Leveraging AI technologies to generate revenue, cut costs and meet customer demands. Confirmed speakers include

Transcription

1 Leveraging AI technologies to generate revenue, cut costs and meet customer demands Confirmed speakers include Sohail Raja, Chief Digital Officer UK, Société Générale Tom Castle, Director of Artificial Intelligence, RBS Rob Smale, Transformation Director, Ageas Abhijit Akerkar, Head of Applied Sciences, Business Integration, Lloyds Banking Group Mohammed Marikar, Director, Intelligent Automation, RBC Martin Ove Ax, Head of Robotics, Saxo Bank Stuart Clements, Director, Head of Robotics, Deutsche Bank Huma Lodhi, Principal Data Scientist, Direct Line Group Janet Adams, Head of AI, TSB Bank Damien Judge, Head of Business Commercial Excellence, Ulster Bank Peet Denny, Chief Technology Officer, Wealth Wizards Gaye Soykok, Head of Emerging Technologies, Legal and General Peter Thomas, Senior Manager, Regulatory Technology, Bank of England Mark Budd, Head of Innovation, Zurich Mark Wilson, Head of Data Quality, Handelsbanken Adam Shardlow, Head of Journey Cora AI, RBS Lou Lwin, Chief Technology Officer, Markerstudy Group Ed Thomas, Principal Analyst, Global Data Gayathri Sudhakaran, Head of Self-Service, LV Amir Nooriala, Chief Operating Officer, OakNorth Bank Hany Choueiri, Chief Data Officer, Aldermore Bank

2 AI in Financial Services Conference Day One 08:00 Registration and refreshments Chair s opening remarks Ed Thomas, Principal Analyst, Global Data Panel discussion: Leveraging AI for personalisation, client acquisition and KYC Using a client portal to gain advanced customer insight Automating processes from price discovery to execution Adopting a learning-based approach to AI in customer acquisition Using sentient-based personalisation to improve customer engagement 09:00 Generating new insights from chatbots Sohail Raja, Chief Digital Officer UK, Société Générale Tom Castle, Director of Artificial Intelligence, RBS Hany Choueiri, Chief Data Officer, Aldermore Bank Fahd Rachidy, CEO, Abaka 09:30 Session reserved for sponsorship 10:00 Speed networking In this structured networking session delegates will have 2 minutes to meet a partner face-to-face, introduce themselves and share their biggest challenge before moving onto the next delegate. 10:30 Morning refreshments and networking 11: Unlocking new customer experiences and revenue stream with AI Taking a journey of transformation to become a customer-centric, AI powered bank Lessons learnt from breaking down data silos, creating a single customer view and toverhauling our CRM system to pave the way for AI innovation Launching the Next Best Product tool to unlock new revenue streams and meet customer expectations Creating new customer journeys and how to monitor and measure their success Preparing for Phase 2 of our AI journey and looking to the future Damien Judge, Head of Business Commercial Excellence, Ulster Bank Incorporating AI into the customer experience toolkit Leveraging Cora (AI) as the front door for all customers Mapping out your customer journey and implementing AI to tackle key pain points Using AI to deepen your customer understanding through rich insights Leveraging AI for content creation: Optimising your online campaigns Engaging customers through their preferred channels: When where to use AI for your customer interactions Adam Shardlow, Head of Journey Cora AI, RBS

3 12:00 Session reserved for Artificial Solutions How AI is revolutionising automated advice Understanding how machine learning and AI are changing approaches to advice Developing a hybrid model where humans and machines work seamlessly together Leveraging speech recognition and voice interactions to communicate with clients Empowering advisors with AI to optimise efficiency Looking ahead to emotional interactions between humans and machines Peet Denny, Chief Technology Officer, Wealth Wizards 13:00 Session reserved Mando 13:15 Networking lunch 14:15 14:35 Panel discussion: Bot vs assistant vs hybrid - what s the future? Sharing examples of when hybrid execution has worked seamlessly to enhance customer experience When is the human touch essential to AI interactions with customers? What is the key to success with leveraging hybrid chatbots? Adam Shardlow, Head of Journey Cora AI, RBS Reflect and connect In this session delegates will be asked to reflect on the talk they have just heard and discuss the key themes which arose in the session. Delegates will be grouped in tables of 8 and asked 3 questions provoked by the previous speaker. 14:45 Session reserved for Kofax 15:15 Roundtable discussions In these interactive discussions, delegates will have the opportunity to pose their biggest questions directly to industry experts in small working groups on the topic of their choice.

