HYBRID EVENT
2024
AI for CX 2024 Artificial IntelligenceFor Customer Experience In Financial Services 2024 Summit
18th - 19th November 2024, Sydney Central Hotel by The Ascott Limited, Australia
Days
Hours
Minutes
Seconds
Why Should Attend

AI is reshaping mobile banking, enhancing customer service, and personalizing user experiences. Witness the transformation driven by data intelligence, with apps tracking user behavior to offer insights on savings, expenses, investments, and more.
AI in BFSI 2024 will equip you to manage data assets, ensure data quality, and harness AI for data-driven decision-making. Focus on the development of AI-driven products and services tailored to the BFSI industry. Understand the implications of AI on regulatory compliance, ensuring adherence to standards and discover the seamless integration of AI technologies into user interfaces for banking and insurance applications, ultimately elevating user experience.

Event Themes:
  • Optimize data assets and guarantee data quality through AI, empowering informed decision-
    making.
  • Employ AI for robust risk assessment, fraud detection, and compliance in the BFSI sector.
  • Innovate by crafting AI-driven products and services specifically designed for the BFSI industry.
  • Navigate the regulatory landscape, grasp AI implications, and uphold standards and regulations.
  • Elevate user experience in banking and insurance with seamless integration of AI technologies into interfaces.
AI in BFSI-2024-Banner-1
Who should attend:

Chief Technology Officer (CTO), Chief Data Officer (CDO), Head of AI/ML, Data Scientist, Risk Manager/Analyst, Product Manager – AI Solutions, Financial Analyst, Compliance Officer, UX/UI Designer.

Early Invited Speakers include:
Learn speakers of the AI for CX 2024 - Artificial Intelligence For Customer Experience In Financial Services 2024 Summit.
Chief Information Security Officer (CISO), Commonwealth Superannuation Corporation
Program Manager - Business Excellence and Transformation, NAB
Director, National Ai Centre, CSIRO
Director, Data Science, Australian Taxation Office
Manager - Clearing Risk Product Coverage, ASX
Founder, Dare Together, Consultant, ex-Google
Director - Technology Consulting, Director
Independent Consultant & Advisor
Founder & CEO at Tomorrow Strategy Co.
former Global Pension and Retirement Leader, EY
Director, Queensland AI Hub
GM - Data & Analytics Capability Development, Equifax
Senior Manager - AI, ML and Data Science, nib Group
Director, Industry & Innovation, ANZ
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Event Schedule
Learn schedule, program and topics of the AI for CX 2024 - Artificial Intelligence For Customer Experience In Financial Services 2024 Summit.

• How do organisations begin to adopt a growth mindset to bring innovation into the business?
• How can organisations use design thinking principles to leverage Ai as a vehicle for innovation?
• How can organisations look at actionable ways of adopting Ai into practices to futureproof themselves?

CHRIS ROLLINGS
Founder, Dare Together, Consultant, ex-Google

This session will be 20 minutes presentation followed by 30 minutes open floor Q&A.

• Enhancing digital banking customer interactions by constructing an agile Ai environment
• Strategically assess how to strengthen and deepen the customer experience as increasing numbers of customers switch to digital banking
• Streamlining responsiveness with conversational Ai
• Focussing on developing Ai-driven products and services to enhance customer retention

• Managing the Ai strategy and direction
• How are we thinking about Ai whilst understanding the power of human beings?
• How are we using Ai for personalization and customer predictions?
• An update on the integration of ‘nib GPT’ and getting LLM models into production

EMMA BLANUSA
Group Manager, Data Science, NIB

MADHU VENKATAKRISHNA
Director, Industry & Innovation, ANZ

10:40 NETWORKING BREAK

• The why? How Gen AI, with its advanced capabilities in machine learning, natural language processing, and other AI technologies, offers tremendous opportunities for innovation and problem-solving
• Empowering Human-AI Collaboration - Exploring how Gen AI can empower human-AI collaboration to enhance productivity, creativity, and decision-making Building trusted relationships
• Governance, ethical and responsible AI deployment - Emphasizing the importance of ethical considerations and responsible deployment of Gen AI technologies

• How do we utilize the team effectively to maximise our data and business potential?
• How can we begin to collaborate internally to build data across multiple sources to bridge the gap on core business operations?
• Sharing experiences and techniques for integrating data into the cloud?
• Reviewing challenges and strategizing to craft a robust team for data fusion solutions to support Ai capabilities

DAN CANHAM
Founder & CEO at Tomorrow Strategy Co.

