October 23-October 24, 2017

The W, San Francisco, CA


Day Two: Demonstrating Value: Use Cases of Emerging Technology Across the Business

8:00 AM - 8:50 AM Continental Breakfast and Registration in the Solutions Zone

Elizabeth Robillard

Event Director
Worldwide Business Research

9:00 AM - 9:10 AM Chairperson's Opening Remarks

If you are interested in chairing this day, please contact James Miguel at

9:10 AM - 9:35 AM Keynote: Innovating with Machine Learning at The Hartford

James Madison, Director of Innovation & Data Architect, The Hartford
We can debate about what AI is and where it stands in the industry today. But we can quickly agree that wherever it is, it will be further along next year. And the next. And the next. Therefore the business imperative is to create an enterprise platform capable of allowing your data science teams to stay on top of the AI curve and efficiently push their creations into business operations. This goal of delivery quickly moves the discussion from the abstract of what AI is to the practical question of building a technology platform to make AI deliver value. In this session, we will discuss how The Hartford built an enterprise platform to achieve this goal, and elaborate on the critical architectural factors that keep it on the cutting edge.

James Madison

Director of Innovation & Data Architect
The Hartford

9:35 AM - 10:00 AM Case Study: Taking the First Steps: How to Actually Use AI, Machine learning and Robotics for Financial Data Management

Yves Chauvin, Director, Investment Data Platform, AXA Rosenberg
  • How to use AI or machine learning across data lakes to converge and coalesce disparate data to deliver insight?
  • To what extent can you use AI to help with data quality and data management?
  • What are the success stories and what are the failures?
  • How can you use machine learning and predictive analytics to spot patterns in data?
  • How can AI, machine learning and robotics be used to manage the latest regulatory requirements?

Yves Chauvin

Director, Investment Data Platform
AXA Rosenberg
  • Should this be a centralized function?
  • Or should it sit under either your data organization or your operations function?
  • If it sits under a certain department, how can you ensure this game-changing technology is implemented across your whole business in the departments that need it?
  • How involved does IT need to be?

Vartul Mittal

Independent Director - Technology & Innovation
Formerly of Barclays, IBM and Kotak Mahindra Bank

Adam Schabes

Managing Director, AML, Technology, Modeling and Analytics
BMO Financial Group

10:40 AM - 11:15 AM Case Study Interactive: Graph Analytics with rules based AI –How to Inference in FIBO

Mani Keeran, Head of Information Architecture, Franklin Templeton Investments
Using the FIBO ontology discussed by David Newman during his groundbreaking discussion on Day One, Mani Keeran will share with the audience how FIBO is actually being used today at Franklin Templeton. This case study will look at how inferenced based data relationships can be discovered for analytics and how FIBO is helping with that discovery.

Mani Keeran

Head of Information Architecture
Franklin Templeton Investments

11:05 AM - 11:45 AM Morning Refreshment and Networking Break in the Solutions Zone

Join your peers for a coffee or light snack during our networking breaks in the solutions zone. These breaks are the perfect opportunity to chat over all of the content you've taken in from our speakers.

11:45 AM - 12:10 PM Case Study: Designing Strategically: How to Work Across Functions to Create Time-Saving and 'Delightful' Solutions For Everyone From Stakeholders to Customers

David Talbot, Director, Architecture & Strategy, EverBank
David Talbot is the director of Architecture & Strategy at a leading digital bank. He has almost two decades of innovation across many startups and has written extensively on technology. For the last two years he has been focusing on artificial intelligence, machine learning and natural language processing technologies. During his session, he will be discussing how he and his team get involved in creating innovative platforms across the business that are both customer facing and back office facing. The solutions his team helps to create not only save the company money and resources but also wow the customer!

David Talbot

Director, Architecture & Strategy

12:10 PM - 12:40 PM Rapid Fire Demos

Financial services companies are hungry for information about AI, RPA and analytics software. They want to know what companies are out there and how they are helping financial institutions completely revolutionize their business. This is your opportunity to pitch your product in front of the individuals who are using, or planning on using your technology in the next 6-12 months. Each company will have ten minutes to share what it is they do and wow the audience with the future of finance.

