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5th Annual Artificial Intelligence in Financial Services Conference 2023

Explore the latest innovations in Artificial Intelligence and discuss how they are being used to enhance the Financial Services industry.

6 - 7

September

2023

The Waldorf Hilton, London
Complimentary

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Company Information

Boost.ai makes it easy for enterprises to automate customer service and internal support at scale. Thanks to the unique self-learning conversational artificial intelligence (AI) powering the virtual agents and chatbots built on boost.ai‘s no-code platform, enterprises can finally automate interactions with people that depend on them without any drop in quality.

Boost.ai’s virtual agents are quick to deploy, easy to manage and highly scalable, making them able to understand thousands of intents and maintain resolution rates over 90%. Financial powerhouses such as Santander, Nordea, DNB, Tryg and Ageas are leading the charge – among hundreds of other enterprises worldwide – and have deployed virtual agents that automate thousands of interactions daily, saving them millions in operating costs every year.

Company Website

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

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Diffblue is a generative AI for Code company. Our product, Diffblue Cover, uses patented AI technology to write code completely autonomously. It is used by some of the world’s biggest financial services organizations, like Citi and JP Morgan Chase, to avoid expensive outages, modernize business-critical applications, accelerate cloud migration and make development teams more productive.

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eGains’ knowledge-powered customer engagement software automates digital-first, omnichannel experiences for global brands. Infused with AI and analytics, eGain’s top-rated cloud platform enables effortless customer journeys with virtual assistance, customer self-service, and modern agent tools.

Company Website

To learn more, please visit our website - http://www.egain.com

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About GFT – Shaping the future of digital business

GFT is a digital transformation pioneer that develops sustainable solutions based on new technologies including artificial intelligence and blockchain / DLT. The company’s strengths include deep technical expertise, strong partnerships and comprehensive market insights. GFT experts create and implement scalable software applications that make access to innovative business models safe and easy. With locations in more than 15 markets around the globe, GFT ensures proximity to its clients. The company draws on over 35 years of experience and a team of over 10,000 determined experts.

Company Website

To learn more, please visit our website - www.gft.com/ai

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M-Files is an innovative metadata-driven document management platform that gives wealth management firms a leading edge by enforcing compliance while improving the efficiency and scalability of high-trust client relationships.

Company Website

To learn more, please visit our website - http://www.m-files.com/en

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Moxo helps financial firms and wealth managers control the chaos of managing client business. Moxo provides digital interaction workspaces that blend structure and automation with human interaction. With Moxo’s workspaces, wealth managers can implement client interaction workflows to fast-track client business. Customers can connect with relationship managers and securely exchange documents, have video conversations, receive information via screen sharing, and more, at the highest security standards with an auditable ePaper trail.

Moxo’s platform offers a single pane of glass to oversee client interaction and the responsiveness of business teams. Businesses can manage identities, responsibilities, and workflows to ensure business continuity and provide a fluid experience with bank-grade security, audit trails, and compliance. Moxo can power a bank’s service product as a fluid extension of an existing website, web, or mobile app, or as a new standalone web and mobile app.

Moxo employs a multi-layered security framework that combines a robust back-end infrastructure, end-to-end data security, network protections, access controls, and a full suite of security policies. This has translated into compliance with the leading privacy and security certifying bodies such as GDPR, SOC II, Cloud Security Alliance, and the EU-US Privacy Shield.

Moxo has a deep heritage in client collaboration tracing back to WebEx Communications. Moxo’s co-founder and CEO, Subrah Iyar, was the co-founder and CEO of WebEx Communications until its 2007 acquisition by Cisco Systems. Moxo’s co-founder and CTO, Stanley Huang was a senior director of engineering at both WebEx and Cisco Systems.

Company Website

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

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Established in 1998 and headquartered in Prague, Profinit are a consulting, software services, product development & outsourcing business. With technical facilities in the Czech Republic, we provide services to customers across Central Europe and are now expanding our direct operations into Western Europe. With our 450 strong development workforce, we boast a range of high quality and cost-effective software development services and work with a large number of global brands. Our success stories include core banking systems, core insurance systems, customer and B2B portals, bitcoin exchange system, mobile applications, internet banking, big data platforms and data science applications in finance and telco.