4 Roundtable 1: Human-machine teaming: How to empower staff with AI tools What state is the industry currently in with the use of AI-powered advisor tools? What benefits can AI bring to relationship management? How far can we take this? When should humans step in? How can we create tools that are easy to use and generate the best results? Mohammed Marikar, Director, Intelligent Automation, RBC Roundtable 2: Using AI in your Moments of Truth How to leverage AI in the most pivotal moments of your customer journey Roundtable 3: Session reserved for sponsorship Roundtable 4: Session reserved for sponsorship 16:15 Afternoon refreshments and networking 16:45 17:15 17:45 Learning from your AI setbacks to pave the way to success Understanding the importance of failure in innovation projects and what you can learn Lessons learnt from rolling out the digital workers initiative and automating the trading process Defining clear goals and business supporters for your centre of excellence Selecting the right vendor for your projects Stuart Clements, Director, Head of Robotics, Deutsche Bank Delivering effective customer conversations Communicating to customers with empathy Deciding what touchpoints and channels to use at what point Understaning the role that AI plays in driving effective customer conversations Gayathri Sudhakaran, Head of Self-Service, LV Creating your action plan: Bringing together the key ingredients for success Taking a step back and creating the holistic picture you need to succeed Lessons learned from past AI projects and common pitfalls to avoid Driving value from every AI project with a clear plan to demonstrate ROI Understanding what tools you have at your disposal and when to deploy them to best effect Abhijit Akerkar, Head of Applied Sciences, Business Integration, Lloyds Banking Group 18:15 Chair s summary and end of day 1

5 AI in Financial Services Conference Day Two 08:15 Registration and refreshments Chair s opening remarks 08:50 Ed Thomas, Principal Analyst, Global Data Keeping up with the pace of change: Using RPA to align your business and prepare for AI advances Leveraging operational reviews and RPA technology to prepare your business for a fast-changing environment Using automation and process optimisation to speed up processes and pave the way for innovation Teat and learn and aligning your back office as an essential building block before implementing customer-facing AI Thinking systemically to ensure future success Rob Smale, Transformation Director, Ageas 09:30 Session available for sponsorship 10:00 10:30 Transforming your business with machine learning and RPA How we achieved a 40% increase in renewal rates by introducing machine learning Applying RPA to overcome difficult legacy system challenges Solving key business challenges with machines to improve operational efficiency Tackling the difficult questions posed by an increasingly automated workforce Lou Lwin, Chief Technology Officer, Markerstudy Group Panel discussion: Ethical AI in finance How can we ensure that AI is used to support people and create a better financial system? What are the potential use cases of AI across financial services for social good? Could the use of AI in finance have damaging outcomes for customers and citizens? What steps can we take to ensure accountability in AI projects? Janet Adams, Head of AI, TSB Bank 11:00 Session reserved for Valohai 11:30 Morning refreshments and networking 12:00 Long term vision, short term goals: How to build value from your AI pilots Translating AI initiatives into clear business value and engaging key stakeholders Unlocking the value of your customer data to deliver better services for your customers Rules for success in determining which projects to address and how to avoid failure Selecting the right partners for your projects what to avoid and lessons learnt Gaye Soykok, Head of Emerging Technologies, Legal and General

6 12:30 Session reserved for Ciklum 12:45 Key lessons from the Zurich Innovation Foundry How to scale your innovation projects across the business Leveraging automation on unstructured data Important developments in customer-facing AI and cost reduction Looking ahead to the possibilities of cognitive Mark Budd, Head of Innovation, Zurich 13:15 Lunch and networking 14:15 14:45 15:15 Leveraging AI at the Bank of England to process data from regulated firms Creating a machine readable and machine executable regulatory rulebook Piloting an innovative digital regulatory reporting approach Using machine learning to analyse data from regulated firms Merging data from across all central bank functions to help provide a clearer picture of the UK economy Peter Thomas, Senior Manager, Regulatory Technology, Bank of England Q&A: Don t run before you can walk: Ensuring your data is AI-ready Understanding the steps you need to take to ensure your data is AI-ready What to avoid when starting a new AI initiative Understanding your data in order to keep up with the pace of change Illustrating your business challenges to your data science team Mark Wilson, Head of Data Quality, Handelsbanken Creating effective interim solutions through core enhancement Leveraging interim solutions to pave the way for full automation Facilitating a pre-requirement for solutions Highlighting problem areas before committing to costs Using enhancement as an opportunity to buy time to make strategic decisions Martin Ove Ax, Head of Robotics, Saxo Bank 15:45 Afternoon refreshments and networking 16:15 16:45 Leveraging big data and machine learning to unlock the potential in SME lending How OakNorth has managed to build a 2.5bn loan book profitably with no defaults in less than three years by leveraging big data and machine learning How we use AI to help make more informed credit decisions Amir Nooriala, Chief Operating Officer, OakNorth Bank The Potential of AI to transform risk management Creating more efficient systems for risk management Overcoming barriers to AI adoption in risk management Janet Adams, Head of AI, TSB Bank

7 17:15 Understanding how AI is transforming the insurance industry How AI is driving the next wave of insurance disruption and how to respond Transforming the way we organize, run and grow business Harnessing the explosion of data from connected devices Seizing the advantages of cognitive technologies Preparing for the accelerating changes to come Huma Lodhi, Principal Data Scientist, Direct Line Group 17:45 Chair s summary and close of conference