Agenda

All Days
Monday, October 16
8:00 a.m.
Registration Opens and Continental Breakfast in the Foyer
8:45 a.m. - 9:00 a.m.
Chairman’s Welcome
9:00 a.m. - 10:00 a.m.
10:00 a.m. - 10:30 a.m.
Morning Refreshment Break
10:30 a.m. - 11:30 p.m.
Demos I
See the latest AI and machine learning technologies, as applied to banking, in a lightning round of 8 minute live demos.
11:30 a.m. - 12:00 p.m.
Keynote Address: Meet Erica - The New Voice of BofA
You need to bank. She lives to bank. Meet Erica.
12:00 p.m. - 12:30 p.m.
Venture Investments and the Future of Artificial Intelligence
If you had to pick the biggest trend for 2017 venture capital investment, it would be artificial intelligence. But how do VCs really view the AI and Machine Learning space? What type of companies are they investing in and why. In this panel, we talk with several firms on their approach to investing in AI and how they see these companies impacting broader industry verticals like financial services.
12:30 p.m. - 1:45 p.m.
Lunch in the Exhibit Hall
12:30 p.m. - 1:30 p.m.
Industry Innovation Lunch Session: Innovation Around Data and AI for Fraud Detection
ACI, the Universal Payments company that moves about fourteen trillion dollars a day, services eighteen of the twenty largest banks, and three hundred of the largest retailers worldwide is applying AI models and rules to combat fraud. Join Ken Chenis, Chief Architect at ACI Worldwide to learn about how their patent-pending innovation is helping them to power payments now, and into the future.
Sponsored by
Industry Innovation Lunch Session: Scoring More Consumers with Greater Accuracy
Scoring More Consumers with Greater Accuracy. Join VantageScore’s Sarah Davies, SVP of analytics, research and product development, for a luncheon previewing the latest and most predictive credit scoring model yet: VantageScore 4.0.
Sponsored by
1:45 p.m. - 2:15 p.m.
Back Office Track
Creating Your Framework For AI Banking
AI isn't yet ready to just "plug in" to your existing banking operations or your customers' banking experiences. As one banking executive put it "the best thing is to start small." But experimentation in a vacuum is unlikely to yield long-term success, so banks need to start developing a framework that helps them imagine, build, and measure AI banking initiatives. This panel will discuss how leader will use the next three to five years to build their AI expertise and start to think strategically about how AI will change banking.
Customer Track
Sponsored by CognitiveScale
2:15 p.m. - 2:45 p.m.
Back Office Track
Robotic Process Automation in Financial Reporting
Financial Savings Bank Journey to launch robotic processing automation this summer and our early results. The presentation would walk through the due diligence, research and vendor selection followed by getting buy-in from key stakeholders to launch this kaizen effort with engaged IT and FP&A teams, including successes, learnings, and our plans for the future.
Customer Track
Sponsored by CognitiveScale
AI in Banking: Bank’s Attitudes, Expectations and Actions
AI is a hot topic in banking, but few banks have substantive experience with its use. Celent surveyed its Digital Banking Research Panel in May 2017 to explore institutions attitudes, expectations and actions around AI. In addition to exploring the survey’s findings, this session brings a panel of comparatively experienced banks to discuss the rational, approach and value derived from investments in AI.
2:45 p.m. - 3:15 p.m.
Back Office Track
Using chatbots to simplify tasks and automate work
Selecting the right tasks for chatbots is as important as the platform. Find out how to select the right tasks while looking at ways to automate work and reduce the technical overhead across your organization.
Customer Track
Sponsored by CognitiveScale
No More Science Projects! Make AI Work for You Now
Most financial institutions are looking at AI as a core technology to solve problems that drive business outcomes, yet most of the work done in the first generation of AI hasn’t proven successful for enterprises. You don’t have to look far to see that early attempts to drive real actionable insights and business outcomes from data haven’t been successful. Gartner estimates that 60% of big data projects have failed in 2017. In this session, we’ll look at what is working, which projects make sense for AI solve business problems or drive desired outcomes, and how to bridge the skills gap in IT because of AI. You’ll learn what approaches are working from peer AVP, USAA Labs, Jeff Easley, and participate in an engaging discussion on how to approach AI in a pragmatic matter that drives value for your business.
3:15 p.m. - 4:00 p.m.
Refreshment Break
4:00 p.m. - 4:30 p.m.
AI & Coming Disruption in Banking
Today, there is a lot of buzz and hype around the potential of Artificial Intelligence (AI) to transform and disrupt both business and society. However, the hype is mostly around when-- and not whether-- the transformation will occur. This is just the beginning: The confluence of recent breakthroughs in algorithms, availability of massive data sets and exponential increase in both computing power and funding research is feeding unprecedented breakthroughs. All signs point to the possibility that this trend will continue unabated for decades to come. So banks must seriously assess the embedded opportunities and threats of these transformative forces, now.