1. RPA Technology
2. Analytics Technology
3. AI Technology

12:40 PM - 1:40 PM Lunch for all Attendees

1:40 PM - 2:05 PM Case Study: How AI Can Be Leveraged to Both Reduce Cost and Service Your Customers Better

Siddharth Sharma, Chief Technology Officer, Head of AI Lab, Hedgeable
Your customers want to feel like you know them and can offer unique offers based on their current monetary situation, but they also don’t want to learn you’ve been ‘watching them’ to provide them these experiences. How do you start to leverage predictive analytics and AI to provide advice and personalized offers to each of your customer’s individually without creeping them out?
  • How do you by pass your compliance teams who are telling you that you have to treat each customer the same?
  • Do you understand how your customers prefer you use their data?
  • What is the balance between personalizing and crossing privacy lines into creepiness?

Siddharth Sharma

Chief Technology Officer, Head of AI Lab

2:15 PM - 2:40 PM Case Study: The Power of Analytics: Bringing Insights to the Business

Naveen Jain, Vice President, Digital Analytics, First Tech Federal Credit Union
After building out sound data governance and data quality systems, how can you leverage quality data to drive decisions? How can you proactively look for new opportunities using unstructured data?
Find out:
  • Where to manage analytics and how to apply the solution to address business needs
  • How to deliver more robust self service capabilities to business users
  • Keep up with the growing appetite for analytics from different lines of the business
  • How can you determine the right governance model for analytics?
  • Ensure people have confidence in analytics

Naveen Jain

Vice President, Digital Analytics
First Tech Federal Credit Union

2:40 PM - 3:15 PM Case Study Interactive: Optimizing Efficiency Across the Enterprise While Improving End–to–End Data Quality

Vartul Mittal, Independent Director - Technology & Innovation , Formerly of Barclays, IBM and Kotak Mahindra Bank
Following success across other global offices, this talk will cover the high- impact deployment of robotics across the Finance & Accounting area area at Global Banks. Vartul will also speak to how the Banking technology centers train talent and manage the robots internally to reduce monotonous manual tasks. Headline topics include:
· Implementing RPA in an effective and efficient way to maximize impact
· Robotic Governance& Control
· How to link internal systems and RPA processes end-to-end to improve the quality of financial data

Vartul Mittal

Independent Director - Technology & Innovation
Formerly of Barclays, IBM and Kotak Mahindra Bank

3:15 PM - 3:40 PM Case Study: Business Intelligence is Not An Option- How to Save Money and Make Better Decisions

Georgette Loubnan, Business Intelligence, Data Governance, Master Data Management and IT Strategist, Midland States Bank
While Georgette is currently working to put together a data governance program at Midland State Bank, she joined their team from the healthcare industry. She formerly worked at Southern Illinois Healthcare where she was able to successfully use data to create more visibility across the business. This increased visibility resulted in lower operating costs and easier decision making by stakeholders. It was beneficial for management as well as patients. Join this session to hear about how Georgette is bringing this approach to data governance to her new role at Midland States.

Georgette Loubnan

Business Intelligence, Data Governance, Master Data Management and IT Strategist
Midland States Bank

3:40 PM - 4:20 PM Afternoon Networking and Refreshment in the Solutions Zone

Join your peers for a coffee or light snack during our networking breaks in the solutions zone. These breaks are the perfect opportunity to chat over all of the content you've taken in from our speakers.

4:10 PM - 5:30 PM Use Case Roundtables

Join 10-15 of your peers and the roundtable leader to share your challenges and brainstorm around the different use cases of artificial intelligence. One hour, two use cases: Dedicate 40 minutes to one topic and then rotate to tackle another topic.

1. Compliance and Risk
Jimmy Yang, Managing Director, Credit & Operational Risk Analytics, BMO Financial Group
2. Security/Fraud Detection
3. Customer Service
4. Portfolio Management
5. Client Onboarding
6. Loan/Insurance Underwriting

If you are interested in leading a roundtable during this session, please contact James Miguel at

5:30 PM - 5:35 PM End FIMA AI 2017- see you next year!