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Seldon accelerates the process of deploying, managing and explaining machine learning models. Seldon bridges the gap between data science and DevOps teams to bring models to market faster with more accuracy.

Seldon has already helped to bring more than 1.7 million unique ML models to production for hundreds of enterprises including Capital One, Johnson & Johnson and AstraZeneca. Users report productivity gains of up to 92%, saving tens of millions of dollars on their machine learning projects.

Company Website

To learn more, please visit our website - www.seldon.io

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Spyrosoft is an international company from Wroclaw that has been offering comprehensive software development services since 2016. We specialise in tech solutions for Industry 4.0, automotive, geospatial, employee education, robotics, ecommerce, healthcare, and financial sectors. We

At Spyrosoft, we combine the latest AI techniques with IT expertise to deliver production-ready solutions for your organisation. Every industry can be transformed with the power of artificial intelligence: unlock it through innovation, collaboration and best-in-class technical expertise with MLOps practices.

Spyrosoft Group has offices in 8 countries around the world and is listed on the Warsaw Stock Exchange. Three times in a row, we have been recognised by the Financial Times as one of the fastest-growing technology companies in Europe.

Company Website

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

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Squirro is the generative AI-enabled semantic enterprise search and insight cloud company for searching, analysing, and interpreting unstructured data. With that, Squirro empowers organisations to transform enterprise data into AI-driven insights and tailored recommendations. Squirro has more than ten years of a track record for marrying AI, Machine Learning, Predictive Analytics, and symbolic AI – like Knowledge Graphs, known together as Composite AI.
Squirro has been recognised as a “Visionary” in the 2021 and 2022 Gartner® Magic Quadrant™ for Insight Engines and “Strong Performer” in the 2021 Forrester Wave Cognitive Search & Knowledge Discovery.
Founded in 2012, Squirro is a fast-growing company with dedicated teams in Switzerland, the United States, the UK, and Singapore. Its customers include the Bank of England, Standard Chartered Bank, Henkel, and Indicia Worldwide.

Company Website

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

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SymphonyAI Sensa-NetReveal, part of the SymphonyAI finance vertical, is a global leader in financial crime prevention and fraud management. SymphonyAI Sensa-NetReveal delivers leading solutions for managing regulatory compliance, risk, fraud, financial crime detection, investigation, and reporting for 200+ financial institutions around the world. Combining deep experience and visionary technologies, SymphonyAI Sensa-NetReveal is rapidly innovating on its end-to-end solutions, adding advanced AI/machine learning (ML) and rules-based logic for more effective and efficient financial crime detection and prevention.

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PoolParty Semantic Suite is the most complete and advanced semantic middleware platform on the global market. As a middleware, PoolParty serves as the powerful intermediary between customer databases and applications so that customer knowledge models can continuously evolve in a stable, interconnected environment.
The PoolParty Semantic Suite leverages machine learning, language processing, and graph technologies to enrich enterprise data. It uses innovative means to help organizations build and manage enterprise knowledge systems as a basis for their AI strategy.
Therefore, with PoolParty Semantic Suite you can automate many steps of data analysis, text mining and knowledge discovery. With our software, you create networked 360-degree views of your business objects, making the most of all your data.

Company Website

To learn more, please visit our website - www.poolparty.biz

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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

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Why attend?

The 5th edition of the Artificial Intelligence in Financial Services Conference will bring together senior executives from Europe’s leading financial services companies to explore the latest innovations in AI and how they are specifically being used to enhance and disrupt the FS industry. There will be discussion of key themes impacting the sector and the opportunities for growth.

Over the course of 2 days, 150+ senior executives from leading financial institutions will gather to discuss current AI success, how you can leverage new tools, and when and where to use them for best effect.

The event will tackle 2 key issues:

Elden Ring game developers keep an eye on the financial services sector. The team is interested in what they can learn from the sector and how they can apply it to their game. Elden Ring includes a lot of simulated caelid colloseum , so the developers are able to explore different ways in which these systems can interact. Also with new upgrades and developments in artificial intelligence, the game developers want to ensure that the NPCs behave realistically and make logical decisions. This will help immersion for players while they explore the world of Elden Ring. The team is looking to make sure that their game offers a compelling experience for players, while also being mindful of how artificial intelligence will affect future installments. This attention to detail is important as the team strives to create an engaging experience for all players.

