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This is the 2019 Summit Day agenda. The 2020 agenda will be added in due-couse.
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This is the 2019 Summit Day agenda. The 2020 agenda will be added in due-couse.
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Formats
8:45am - 9:30am45 mins
AI Summit
Registration, Breakfast & Networking
8:45am - 9:30am45 mins
Wealthtech & Investech Summit
Registration, Breakfast & Networking
9:30am - 9:40am10 mins
Wealthtech & Investech Summit
Chairman's welcome address
- April Rudin - Founder and President, The Rudin Group
9:30am - 9:35am5 mins
AI Summit
Chairman's Welcome Address
- Lindsay Davis - Senior Intelligence Analyst, CB Insights
9:35am - 9:50am15 mins
AI Summit
Financial Services on AI: Using Voice as a Customer Engagement Interface
- Ashwin Karuhatty - Head of Partnerships, Global Product Partnerships, Google
9:40am - 10:10am30 mins
Wealthtech & Investech Summit
The intersection of AI, financial planning and advice
- John R. Crittenden - Chief Strategy Officer and Director of Partnerships, Pefin
9:50am - 10:10am20 mins
AI Summit
Case Study: Harnessing AI for a client-first, customer-facing data strategy
- Kim Prado - Managing Director, Global Head of Client Insight, Banking & Digital Channels Technology, RBC Capital Markets
10:10am - 10:30am20 mins
Wealthtech & Investech Summit
Behavioral Analytics for the Wealth Management Desktop
- Catherine Parisi - Executive Director, JP Morgan Wealth Management
- Sean Stephens - Chief Revenue Officer, Glue42
10:10am - 10:30am20 mins
AI Summit
Keynote - Consumer-facing AI: From concept to reality
- Jason Mars - CEO and Co-Founder, Clinc
10:30am - 11:15am45 mins
AI Summit
Morning coffee & networking
10:30am - 11:15am45 mins
Wealthtech & Investech Summit
Morning coffee & networking
11:15am - 11:35am20 mins
AI Summit
Harnessing the power of synthetic data to maximize your AI strategy
- Randy Koch - CEO, ARM Insight
11:15am - 11:45am30 mins
Wealthtech & Investech Summit
Engaging the millennial market and meeting their changing demands
- Suman Bhattacharyya - Deputy Editor, Bank Innovation
- Elana Knoller - VP of Strategy & Chief of Staff, Better.com
- Lucy Randall - Purchase Sales Director, Better.com
11:35am - 12:00pm25 mins
AI Summit
Case study: Not just another chatbot
- Greg Brown - Managing Director, Canadian Digital Sales & Marketing, North American Digital Channels, Bank of Montreal
11:45am - 12:05pm20 mins
Wealthtech & Investech Summit
Case study: Agility and customer-centricity in wealth management
- Vivek Bedi - Head of Consumer Experience Digital Products, Northwestern Mutual
12:00pm - 12:30pm30 mins
AI Summit
PANEL: Combining AI efficiencies with the optimal user interface
- Martin Caupin - Head of Analytics Lab - CIB Americas, BNP Paribas
- Beaumont Vance - Head of AI, Chat and Emerging Technology, TD Ameritrade
- Jonathan Gane - Business Development, ABAKA
12:05pm - 12:30pm25 mins
Wealthtech & Investech Summit
Can upstarts in 401(k) management provide advisors the solutions they need?
- April Rudin - Founder and President, The Rudin Group
- Amy Oullette - Director of Retirement Services, Betterment for Business
- Eric Satz - Founder & CEO, Alto
- Jennifer Lammer - CEO and Co-Founder, Diamond NestEgg
12:30pm - 1:30pm60 mins
AI Summit
Lunch & networking
12:30pm - 1:30pm60 mins
Wealthtech & Investech Summit
Lunch & networking
1:30pm - 2:00pm30 mins
Wealthtech & Investech Summit
Strategies for success: Shaping your UHNW offering in the new era of financial services
- Markus Lammer - COO UHNW, Investment Banking and Capital Markets, Credit Suisse
1:30pm - 1:50pm20 mins
AI Summit
Use cases: Using AI and ML to develop models in asset management
- Andrew Chin - Chief Risk Officer and Head of Quantitative Research, AllianceBernstein
- Siinn Che - Data Scientist, AllianceBernstein
1:50pm - 2:10pm20 mins
AI Summit
USE CASES: Machine Learning and Artificial Intelligence in Banking
- Art Wangperawong - Distinguished Engineer focused on AI/ML, US Bank
2:00pm - 2:30pm30 mins
Wealthtech & Investech Summit
CASE STUDY: Using AI to create self-service experiences for clients that free up time and facilitate more meaningful interactions
- Beaumont Vance - Head of AI, Chat and Emerging Technology, TD Ameritrade
2:10pm - 2:30pm20 mins
AI Summit
Integrating hyperpersonalization into your AI strategy: The future of customer engagement
- Ramya Joseph - CEO and Founder, Pefin
2:30pm - 2:35pm5 mins
Wealthtech & Investech Summit
Chairman's Close Remarks & End of the Event
2:30pm - 2:35pm5 mins
AI Summit
Chair’s closing remarks
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