctly different from commercially available LLMs and SLMs, which offer no control of the data used to build the model; this capability is crucial for preventing hallucinations and harm. A focused language model enables GenAI to be used responsibly because:

  • It affords complete transparency and control of appropriate and high-quality data on which a core domain-focused language model is built.
  • On top of industry domain-focused language models, task-specific focused language models with tight vocabulary and training contexts can be developed for specific enterprise tasks.
  • Further, due to the transparency and control of the data, the resulting FLM can be accompanied by a trust score with every response, allowing risk-based operationalization of Generative AI; trust scores measure how responses align with the FLM’s domain and/or task knowledge anchors (truths).

How can focused language models (FLM) overcome the enterprise challenges of LLMs and be a game changer for a wide variety of decisions? In this presentation, FICO will present its groundbreaking research into this concept and illustrate how it can benefit both lenders and consumers

Speakers

Dr. Scott Zoldi
Chief Analytics Officer, FICO

2:50 PM

Fireside Chat: AI Agents in Financial Services: A look into the future

  • How can we gather our data to pivot true innovation?
  • Payment and consumer behaviour - what are we seeing?

Speakers

JoAnn Stonier
Mastercardfellow Data and AI, Mastercard
Kelvin Waters
Customer Insight Manager, Lloyds Banking Group
Isabel Al-Dhahir
Principal Analyst, Strategic Intelligence, GlobalData

3:10 PM

Kosmoy

3:25 PM

Networking Break

THEME 2: Societal Impacts of AI

3:50 PM

A Four-Pronged Strategy to Mitigating the Risk of Generative AI Hallucinations and Improving Response Quality

Generative AI is predicted to transform almost every role and industry. Yet the technology also exposes users to the major risk of AI hallucinations. Howie Epstein, Director of Product Management at LexisNexis, will outline four steps for organizations to mitigate this risk and make Generative AI’s outputs more accurate, relevant, and trustworthy.

Speakers

Howie Epstein
Director of Product Management | GM & Strategy Lead, Data, API & Services, LexisNexis

4:10 PM

Fireside Chat: Anticipating AI Strategies and Holistic Outlooks For 2026/27

  • AI Action Plan – What opportunities will open for AI Diplomacy?
  • Guiding Financial Services industry to strengthen AI risk and resilience
  • Strategies for enhancing fraud detection and prevention
  • How will AI data centres affect financial services industry? Will data management become more efficient?

Speaker, NatWest

Speakers

Simon Thompson
Head of AI, ML & Data Science, GFT
Isabel Al-Dhahir
Principal Analyst, Strategic Intelligence, GlobalData

4:40 PM

Panel Discussion: Empowering Women and Diversity in Tech

Speakers

Monika Kashyap
Head of Decisioning, Omni Channel (AI, Data & Analytics- CIB), HSBC
Nombuso Matsape
Head of IT Digital Data and Innovation Business Engagement, ICBC Standard bank
Isabel Al-Dhahir
Principal Analyst, Strategic Intelligence, GlobalData

5:10 PM

Chairman’s Closing Remarks and End of Day 1

5:30 PM

Reception Drinks

Private Dinner Hosted by Appian

Streams

Stream one

STREAM A

Stream two

STREAM B

11:10 AM

STREAM B: The World of Cyberpunks – Fraud, Security and Risk Management

11:30 AM

Strategising data-led financial crime and fraud prevention

  • Exploring commonalities across financial crime and fraud detection and prevention and how financial services can adapt their strategies
  • Leveraging data and AI for a holistic financial crime and fraud risk assessment
  • Integrating AI into financial crime system capabilities to improve effectiveness
  • Monitoring evolving business financial crime and fraud risks

Speakers

Alex Brenig Jones
Head of Insights, Non-Financial Risk, NatWest Group

11:50 AM

5 Things FS Leaders Should Know About AI in Customer Experience

  • How to embed AI into your existing CX stack without disruption
  • Real-world FS proof points: Rabobank and beyond
  • The Assist → Hybrid → Agentic roadmap explained simply
  • Building trust: governance, compliance, and security at scale
  • Actions to accelerate adoption and show ROI in 90 days

Speakers

Jon Quayle
Product Evangelist, Deepdesk

12:10 PM

Operationalising AI to Enhance Business Strategies and ROIs

  • How can AI support revenue generating activities?
  • Driving efficiency gains VS driving alpha
  • Using Generative AI as a co-pilot to free up time and resources for higher-value activities

Speaker, Schroders

12:30 PM

Risk Management Panel Discussion: Navigating AI/ML applications in risky landscapes

  • How are we managing operational risks of AI whilst also saving time and costs?
  • Complying with evolving regulations
  • Can Agentic AI enhance credit risk modelling and fraud detection validity?
  • What cases does the industry need to see to adapt forward?