4:30 p.m. - 5:00 p.m.
How an AI Powered Conversational Interface Altered the Relationship With Our Customers
Royal Bank of Canada, the 6th largest bank in North America, with 100M calls per year, will be presenting their case study on deploying conversational self-service with Omilia technologies. The RBC Conversational Customer Care Virtual Assistant was designed to boost automation, minimize advisor-to-advisor transfers, and improve customer satisfaction with conversational dialogues. Taking a holistic approach for conversational customer care, everything is deployed on a single platform with a single knowledge-base, able to work over all available channels, and able to connect to real human agents when necessary to complete the goal of servicing 100% of customer requests on the first interaction. Most notably the RBC project with Omilia yielded 93% Semantic Accuracy and 86% Task Completion rates, and a world-class 94% Speech Recognition Accuracy. Omilia's technology has led to a double digit increase in successful completion of self-service and increased customer satisfaction.
5:00 p.m. - 6:00 p.m.
Reception
Tuesday, October 17
8:00 a.m.
Registration Opens
8:15 a.m. - 8:30 a.m.
Chairman’s Recap of Day One
8:30 a.m. - 9:00 a.m.
9:00 a.m. - 9:45 a.m.
Networking Breakfast
9:45 a.m. - 10:15 a.m.
Keynote Address: AI - The New Frontier in Banking
10:15 a.m. - 11:30 a.m.
Demos II
See the latest AI and machine learning technologies, as applied to banking, in a lightning round of 8 minute live demos.
11:30 a.m. - 12:00 p.m.
12:00 p.m. - 1:00 p.m.
Lunch for all Participants
1:00 p.m. - 1:30 p.m.
Inside American Express’ Big Data Transformation
Big data is critical to driving real-time business decisions in this digital age. But how do you begin to unlock the power of big data, machine learning and AI? The key to making such a large transformation is enterprise adoption across every type of data user. Join Atul Dalmia from American Express to hear best practices from their five-year journey to deliver a single, global ecosystem, solutions to the biggest challenges you’ll face and how a big data transformation will benefit your customers.
1:30 p.m. - 2:00 p.m.
2:00 p.m. - 2:30 p.m.
Use of Robotics at TD Bank
1. Enhancing our ecosystem for delivering process simplification, improved efficiency, control, better experiences for customers and employees
2:30 p.m. - 3:00 p.m.
The Edges of Machine Intelligence
A look at the issues that shape how we can actually use machine intelligence in reality.
3:00 p.m.
Conference Concludes
Monday, October 16
8:00 a.m.
Registration Opens and Continental Breakfast in the Foyer
8:45 a.m. - 9:00 a.m.
Chairman’s Welcome
9:00 a.m. - 10:00 a.m.
10:00 a.m. - 10:30 a.m.
Morning Refreshment Break
10:30 a.m. - 11:30 p.m.
Demos I
See the latest AI and machine learning technologies, as applied to banking, in a lightning round of 8 minute live demos.
11:30 a.m. - 12:00 p.m.
Keynote Address: Meet Erica - The New Voice of BofA
You need to bank. She lives to bank. Meet Erica.
12:00 p.m. - 12:30 p.m.
Venture Investments and the Future of Artificial Intelligence
If you had to pick the biggest trend for 2017 venture capital investment, it would be artificial intelligence. But how do VCs really view the AI and Machine Learning space? What type of companies are they investing in and why. In this panel, we talk with several firms on their approach to investing in AI and how they see these companies impacting broader industry verticals like financial services.
12:30 p.m. - 1:45 p.m.
Lunch in the Exhibit Hall
12:30 p.m. - 1:30 p.m.
Industry Innovation Lunch Session: Innovation Around Data and AI for Fraud Detection
ACI, the Universal Payments company that moves about fourteen trillion dollars a day, services eighteen of the twenty largest banks, and three hundred of the largest retailers worldwide is applying AI models and rules to combat fraud. Join Ken Chenis, Chief Architect at ACI Worldwide to learn about how their patent-pending innovation is helping them to power payments now, and into the future.
Sponsored by
Industry Innovation Lunch Session: Scoring More Consumers with Greater Accuracy
Scoring More Consumers with Greater Accuracy. Join VantageScore’s Sarah Davies, SVP of analytics, research and product development, for a luncheon previewing the latest and most predictive credit scoring model yet: VantageScore 4.0.
Sponsored by
1:45 p.m. - 2:15 p.m.
Back Office Track
Creating Your Framework For AI Banking
AI isn't yet ready to just "plug in" to your existing banking operations or your customers' banking experiences. As one banking executive put it "the best thing is to start small." But experimentation in a vacuum is unlikely to yield long-term success, so banks need to start developing a framework that helps them imagine, build, and measure AI banking initiatives. This panel will discuss how leader will use the next three to five years to build their AI expertise and start to think strategically about how AI will change banking.
Customer Track
Sponsored by CognitiveScale
2:15 p.m. - 2:45 p.m.
