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September 12-14, 2022
The Marriott Marquis Times Square, New YorkNew York, NY

Kyle Caffey
Head of Innovation Accelerator at Charles Schwab


Kyle is a seasoned digital product leader and driver of innovation in the financial services space. He currently leads the Digital Innovation Accelerator at Charles Schwab, which explores nascent solutions to unmet investor and advisor needs. Prior to leading the innovation team, he led Schwab’s Conversational AI initiatives. His vision for AI-driven value-rich conversations with clients started as an idea in an innovation lab. Kyle and his team delivered on that vision by building a cross-enterprise, omnichannel conversational ecosystem to serve clients at scale. In 2020, his team launched the Schwab Assistant experience within the Schwab mobile app, which allows clients to use voice or text to manage their accounts seamlessly and get 24/7 assistance with their financial questions. He also led the launch of Schwab’s Alexa Skill and Google Action, making him well versed in multi-modal conversational design. Prior to joining Charles Schwab, Kyle led B2B SaaS product solutions in the energy and renewables sector.

Agenda Sessions

  • Keynote Address: Conversational AI - Going from Idea to Value for Your Customers