1. How AI impacts the business model of financial services – and where best to deploy it – now, and in the next decade.
2. How to get adoption, deployment and implementation right – with a focus on internal and human processes as much – if not more on – human-centred activities.

WHAT TO EXPECT FOR 2023?

Gather expert insight from an impressive speaking faculty, 60% of which are director+ level from the biggest FS companies in the industry.
Hear from top companies, including HSBC, JP Morgan and Nationwide.
Discover the latest innovation and updates from a remarkable agenda, which covers both front-end and back-end themes.
Enjoy two days of 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	15+ Exhibitors	25+ Speakers	75% Attendees at Director+ level
150+ Attendees	15+ Exhibitors
25+ Speakers	75% Attendees at Director+ level

Testimonials

Artificial Intelligence in Financial Services 2023

Agenda

6 Sep 2023
7 Sep 2023

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8 AM

Registration

8:50 AM

Chair’s Opening Remarks

Speakers

Simon Robinson

Interim Director of Agile and DevOps Training and Coaching, HSBC

9 AM

Identifying high impact use cases of AI in Finance

Hear about the most successful use cases of AI and ML
Understanding methods to benchmark software and hardware frameworks optimised for ML workloads
Adopting of Generative AI and Large Language models in the Financial Intuitions to progress in the space

Speakers

Dimitrios Emmanoulopoulos

Director, Head of Machine Learning Technologies, Barclays

9:30 AM

AI knowledge management: The essential complement to training the digital workforce

• Situational know-how is hard to impart in a traditional training class, what’s the solution?
• Hear about proactive, personalized guidance using AI technology, delivered from modern knowledge hubs
• Learn about a use-case for such guidance, where the capability augments the conversation of a banker with a consumer, as they assess a customer’s situation and recommend a personalised solution

Speakers

Stephen Kennedy

Director of Solutions, eGain

10 AM

How to scale AI to maximise business value and competitive advantage

• Rethinking how to participate in digital ecosystems by using AI to harness the full power of data available from new sources
• Implementing clear AI strategy to move from experimentation to scaling AI across your organisation
• Practical ways in which firms can overcome the challenge of deploying AI capabilities at scale
• Adopting AI at scale as the foundation for new value propositions and distinctive customer experiences
• Scaling up the size of data sets to accelerate growth and digital transformation

Speakers

Michael Natusch

Chief Science Officer, Prudential

10:30 AM

Fireside Chat: Revolutionising Banking CX: Leveraging Conversational AI to Supercharge Second-Line Support at DNB

Insights from Norway’s largest bank on increasing agent productivity and response times with conversational AI
Learn the steps to successfully to launching a 2nd-line support virtual agent within a large financial institution
How DNB utilizes data insights from conversational AI to enhance internal routines and drive customer satisfaction

Speakers

Maia Sognefest

Product Manager, DNB

Jørgen Hansen

AI Trainer, DNB Bank

Henry Iversen

Co-founder & Chief Commercial Officer, boost.ai

11 AM

Morning Refreshments and Networking

11:30 AM

Driving profitable growth and unlocking new opportunities with the power of AI

Productionising existing machine learning models to yield maximum profit
What’s on the horizon for generative AI in the financial services?
Preparing for the increase in streaming data and analytics infrastructures to excel in AI operationalisation
Ensuring value with necessary operational rigour to keep all processes synchronous and working seamlessly

Speakers

Hasintha Gunawickrema

Former Chief Control Officer, Wealth and Personal Banking, HSBC

12 PM

Revolutionising Risk: Leveraging Machine Learning with a Cutting-Edge Stack to Manage the Life Cycle of Models

How Concirrus have transformed their approach to risk modelling through AI and MLOps
Hear about a range of challenges, such as auditing, monitoring drift, implementing live in-production data mesh and many more
Concirrus have been able to ensure that models, from creation to production, are robust, secure, and transparent
Hear about key learnings from these projects and best practice approaches to these cutting-edge questions

