Banking | Kisaco Research

Banking

Banking

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In today's dynamic financial landscape, the ability to leverage cutting-edge technologies is paramount for banks seeking to thrive and excel. This presentation delves into the transformative potential of artificial intelligence (AI) and provides a comprehensive roadmap to harness its power to revolutionize banking operations and customer experiences:

  1. Discover the essential considerations for responsibly building classical AI and Generative AI models in the financial sector
  2. Uncover the common pitfalls to avoid, preventing project failures and ensuring successful AI implementation
  3. Understand the prerequisites for crafting an AI strategy tailored to multi organization and company's unique needs
  4. Learn how to craft a step-by-step AI Strategy for transforming banking operations and customer experiences
  5. Reap the transformative power of AI capabilities and position cross-functional organizations for success in an evolving financial landscape.
Application & Gen AI Integration (Business Leaders) Track
Business Leader
AI Implementation
C-Suite
Finance
Banking
BFSI

Author:

Pratik Gautam

Lead Product Manager and VP
Citigroup

Pratik is a lead Product Manager and VP at Citigroup. He is an accomplished product leader with 15 years of experience in digital, advanced analytics, automation, and artificial intelligence, with a series of successes in innovation transformations. He has diverse experience in AI within the customer support domain, including call record indexing, document management, RPA automation, and chatbots for global banks such as JPMorgan Chase and Citigroup. Pratik has also applied AI technology such as computer vision, NLP, and OCR for middle and back-office functions and is currently exploring LLM innovations with prompt engineering, AI workflows, and chatbots, leveraging the latest generative AI-based innovations for Citigroup. 

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Pratik Gautam

Lead Product Manager and VP
Citigroup

Pratik is a lead Product Manager and VP at Citigroup. He is an accomplished product leader with 15 years of experience in digital, advanced analytics, automation, and artificial intelligence, with a series of successes in innovation transformations. He has diverse experience in AI within the customer support domain, including call record indexing, document management, RPA automation, and chatbots for global banks such as JPMorgan Chase and Citigroup. Pratik has also applied AI technology such as computer vision, NLP, and OCR for middle and back-office functions and is currently exploring LLM innovations with prompt engineering, AI workflows, and chatbots, leveraging the latest generative AI-based innovations for Citigroup. 

Leading analysts including McKinsey have emphasized the need for business-technology co-ownership of solutions delivery and value creation, to maximize the impact of AI in ways that count for customers.  Intelligence and automation help modernize a whole range of customer service operations by automating routine tasks, allowing human agents to focus on complex problem-solving and empathetic interactions, with enhanced compliance and efficiency for better value and UX delight. In this context, the integration of Generative AI in customer experiences including call transcription, sentiment analysis and similar applications can enable a more empathetic and responsive service model, where efficiency, personalization, and customer satisfaction are paramount.  We present  an AI software engineering best practice focused on integrating new AI capabilities into enterprise wide customer service platforms to deliver incremental value along a multi-year journey of AI adoption. It is based on several technical, product and business criteria essential to optimize the full AI capability stack, to drive greater enterprise value by pacing how and when AI is built and integrated into servicing platforms.

Application & Gen AI Integration (Business Leaders) Track
Business Leader
Finance
Banking
BFSI
C-Suite
Digital Transformation

Author:

Prasad Saripalli

Distinguished Engineer
Capital One

Prasad Saripalli serves as a Distinguished Engineer at Capital One, a technology driven bank on the Fortune 100 list, redefining Fintech and Banking using data, technology, AI and ML in unprecedented ways. Most recently, Prasad served as the Vice President of AIML and Distinguished Engineer at MindBody Inc - a portfolio company of Vista which manages the world's fourth-largest enterprise software company after Microsoft, Oracle, and SAP. Earlier, he served as VP Data Science at Edifecs, an industry premier healthcare information technology partnership platform and software provider, building Smart Decisions ML & AI Platform with Ml Apps Front. Prior to this, Prasad served as CTO and VP Engineering at Secrata.com, provider of Military grade Security and Privacy solutions developed and deployed over the past 15 years at Topia Technology for the Federal Government and the Enterprise, and as CTO & EVP at ClipCard, a SaaS based Hierarchical Analytics and Visualization platform.

At IBM, Prasad served as the Chief Architect for IBM's SmartCloud Enterprise (http://www.ibm.com/cloud-computing/us/en/). At Runaware, he served as the Vice President of Product Development. As a Principal Group Manager at Microsoft, Prasad co-led the development of virtualization stack on Windows 7 responsible for shipping Virtual PC7 and Windows XP Mode on Windows 7.


Prasad teaches Machine Learning, AI, NLP, Distributed Systems, Cloud Engineering and Robotics at Northeastern University and the University of Washington Continuum College.

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Prasad Saripalli

Distinguished Engineer
Capital One

Prasad Saripalli serves as a Distinguished Engineer at Capital One, a technology driven bank on the Fortune 100 list, redefining Fintech and Banking using data, technology, AI and ML in unprecedented ways. Most recently, Prasad served as the Vice President of AIML and Distinguished Engineer at MindBody Inc - a portfolio company of Vista which manages the world's fourth-largest enterprise software company after Microsoft, Oracle, and SAP. Earlier, he served as VP Data Science at Edifecs, an industry premier healthcare information technology partnership platform and software provider, building Smart Decisions ML & AI Platform with Ml Apps Front. Prior to this, Prasad served as CTO and VP Engineering at Secrata.com, provider of Military grade Security and Privacy solutions developed and deployed over the past 15 years at Topia Technology for the Federal Government and the Enterprise, and as CTO & EVP at ClipCard, a SaaS based Hierarchical Analytics and Visualization platform.

At IBM, Prasad served as the Chief Architect for IBM's SmartCloud Enterprise (http://www.ibm.com/cloud-computing/us/en/). At Runaware, he served as the Vice President of Product Development. As a Principal Group Manager at Microsoft, Prasad co-led the development of virtualization stack on Windows 7 responsible for shipping Virtual PC7 and Windows XP Mode on Windows 7.


Prasad teaches Machine Learning, AI, NLP, Distributed Systems, Cloud Engineering and Robotics at Northeastern University and the University of Washington Continuum College.

Author:

Franz Zemen

VP of Software Engineering
Capital One
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Franz Zemen

VP of Software Engineering
Capital One