Moderator: Bhavin P. Kapadia, Senior Advisor - Financial Services, AIFS Series Advisory Board

Speakers

Mauricio Toro Bermudez
Head of Data Science, Cheddar
Dr Andrea Isoni
AI Advisor, ISO - International Organization for Standardization and Chief AI Officer
Tom Coppock
Senior Product Management Director - Artificial Intelligence, Tungsten Automation
Mari Parry
Principal AI Engineer, Blackrock
Bhavin P. Kapadia
Financial Services, AIFS Series Advisory Board
Irina Shaleyko
Vice President - QA Manager, Citibank

1 PM

LUNCH

2 PM

Creating Harmonious Regulatory Convergence and Operational Resilience

  • Need for greater coordination among global authorities for synchronised responses and initiatives
  • Establishing principles for national and cross-border data governance
  • How can financial services facilitate greater collaboration among national regulatory bodies? Where are the challenges?

Speakers

David Otudeko
Head of Prudential Regulation, Association of British Insurers

2:20 PM

Restructuring Risk Models in Your Business

  • How are we generating new synthetic data to train our models?
  • To what extent have we affected availability of true data and what are the risks?
  • Reshaping new strategies to create true data to train AI models

Speakers

Fares Triki
Head of Model Risk Management, MUFG

2:40 PM

Panel Discussion: A Bug in The System: AI Agents in a Crypto World

  • The proliferation of AI agents within the crypto community
  • How can AI agents used in reality and where are the used cases?
  • Successful strategies vs Trial and error stories

Moderator: Bhavin P. Kapadia, Senior Advisor - Financial Services, AIFS Series Advisory Board

Speakers

Samed Bouaynaya
CFA, Portfolio Manager and Director UCITS Funds, Altana Wealth
Bhavin P. Kapadia
Financial Services, AIFS Series Advisory Board

3 PM

Networking Break

4:30 PM

Sponsor Fraud Fight Club (Interactive Workshop)

Are you ready to see how strong your firewalls are? Come join the fight club to challenge the boundaries of privacy, cybersecurity and theft!
Putting your product to the test and see if you can survive the Fraud Fight Club.
[Disclaimer: Whatever happens in the fight club, stays in the fight club]

8 AM

Registration

8:55 AM

Chairman’s Opening Remarks

Speakers

Isabel Al-Dhahir
Principal Analyst, Strategic Intelligence, GlobalData

9 AM

Industry Keynote Address: Economic Impact of Geopolitical Risks on AI

Speakers

Grace Fan
Managing Director Global Policy and Disruptive Themes Research, TS Lombard

THEME 3: Augmenting The New Reality of Artificial Intelligence

9:20 AM

Keynote Panel Discussion: How Are We Installing International AI Initiatives into Blueprints?

  • How do international AI initiatives differ from domestic ones in terms of implementation and impact, especially in Financial Services?
  • What are the key challenges does Financial Services face when integrating AI initiatives into their existing blueprints?
  • What are the best practices for tracking AI innovation and investment trends across different markets?
  • Is an AI licensing regime possible, where is the safety in this?

Massimo Buonomo, Expert and Project Evaluator for AI and Deep Tech European Projects, European Commission

David Otudeko, Head of Prudential Regulation, Association of British Insurers

Emily Campbell-Ratcliffe, Head of AI Assurance - Responsible Technology Adoption Unit, Department for Science, Innovation and Technology

Senior representative, GFT Technologies

Senior representative, KPMG

Grace Fan, Managing Director Global Policy and Disruptive Themes Research, TS Lombard

Moderator: Ryan Lemand, Co-Founder and CEO, Neovision Wealth Management

Speakers

Massimo Buonomo
Expert and Project Evaluator for AI and Deep Tech European Projects, European Commission
David Otudeko
Head of Prudential Regulation, Association of British Insurers
Emily Campbell-Ratcliffe
Head of AI Assurance - Responsible Technology Adoption Unit, Department for Science, Innovation and Technology
Grace Fan
Managing Director Global Policy and Disruptive Themes Research, TS Lombard
Ryan Lemand
Co-Founder and CEO, Neovision Wealth Management

10 AM

KPMG AI in Enterprise Finance: A Strategic Blueprint for Innovation

10:20 AM

The Dawn of the EU AI Act – What Does This Mean for the UK Industry?

