Finance | Kisaco Research

Finance

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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. 

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. 

Application & Gen AI Integration (Business Leaders) Track
Data Privacy
Ethical AI
C-Suite
Healthcare
Finance
Manufacturing
Moderator

Author:

Hira Dangol

Vice President, AI/ML & Automation
Bank Of America

Industry experience in AI/ML, engineering, architecture and executive roles in leading technology companies, service providers and Silicon Valley leading organizations. Currently focusing on innovation, disruption, and cutting-edge technologies through startups and technology-driven corporation in solving the pressing problems of industry and world.

Hira Dangol

Vice President, AI/ML & Automation
Bank Of America

Industry experience in AI/ML, engineering, architecture and executive roles in leading technology companies, service providers and Silicon Valley leading organizations. Currently focusing on innovation, disruption, and cutting-edge technologies through startups and technology-driven corporation in solving the pressing problems of industry and world.

Author:

Andy Lofgreen

AVP, Data Science Practice
DataRobot

Andy Lofgreen

AVP, Data Science Practice
DataRobot

Author:

Waheed Qureshi

Founder & CEO
WMQ Investments

Waheed Qureshi

Founder & CEO
WMQ Investments

This talk delves into the forefront of AI reliability, presenting sophisticated strategies that address core challenges in the field. Our focus encompasses the intricacies of hallucination prevention, the refinement of data batching processes, and the criticality of compliance in AI development. Leveraging deep insights from cutting-edge research and practice, we offer a comprehensive perspective on enhancing AI systems' accuracy and ethical integrity. This discourse is designed to equip practitioners and researchers with advanced methodologies, fostering the next wave of AI innovations grounded in robustness and responsibility.

Technologist Deep-Dive (Gen AI & Data Science) Track
Finance
Data Science
AI Technologists
AI Integration

Author:

Sai Teja Akula

Senior Director, Data Science
LTX Trading

With over a decade of dedicated experience in the field of Artificial Intelligence, Sai stands at the forefront of implementing and leveraging Data Science within organizations. A respected figure in the AI community, Sai has played an instrumental role in the transformation of traditional business models by seamlessly integrating advanced data-driven solutions. His expertise extends from developing sophisticated machine learning algorithms to strategizing the holistic implementation of AI within organizational infrastructures

Sai Teja Akula

Senior Director, Data Science
LTX Trading

With over a decade of dedicated experience in the field of Artificial Intelligence, Sai stands at the forefront of implementing and leveraging Data Science within organizations. A respected figure in the AI community, Sai has played an instrumental role in the transformation of traditional business models by seamlessly integrating advanced data-driven solutions. His expertise extends from developing sophisticated machine learning algorithms to strategizing the holistic implementation of AI within organizational infrastructures

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.

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

Franz Zemen

VP of Software Engineering
Capital One
Finance

Author:

Harriette Resnick

Assistant Deputy Superintendent
New York State Department of Financial Services

Harriette Resnick is an Assistant Deputy Superintendent in the Climate Division of the New York State Department of Financial Services. Before joining the Department of Financial Services, Harriette had served as internal counsel to JPMorgan Chase & Co. As Managing Director and Associate General Counsel, she led the legal team supporting the Global Trade unit within JPMorgan's Corporate & Investment Bank. She was co-chair of the International Chamber of Commerce Banking Commission’s Working Group on Sustainable Trade Finance. Harriette has a JD from the University of Pennsylvania Law School and a Masters in Environmental Law from Pace University’s Elisabeth Haub School of Law, where she specialized in Global Environmental Studies. Her article, Seeing the Forest for the Trees: Public and Private Law Tools for Halting Deforestation, was published in the January 2020 issue of the Pace Environmental Law Review.

Harriette Resnick

Assistant Deputy Superintendent
New York State Department of Financial Services

Harriette Resnick is an Assistant Deputy Superintendent in the Climate Division of the New York State Department of Financial Services. Before joining the Department of Financial Services, Harriette had served as internal counsel to JPMorgan Chase & Co. As Managing Director and Associate General Counsel, she led the legal team supporting the Global Trade unit within JPMorgan's Corporate & Investment Bank. She was co-chair of the International Chamber of Commerce Banking Commission’s Working Group on Sustainable Trade Finance. Harriette has a JD from the University of Pennsylvania Law School and a Masters in Environmental Law from Pace University’s Elisabeth Haub School of Law, where she specialized in Global Environmental Studies. Her article, Seeing the Forest for the Trees: Public and Private Law Tools for Halting Deforestation, was published in the January 2020 issue of the Pace Environmental Law Review.