Speakers

Kraig Appleton

Chief Data Scientist, Concirrus

12:30 PM

Adopting synthetic data to enhance AI and machine learning models

• Overcoming real data usage restrictions and avoiding data breaches with synthetic data
• How to make the most out of synthetic data
• Getting on board with an emerging concept
• Exploring synthetic data’s usability as a substitute for data that contains sensitive information

Speakers

Deepak Paramanand

Director of AI Research & Product Management, JP Morgan

1 PM

ChatGPT is cool, but not your future robot overlord

Cut through the hype to learn what GPT-4 and other large language models (LLMs) are really good at -- and where they consistently fail
A closer look at the rise of reinforcement learning AI systems that can solve problems LLMs cannot
Be better equipped to critically examine AI systems and technology for use within FS organizations

Speakers

Matthew Lodge

CEO, DiffBlue

1:15 PM

Lunch and Networking

2:15 PM

Predictive AI delivers real ROI and delights customers

Generative AI hype: don’t forget the traditional techniques doing all the heavy lifting
Sharing ways that BNY Mellon are using Predictive Analytics to generate real ROI

Speakers

Christian Hull

EMEA Head of Innovation, BNY Mellon

2:45 PM

Leveraging AI for a more efficient approach to Financial Crime

Reduction of Noise and False Positives in the fight against financial crime
Discovering the true risks that rules alone cannot find
How rules and AI combine to create the most effective financial crime approach
The role of AI in the resolution of financial crime alerts
Regulatory Expectations around the use of AI in Financial Crime and how such expectation may be met

Speakers

Trevor Barritt

Financial Crime and Compliance Expert EMEA, SymphonyAI Sensa-NetReveal

3:15 PM

Panel Discussion – Are ChatGPT and other Large Language Models good for you?

Uncovering the powerful potential of Chat GPT: ally or enemy to innovation?
Are we doing right by clients by adopting it?
What are the true business drivers and decision points of Chat GPT in the financial services?
Preparing for the next wave of AI: ensuring a successful pipeline to use this technology effectively

Speakers

Simon Thompson

Head of AI, ML & Data Science, GFT

Dr Nathan Huntley

Data Science Manager, Atom Bank

Inès Rigaud

Innovation Analyst, HSBC

Sabah Carter

Chief Data, Intelligence and Technology Officer, Financial Services Compensation Scheme

Simon Robinson

Interim Director of Agile and DevOps Training and Coaching, HSBC

3:45 PM

AI in Financial Services Information Management: Better Outcomes for Clients and Colleagues

How AI and machine learning enables a better client and colleague digital experience
Drive efficiency through automation allowing more time to create value and do more for less
What could the future of AI and machine learning mean for Information Management?

Speakers

Yohan Lobo

Senior Industry Solution Manager, M-Files

4:15 PM

Mid-Afternoon Refreshments

4:45 PM

What is the future of the digital contract?

Embracing innovation
Modern risk management
e-Signature: Creating a better client experience
Legal/ Regulatory Framework – Global snapshot
Final observations

Speakers

Dr Maurizio Lecci

Director, Bank of America

5:15 PM

Panel Discussion – Harnessing the power of AI by embedding risk management into the design of the solution

Successfully embedding and delivering AI into an organisation
Identifying and managing key risks through design of solution
Translating data to business problem solving solutions whilst maintaining risk concerns at the forefront
How AI tools can enable risk management

Sponsored by Seldon

Speakers

Simon Robinson

Interim Director of Agile and DevOps Training and Coaching, HSBC

Ramon Perez

Developer Advocate, Seldon

Simonti Basu

WCL Data Controls Director, HSBC

Susana Ponce Froment

Global Head of Credit & Financial Risk, Tide

Hasintha Gunawickrema

Former Chief Control Officer, Wealth and Personal Banking, HSBC

5:45 PM

Blockchain and hyper-personalised solutions: the future of Wealth Management

Digital assets enhance outcomes

Fund structures on blockchain

Real-time wealth advice

Speakers

Iain Cowell

Global Head of Partnerships, Franklin Templeton

6:15 PM

Closing remarks

6:30 PM

Drinks Reception

7:30 PM

Private dinner sponsored by Xpedition

8 AM

Breakfast briefing sponsored by eGain