  • Driving economic growth and fueling the innovators
  • Achieving more AI enhancements than human replacement
  • Aggregate global financial data: Provide real-time data from cross-border sovereignties and liabilities.
  • Boosting regulator’s AI capabilities

Speakers

Massimo Buonomo
Expert and Project Evaluator for AI and Deep Tech European Projects, European Commission

10:40 AM

Networking Break

11:10 AM

STREAM A: Building Your AI Stack

11:30 AM

The Status of AI in the Insurance Industry: What Is Happening Now?

  • How can AI play a part in claims processing and enhance CX via chatbots and digital platforms?
  • Key challenges in underwriting and claims handling
  • The Big 3: Silos, biases and hallucinations
  • What frameworks does Insurance need to digitally develop?Yanna Winter

Speakers

YANNA WINTER
CIO, Head Of Generali UK IT And GC&C IT, Generali

11:50 AM

Vespa AI

12:10 PM

Turning Open Banking Data into Underwriting, Retail, and Market Insights

  • Enhancing underwriting models with behavioral insights from Open Banking data
  • Identifying customer needs, demographics, and spending trends for tailored product strategies
  • Leveraging Open Banking and AI to refine retail marketing and customer segmentation
  • Building stronger customer connections and opening new industry opportunities through AI-driven insights

Speakers

Mauricio Toro Bermudez
Head of Data Science, Cheddar

12:30 PM

Panel: How Can Leveraging AI Shape the Future of Business Decisioning?

  • Building a resilient change in the digital landscape and security
  • Driving intelligent, real-time decisions
  • Unlocking the power of data
  • Scaling without complexity
  • Futureproofing against emerging threats

Moderator: Isabel Al-Dhahir, Principal Analyst, Strategic Intelligence, GlobalData

Speakers

YANNA WINTER
CIO, Head Of Generali UK IT And GC&C IT, Generali
Isabel Al-Dhahir
Principal Analyst, Strategic Intelligence, GlobalData
Joshua Lloyd-Lyons
Vice President, Fidelity International Strategic Ventures
Ryan Lemand
Co-Founder and CEO, Neovision Wealth Management

1 PM

LUNCH

2 PM

AI: The New Employee in the Boardroom

  • How boards can drive innovation that aligns with the organization’s strategy
  • Balancing the need for cutting-edge technology with robust governance structures
  • The emergence of the robo-director
  • Increasing company digital touchpoints to fuel AI decision-making

Speakers

Ange Johnson De Wet
Director, Head of Engineering, NatWest

2:20 PM

Building New Software Faster with AI to Drive Productivity

  • Driving engineering efficiency
  • Solving your biggest application development challenges by leveraging autonomous AI
  • Exploring the next generation of AI for code

 

Digital Realty

2:40 PM

Panel Discussion: Rewriting The Cultural Adoption of AI and Automation

  • How do you perceive the current state of AI and automation adoption?
  • Exploring communication techniques to maintain a balanced level of integrated AI strategies and initiatives
  • Productionising GenAI – is it giving the right information?

Moderator: Isabel Al-Dhahir

Speakers

Dharmender Tathgur
Senior Data Scientist, C. Hoare & Co.
Isabel Al-Dhahir
Principal Analyst, Strategic Intelligence, GlobalData

3 PM

Networking Break

THEME 4: Future Predictions for AI in FS – What to Expect Next?

3:30 PM

Mapping AI’s Future Impact on Financial Data

  • How is AI transforming data management?
  • Building AI-powered data pipelines
  • Addressing security and data minimisation in AI
  • How is AI rewriting the rules of data analysis?

Aveni

3:45 PM

The New World of Agentic AI

Speakers

Zilvinas Bareisis
Director, Retail Banking and Payments, Celent

4:10 PM

Closing Keynote Fireside Chat: Building An AI Workforce With The Younger Generation

  • How are we creating bandwidth and investments with training and employing younger gen talent?
  • How do we enroll mentorship programs to prepare the younger generation for an AI-enhanced workforce?
  • With a global talent shortage how do we upskill younger workers to develop in an AI-driven job market?

 

Moderator: Dharmender Tathgur, Senior Data Scientist

Speakers

Dylan Shah
Strategic Partnerships Associate, Standard Charted
Dharmender Tathgur
Senior Data Scientist, C. Hoare & Co.

4:30 PM

Accessing The New AI Superforce (Interactive)

Can you transform capabilities to par with human cognition?

Accelerate your artificial intelligence to super intelligence to have open-ended abilities to learn, adapt and deliver. Demos, case studies and sneak peaks to alter your performance.

Straive

4:30 PM

End of Conference

Speakers

Select a speaker to learn more

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Massimo Buonomo
Expert and Project Evaluator for AI and Deep Tech European Projects, European Commission

Session Details:

Keynote Panel Discussion: How Are We Installing International AI Initiatives into Blueprints?