Back Office Track
Robotic Process Automation in Financial Reporting
Financial Savings Bank Journey to launch robotic processing automation this summer and our early results. The presentation would walk through the due diligence, research and vendor selection followed by getting buy-in from key stakeholders to launch this kaizen effort with engaged IT and FP&A teams, including successes, learnings, and our plans for the future.
Customer Track
Sponsored by CognitiveScale
AI in Banking: Bank’s Attitudes, Expectations and Actions
AI is a hot topic in banking, but few banks have substantive experience with its use. Celent surveyed its Digital Banking Research Panel in May 2017 to explore institutions attitudes, expectations and actions around AI. In addition to exploring the survey’s findings, this session brings a panel of comparatively experienced banks to discuss the rational, approach and value derived from investments in AI.
2:45 p.m. - 3:15 p.m.
Back Office Track
Using chatbots to simplify tasks and automate work
Selecting the right tasks for chatbots is as important as the platform. Find out how to select the right tasks while looking at ways to automate work and reduce the technical overhead across your organization.
Customer Track
Sponsored by CognitiveScale
No More Science Projects! Make AI Work for You Now
Most financial institutions are looking at AI as a core technology to solve problems that drive business outcomes, yet most of the work done in the first generation of AI hasn’t proven successful for enterprises. You don’t have to look far to see that early attempts to drive real actionable insights and business outcomes from data haven’t been successful. Gartner estimates that 60% of big data projects have failed in 2017. In this session, we’ll look at what is working, which projects make sense for AI solve business problems or drive desired outcomes, and how to bridge the skills gap in IT because of AI. You’ll learn what approaches are working from peer AVP, USAA Labs, Jeff Easley, and participate in an engaging discussion on how to approach AI in a pragmatic matter that drives value for your business.
3:15 p.m. - 4:00 p.m.
Refreshment Break
4:00 p.m. - 4:30 p.m.
AI & Coming Disruption in Banking
Today, there is a lot of buzz and hype around the potential of Artificial Intelligence (AI) to transform and disrupt both business and society. However, the hype is mostly around when-- and not whether-- the transformation will occur. This is just the beginning: The confluence of recent breakthroughs in algorithms, availability of massive data sets and exponential increase in both computing power and funding research is feeding unprecedented breakthroughs. All signs point to the possibility that this trend will continue unabated for decades to come. So banks must seriously assess the embedded opportunities and threats of these transformative forces, now.
4:30 p.m. - 5:00 p.m.
How an AI Powered Conversational Interface Altered the Relationship With Our Customers
Royal Bank of Canada, the 6th largest bank in North America, with 100M calls per year, will be presenting their case study on deploying conversational self-service with Omilia technologies. The RBC Conversational Customer Care Virtual Assistant was designed to boost automation, minimize advisor-to-advisor transfers, and improve customer satisfaction with conversational dialogues. Taking a holistic approach for conversational customer care, everything is deployed on a single platform with a single knowledge-base, able to work over all available channels, and able to connect to real human agents when necessary to complete the goal of servicing 100% of customer requests on the first interaction. Most notably the RBC project with Omilia yielded 93% Semantic Accuracy and 86% Task Completion rates, and a world-class 94% Speech Recognition Accuracy. Omilia's technology has led to a double digit increase in successful completion of self-service and increased customer satisfaction.
5:00 p.m. - 6:00 p.m.
Reception
Tuesday, October 17
8:00 a.m.
Registration Opens
8:15 a.m. - 8:30 a.m.
Chairman’s Recap of Day One
8:30 a.m. - 9:00 a.m.
9:00 a.m. - 9:45 a.m.
Networking Breakfast
9:45 a.m. - 10:15 a.m.
Keynote Address: AI - The New Frontier in Banking
10:15 a.m. - 11:30 a.m.
Demos II
See the latest AI and machine learning technologies, as applied to banking, in a lightning round of 8 minute live demos.
11:30 a.m. - 12:00 p.m.
12:00 p.m. - 1:00 p.m.
Lunch for all Participants
1:00 p.m. - 1:30 p.m.
Inside American Express’ Big Data Transformation
Big data is critical to driving real-time business decisions in this digital age. But how do you begin to unlock the power of big data, machine learning and AI? The key to making such a large transformation is enterprise adoption across every type of data user. Join Atul Dalmia from American Express to hear best practices from their five-year journey to deliver a single, global ecosystem, solutions to the biggest challenges you’ll face and how a big data transformation will benefit your customers.
1:30 p.m. - 2:00 p.m.
2:00 p.m. - 2:30 p.m.
Use of Robotics at TD Bank
1. Enhancing our ecosystem for delivering process simplification, improved efficiency, control, better experiences for customers and employees
2:30 p.m. - 3:00 p.m.
The Edges of Machine Intelligence
A look at the issues that shape how we can actually use machine intelligence in reality.
3:00 p.m.
Conference Concludes