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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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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
                  This is the 2019 agenda. The 2020 agenda will be added in due-couse.

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