2025-09-10, 9:20 AM

Session Details:

The Dawn of the EU AI Act – What Does This Mean for the UK Industry?

2025-09-10, 10:20 AM

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

Session Details:

Keynote: From Hype To Reality – Overcoming Challenges To Scale (AI in Action)

2025-09-09, 10:10 AM

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Emily Campbell-Ratcliffe
Head of AI Assurance - Responsible Technology Adoption Unit, Department for Science, Innovation and Technology

Emily Campbell-Ratcliffe is Head of AI Assurance at the UK’s Department for Science, Innovation and Technology (DSIT). Emily leads DSIT’s efforts to support the growth of an ethical, trustworthy, and effective AI assurance ecosystem in the UK, a key pillar of support for realising the UK’s AI governance framework. She represents the UK at the OECD’s Working Party on AI Governance, and is also part of the OECD.AI network of experts, contributing to their Expert Groups on AI Risk & Accountability and Compute & Climate. Emily has worked in AI policy for several years, and prior to joining government worked in the private sector on international AI governance policy. Outside of her roles she has published work on the responsible publication of AI research, and how to manage its risks.

Session Details:

Keynote Panel Discussion: How Are We Installing International AI Initiatives into Blueprints?

2025-09-10, 9:20 AM

Session Details:

Industry Keynote Address: A Pro-Innovation Roadmap for AI in the UK

2025-09-09, 9:00 AM

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Dr Eugenia Shynkevich
Head of Quant Solutions, Senior Vice President, Bank of New York

Session Details:

Real-World Challenges In Leveraging AI and Data

2025-09-09, 11:30 AM

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Isabel Al-Dhahir
Principal Analyst, Strategic Intelligence, GlobalData

Isabel Al-Dhahir is a Principal Analyst in GlobalData’s Thematic Intelligence team where she works with clients across numerous industries to understand the impact of emerging disruptive technologies such as AI, robotics, and quantum computing on their business. Isabel holds a Ph.D. from the University of Oxford in Materials Science.

Session Details:

Opening Remarks

2025-09-09, 8:45 AM

Session Details:

Chairman’s Opening Remarks

2025-09-10, 8:55 AM

Session Details:

Panel Discussion: To What Extent Is GenAI Ethical and Responsible?

2025-09-09, 12:40 PM

Session Details:

Fireside Chat: AI Agents in Financial Services: A look into the future

2025-09-09, 2:50 PM

Session Details:

Fireside Chat: Anticipating AI Strategies and Holistic Outlooks For 2026/27

2025-09-09, 4:10 PM

Session Details:

Panel Discussion: Empowering Women and Diversity in Tech

2025-09-09, 4:40 PM

Session Details:

Panel: How Can Leveraging AI Shape the Future of Business Decisioning?

2025-09-10, 12:30 PM

Session Details:

Panel Discussion: Rewriting The Cultural Adoption of AI and Automation

2025-09-10, 2:40 PM

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Bernadette Wesdorp
Partner, Responsible AI Netherlands Leader

Bernadette Wesdorp is a Partner in our Netherlands Leadership team and is the Responsible AI Netherlands Leader. She joined EY in November 2014 and, previously, was an IT consultant at a large telecommunications company.

Bernadette graduated from the Vrije Universiteit in Amsterdam with a Master of Science in Consulting & Communication. She is a Certified Information Privacy Professional (CIPP/e) from the International Association of Privacy Professionals (IAPP).

Bernadette is passionate about creating multidisciplinary, diverse, and inclusive teams, and is known for connecting the right people to the right clients. Bernadette is always looking for ways to help clients achieve their goals.

Session Details:

Panel Discussion: To What Extent Is GenAI Ethical and Responsible?

2025-09-09, 12:40 PM

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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 AI Race

2025-09-09, 9:20 AM

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Dr. Matthew Jones
Head of Risk Decision Science & Analytical Innovation, Nationwide Building Society

Matthew has a PhD in Statistics and is an ex-lecturer in Computational Statistics at Cardiff University School of Mathematics.  He has 20 years’ of experience in financial services, his team build advanced analytical tools across Credit Risk, Economic Crime and Collections & Recoveries.

His team delivered the first Machine Learning Credit Scorecard for a major UK financial institution, and he currently sits on the Nationwide AI Council with a focus on the creation of controls for Generative AI models.

He has a passion for learning and development creating and chairing the Risk Academy and enterprise-wide Nationwide Analytical Community.

Session Details:

GenAI Model Management

2025-09-09, 11:30 AM

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Tom Phillips
Head of Risk Data Science, Nationwide Building Society

Session Details:

GenAI Model Management

2025-09-09, 11:30 AM

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Divya Kesavan
Head of Corporate Data Science and Insights, Barclays

Session Details:

How Is AI Revolutionising Data Visualisation?

2025-09-09, 12:20 PM

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Dale Jones
Interim Head of Client Portfolio Insights, NatWest Commercial & Institutional Depositary Services

Dale has over 10 years of data analytics experience in the asset & wealth management industry covering audit, compliance and cloud transformation programmes. Dale leads the Client Insights & Analytics team for NatWest Trustee & Depositary Services. He has a Bachelor of Science in Medical Microbiology from the University of Leeds and certifications for SQL, Python programming and the CFA Investment Management Certificate.

Session Details:

How Is AI Transforming Governance & Compliance In The Funds Industry?

2025-09-09, 12:40 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: To What Extent Is GenAI Ethical and Responsible?

2025-09-09, 12:40 PM

Session Details:

Risk Management Panel Discussion: Navigating AI/ML applications in risky landscapes

2025-09-10, 12:30 PM

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Dr Andrea Isoni
AI Advisor, ISO - International Organization for Standardization and Chief AI Officer

Session Details:

Panel Discussion: To What Extent Is GenAI Ethical and Responsible?

2025-09-09, 12:40 PM

Session Details:

Living In A Data Sovereign World

2025-09-09, 2:15 PM

Session Details:

Risk Management Panel Discussion: Navigating AI/ML applications in risky landscapes

2025-09-10, 12:30 PM

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JoAnn Stonier
Mastercardfellow Data and AI, Mastercard

Session Details:

Fireside Chat: AI Agents in Financial Services: A look into the future

2025-09-09, 2:50 PM

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Kelvin Waters
Customer Insight Manager, Lloyds Banking Group

Kelvin started his position as Customer Insights Manager at Lloyds Banking Group on January 29, 2023. His role focuses on understanding and improving customer experiences within the banking sector.

Session Details:

Fireside Chat: AI Agents in Financial Services: A look into the future

2025-09-09, 2:50 PM

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Howie Epstein
Director of Product Management | GM & Strategy Lead, Data, API & Services, LexisNexis

Howie Epstein
Director of Product Management | GM & Strategy Lead, Data, API & Services

Howie Epstein is Director of Product Management at LexisNexis, where he leads core product strategy and development for the Data, API, and Services segments. He also oversees go-to-market and commercial strategy across these segments, operating in a hybrid GM and product leadership capacity. His role spans end-to-end ownership—from vision and roadmap to market delivery and growth acceleration.

Before joining LexisNexis, Howie held senior product roles at Kroll, where he focused on innovation in the risk, compliance, and investigations space. There, he played a key role in modernizing digital offerings and scaling global product lines. His work bridged product, engineering, and client-facing teams to deliver high-value solutions tailored to enterprise needs.

With a background in technology, operations, and cross-functional leadership, Howie excels at aligning diverse teams, translating market insights into actionable strategy, and driving adoption through clear, differentiated positioning. He is known for his customer-first mindset, ability to simplify complexity, and consistent track record of delivering measurable business impact.

Session Details:

A Four-Pronged Strategy to Mitigating the Risk of Generative AI Hallucinations and Improving Response Quality

2025-09-09, 3:50 PM

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Nombuso Matsape
Head of IT Digital Data and Innovation Business Engagement, ICBC Standard bank

Session Details:

Panel Discussion: Empowering Women and Diversity in Tech

2025-09-09, 4:40 PM

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Dylan Shah
Strategic Partnerships Associate, Standard Charted

Session Details:

Closing Keynote Fireside Chat: Building An AI Workforce With The Younger Generation

2025-09-10, 4:10 PM

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Grace Fan
Managing Director Global Policy and Disruptive Themes Research, TS Lombard

With two decades of on-the-ground experience across the Americas (including Brazil and Mexico) and China, Grace has worked at TS Lombard since 2007 and specializes in energy, political risk, infrastructure and industrial/tech policy, plus their intersection with emerging new technologies as key research themes. She previously led Latin America research at TS Lombard and has broad sector expertise in core areas spanning clean energy, oil & gas and agriculture alongside trade and tech issues. Prior to TS Lombard, she worked as an EM journalist with articles in The New York Times, The Wall Street Journal, The Asian Wall Street Journal, Barron’s and Dow Jones Newswires among other publications. She is a graduate of Harvard University and has an MBA from Brazil’s Getulio Vargas Foundation.

Session Details:

Keynote Panel Discussion: How Are We Installing International AI Initiatives into Blueprints?

2025-09-10, 9:20 AM

Session Details:

Industry Keynote Address: Economic Impact of Geopolitical Risks on AI

2025-09-10, 9:00 AM

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David Otudeko
Head of Prudential Regulation, Association of British Insurers

David Otudeko leads the regulation directorate which is collectively responsible for the ABI’s policy work on prudential regulation, conduct regulation, tax, financial and corporate reporting and environmental, social and governance (ESG) matters.

David joined the ABI in June 2021 as Head of Prudential Regulation from AmTrust International where he was part of the Risk Management function and was instrumental in establishing a Shared Services Risk Function at the Insurance Group. Prior to this, he had spells working in the Insurance Risk and Regulation Practice at PwC, the Prudential Regulation Authority’s Major Life Insurance Groups Supervision Department and in various roles at RBS over a 10-year period.

David's LinkedIn profile can be found here.

Session Details:

Keynote Panel Discussion: How Are We Installing International AI Initiatives into Blueprints?

2025-09-10, 9:20 AM

Session Details:

Creating Harmonious Regulatory Convergence and Operational Resilience

2025-09-10, 2:00 PM

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YANNA WINTER
CIO, Head Of Generali UK IT And GC&C IT, Generali

Yanna is a strategy and technology expert with extensive IT experience. Has successfully bridged the gap between business strategies and IT organisations. Has an established reputation in leading and delivering large-scale transformations. CIO (Head of IT) for Generali UK and for Generali Corporate and Commercial. Session Details: Welcoming digital change to the insurance business operating model and overcoming resistance to adapt

Session Details:

The Status of AI in the Insurance Industry: What Is Happening Now?

2025-09-10, 11:30 AM

Session Details:

Panel: How Can Leveraging AI Shape the Future of Business Decisioning?

2025-09-10, 12:30 PM

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Alex Brenig Jones
Head of Insights, Non-Financial Risk, NatWest Group

Alex is responsible for bank-wide data-led insights, executive risk reporting, risk assessments and MI strategy in NatWest Group Financial Crime Risk. Previously led the Group’s efforts to tackle tax evasion: responding to the Criminal Finances Act as well as wider tax transparency (FATCA, CRS) risk management.

Before this Alex was at Barclays, where he supported the front office and managed client and corporate tax risk, across Corporate Banking, Wealth Management, Investment Banking, and in-house mergers & acquisitions.

His Experience includes leading RBS’s response to the Criminal Finances Act 2017 (risk assessments, training, designing and implementing controls), M&A tax from conception to post-completion, including sale of Wealth Asia business and sale of UK trusts business, managing tax risks associated with a wide range of FS products and services including structured notes, prime brokerage, real estate financing, and secured funding (securitisations and covered bonds). He has significant experience working with Financial Crime on tax evasion risk and corporate tax compliance roles.

Session Details:

Strategising data-led financial crime and fraud prevention

2025-09-10, 11:30 AM

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Mauricio Toro Bermudez
Head of Data Science, Cheddar

Mauricio Toro holds a PhD in Computer Science from Université de Bordeaux, France. As the principal data scientist at Cheddar,
best newcomer at the British Bank Awards 2024, he developed solutions to maximize user savings using AI and NLP.
Previously, as a technical leader at a large fintech company in latin america, he developed solutions for customer feedback
summarisation using AI and NLP.

Session Details:

Turning Open Banking Data into Underwriting, Retail, and Market Insights

2025-09-10, 12:10 PM

Session Details:

Risk Management Panel Discussion: Navigating AI/ML applications in risky landscapes

2025-09-10, 12:30 PM

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Tom Coppock
Senior Product Management Director - Artificial Intelligence, Tungsten Automation

Tom is responsible for Tungsten Automation’s global AI strategy, related product roadmap priorities and go-to-market value propositions, across Tungsten’s Intelligent Automation, Workflow, Intelligent Document Processing (IDP), Robotic Process Automation (RPA) and e-Invoicing platforms.

With more than 25 years in the software industry, Tom has hands-on experience with a wide range of integration, automation, cloud, data, and AI technologies, bringing a deep understanding of how different solution capabilities can complement each other to increase business value and accelerate innovation.

Session Details:

Risk Management Panel Discussion: Navigating AI/ML applications in risky landscapes

2025-09-10, 12:30 PM

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Ange Johnson De Wet
Director, Head of Engineering, NatWest

Session Details:

AI: The New Employee in the Boardroom

2025-09-10, 2:00 PM

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Zilvinas Bareisis
Director, Retail Banking and Payments, Celent

Zil is a Director at Celent, global research and advisory firm specialising in Financial Services. Zil leads the firm’s Retail Banking and Payments practice and is based in London. His research focuses on the impact of technology-driven change in banking, particularly on consumer payments, digital identity, and the open financial services ecosystem. Zil has a global perspective with an emphasis on market developments in Europe and North America.

Zil is a regular speaker, chairman, and panel moderator at the leading payments industry events, such as Finovate, Money 2020, FTT Embedded Finance and Super-Apps, and many others. He has also been widely quoted in the press, such as The Economist, The Financial Times, The Banker, The Times, The Daily Telegraph, The New York Times, American Banker, PaymentSource, and other publications.

Prior to joining Celent, Zil was a management consultant, most recently at Oliver Wyman. He has over 25 years of advisory experience with a strong focus on cards and payments innovation and has worked with major financial institutions and technology players around the world on a range of strategic issues.

Zil has an MBA from Carnegie Mellon University and MSc in Applied Mathematics from Kaunas University of Technology. He is fluent in English, Russian, and Lithuanian.

Session Details:

The New World of Agentic AI

2025-09-10, 3:45 PM

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Dr. Leanne Allen
Partner & Head of AI, Advisory, KPMG

Leanne is a Partner at KPMG in the UK, where she is the Head of AI, Advisory. With over 20 years of consulting experience, her proficiency encompasses a comprehensive range of data disciplines, including Data Architecture, Data Strategy, Data Management and Governance, as well as Advanced Analytics, AI and AI Ethics. Leanne excels in bridging the gap between business and IT stakeholders, ensuring seamless communication and understanding. Her adeptness in solving intricate technical challenges, coupled with her strategic foresight, has been instrumental in designing and leading the implementation of complex data-driven solutions. As the spearhead of Ethical AI initiatives at KPMG UK, Leanne is committed to fostering responsible AI practices that align with ethical standards and societal values.

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Samed Bouaynaya
CFA, Portfolio Manager and Director UCITS Funds, Altana Wealth

Samed has been joint portfolio manager for ADAF since January 2022, a director of Altana UCITS Funds since 2017 and PM for the Global Billionaires Fund from 2020-23. Prior to joining Altana in 2014, Samed was a Derivatives Trading Analyst at SocGen, a Credit Quant Analyst at JP Morgan and an Associate Director at RBC Capital Markets where he covered senior quantitative and risk roles supporting derivatives trading. Samed is a CFA® charter holder and holds an MSc. in financial and mathematical engineering from Polytechnic Federal School of Lausanne, Switzerland. He also holds an Msc in computer science and applied mathematics from ENSIMAG (French engineering school ‘Grande Ecole’) in Grenoble.

Session Details:

Panel Discussion: A Bug in The System: AI Agents in a Crypto World

2025-09-10, 2:40 PM

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Bhavin P. Kapadia
Financial Services, AIFS Series Advisory Board

Worked at Wall-Street investment banks: Deutsche Bank in New York and Wells Fargo in San Francisco.  And one of the biggest European investments company, Natixis. Subject expertise background in multi-asset derivatives and building out corporate large-scale institutional front-office trading platforms. 10+ years serving as a Senior Advisor in the Financial Services Industry, consulting on AI within: Security-Cyber, Data, Fraud-Identity, and Regulatory.  Bhavin has been recognised by media publications in New York and Washington DC.  

Session Details:

Risk Management Panel Discussion: Navigating AI/ML applications in risky landscapes

2025-09-10, 12:30 PM

Session Details:

Panel Discussion: A Bug in The System: AI Agents in a Crypto World

2025-09-10, 2:40 PM

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Wissem Mareghni
Solutions Engineer, DataSnipper
With over three years of audit experience, Wissem Mareghni specializes in modernizing the audit function through technology. At DataSnipper, he leads initiatives around audit digitalization, data-driven decision support, and agile risk management approaches. He combines a solid understanding of business challenges with mastery of innovative tools to help internal audit departments anticipate the challenges of tomorrow.

Session Details:

DataSnipper

2025-09-09, 2:30 PM

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Dr. Scott Zoldi
Chief Analytics Officer, FICO

Dr. Scott Zoldi is chief analytics officer at FICO, responsible for artificial intelligence and analytic innovation across FICO's product and technology solutions. Dr. Zoldi is a named inventor on 140+ active patents and pending patent applications, with more than 100 granted. Scott is an industry leader in the responsible use of AI, Generative AI (GenAI), and Agentic AI, as well as an outspoken proponent of AI governance and regulation. His groundbreaking work in focused language models (FLMs) for GenAI and a patented use of blockchain technology for AI model development governance has helped propel Scott to AI visionary status. His recent awards include Constellation Research Award AI150, Tech Leadership Award from Banking Tech Awards, Tech Influencer Highly Commendable Award from DataIQ Data & AI Awards, San Diego Business Journal - Leaders of Influence in Technology (2025); Tech Leadership - Software & Services Provider from Fintech Futures, MachineCon AI100 Award, Innovator Award from American Banker (2024); Global Finance Innovator Award (FICO) (2023); and Corinium Future Thinking Award (2022). An enthusiastic member of the southern California tech community, Scott serves on the Boards of Directors of Software San Diego and the San Diego Cyber Center of Excellence. He received his Ph.D. degree in theoretical and computational physics from Duke University, and his work has been published in The Harvard Business Review and numerous scientific journals.

When not at his office or on a plane, Scott can often be found in his Ford Bronco, exploring the desert around San Diego with his family. To hear more of his views follow Scott on LinkedIn and BlueSky @ScottZoldi.

Session Details:

Research: How Can We Minimize GenAI Model Hallucinations?

2025-09-09, 2:30 PM

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Irina Shaleyko
Vice President - QA Manager, Citibank

Session Details:

Risk Management Panel Discussion: Navigating AI/ML applications in risky landscapes

2025-09-10, 12:30 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:

Keynote Panel Discussion: How Are We Installing International AI Initiatives into Blueprints?

2025-09-10, 9:20 AM

Session Details:

Panel: How Can Leveraging AI Shape the Future of Business Decisioning?

2025-09-10, 12:30 PM

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Mario Maric
Deputy Executive Director, CRM and Artificial Intelligence, Privredna Banka Zagreb Intesa Sanpaolo

I focus on AI projects that enhance customer understanding and improve customer experience. I have worked on international projects, including 12 years at Intesa Sanpaolo’s International Bank Division, implementing and scaling machine learning across various banks and markets. I believe success comes from aligning AI initiatives with well-defined strategic objectives, a strong operating model and clearly measurable results. With a technical background, I understand both AI technology and its practical applications.

Session Details:

Mastering The Arts of Data and Models

2025-09-09, 2:50 PM

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Joshua Lloyd-Lyons
Vice President, Fidelity International Strategic Ventures
Josh is a vice president in the Fidelity International Strategic Ventures team, focused on enterprise software and financial infrastructure. He has worked on FISV’s investments into Moonfare, Finbourne, Zilo, PrimaryBid, and 73 Strings (where he is a board observer). Josh leads the team's thematic coverage of the private assets' software stack and financial services applications of AI and holds a seat on Fidelity International’s Global AI Steering Committee.
Josh brings wide-ranging speaking experience, having appeared on panels and delivered keynotes at leading industry events. Highlights include his 2024 keynote at Fintech Connect (AI: Saviour or False Prophet?), Innovate Finance’s 2025 webinar on AI’s Impact in Fintech, and sessions at Fintech Fringe and the upcoming 2025 AI Summit London. With deep expertise at the intersection of AI, and financial infrastructure, Josh offers both investor and operator perspectives on how AI is reshaping finance.

Session Details:

Panel: How Can Leveraging AI Shape the Future of Business Decisioning?

2025-09-10, 12:30 PM

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Richard Wham
VP of EMEA, Airia
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Alina Sysko
Senior Solution Consultant, ABBYY

Alina is a seasoned expert in intelligent automation, with over a decade of experience at ABBYY, a global leader in Intelligent Document Processing. Responsible for identifying and implementing optimal solutions to address customer bottlenecks across Europe, Alina collaborates closely with clients and partners, to drive the adoption of AI technologies and accelerate process automation. Alina holds a Master’s degree in International Economics and is currently pursuing a Master’s in Data Science at University of London, with a focus on the trustworthiness of Generative AI.

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Alexander Stumpfegger
Chief Sales Officer, CID

Alexander Stumpfegger is Chief Sales Officer at CID, a digital solution and AI innovator. Over 20+ years at CID, Alexander has helped to develop technological solutions for web crawling, natural language processing, and semantic graphs to support information exploration to benefit clients in various industries. His background combines technological expertise with business-oriented approaches to AI and Big Data Analytics. Today, Alexander supports asset and wealth managers to leverage more actionable insights from quantitative, fundamental, and qualitative data sources to build better thematic investment products and to drive business development at wealth managers and private banks.

 

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Frank Sherlock
VP- International, CallMiner

Based in the UK, Frank has been with CallMiner for 6 years, during which time we have seen significant business growth in the region. Frank holds a master’s degree in business administration (MBA) and a Higher National Diploma in Telecommunications engineering. He has worked in and around the contact centre and customer experience space for the last 25 years.

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