12:10 NETWORKING LUNCH

• How does AI integration work and what sort of internal processes or workflows are you improving?
• How are you classifying and communicating these projects internally and what’s the core objective when leveraging Ai?
• Are you attempting to be fully automated?
• How can this propel operational efficiency by harnessing the power of advanced AI support systems?

MIHAIL DUNGAROV
Manager - Clearing Risk Product Coverage, ASX

This session will be a 15-minute presentation followed by 25 minutes open floor discussion led by the chair.

• Assessment of organizational needs. What does this look like for you?
• What factors need to be considered when looking at technology selection for integration?
• How to create a comprehensive plan for the tech stack architecture, considering how different components will interact and integrate with each other?
• Discussing challenges associated with customizing vs plug and play solutions
• Adapt and evolve the tech stack over time to keep pace with changes in technology and business requirements.
• LLM beta-phase – copilot version and insight on success

NISSANKA JANARATNE
Digital & Emerging Tech Innovation Portfolio Lead, Banking Sector

14:10 AFTERNOON TEA

The art of harnessing AI's capabilities in BFSI while upholding the pillars of security and trust. In this session we will gain insights into embedding AI seamlessly into BFSI processes, ensuring robust defences against threats, and fostering customer trust in an AI-driven era.

• Integrate AI solutions into BFSI workflows without compromising data integrity or security.
• Develop transparent AI systems that customers and stakeholders can trust and rely upon.
• Delve into proactive measures and advanced AI technologies to fortify BFSI sectors against emerging cyber threats.

DAMINDA KUMARA
CISO, Commonwealth Superannuation Corporation

PAUL EVANS
Senior Manager, Cyber Architecture, Commonwealth Superannuation Corporation

ETHICS AND RESPONSIBLE AI

Financial institutions have a pivotal role in steering AI towards creating a more equitable financial landscape, ensuring that technology serves as a bridge rather than a barrier. This intersection of AI and financial inclusivity, emphasizing the need for a principled approach. This session will help you gain a comprehensive understanding of how ethical AI can pave the way for democratized finance.

• Ethical AI frameworks for balancing between innovation and responsibility
• Assessing responsibility and accountability
• Evaluating bias with GenAI and standards (voluntary and mandatory)
• Foster customer and supply chain trust as part of responsible Ai with short feedback loops to ensure customer outcomes are intention

Areas for consideration include:

• What is Ai and where should you start?
• Assessing why Ai is only as powerful as the data you have
• Discussing business processes and Ai and where it’s best used
• Intelligent Automation – where is your data? Using real-world examples

STEPHANIE CHAOUSIS
Director, Queensland AI Hub

17:10 Networking Drinks
18:10 Close of Conference Day One

• Pillars of AI Strategy – Data Stratergy & Privacy, AI Ethics/Legal, AI Risks & Governance, AI Security, AI Talent Management, AI Change Management
• The four tactical approaches of AI for CX in financial services
• Next generation AI Technology Adoption Framework and Models – Tools, Technologies, Infrastructure
• AI on Cloud – Challenges and Solutions (When to host On-prem versus when to use cloud based LLM’s/AI Models)

ARCHANA YALLAJOSULA
Director - Technology Consulting, Director

Redefining your approach to digital ecosystems, coupled with a well-defined AI strategy, can propel your organization from
experimental stages to implementation. This session will be in masterclass format and remain interactive throughout. Areas for
consideration include:
• Where to begin on the Ai deployment journey
• The challenges associated with deploying AI capabilities and discovering how adopting AI as the cornerstone can reshape your
value propositions and revolutionize customer experiences.
• Dissecting the intricacies of Ai and scaling up and spearheading the digital transformation journey.
• From experimentation to execution, navigating the practical landscape of AI

STEPHANIE CHAOUSIS
Director, Queensland AI Hub

11:10 NETWORKING BREAK

AI STRATEGY

• Defining what data is and its role in Ai implementation
• Discussing the relationship between data and Ai
• Discussing the types of data: Structured, unstructured, and semi-structured data
• Assessing data acquisition, quality, storage, and management

STELA SOLAR
Director, National Ai Centre, CSIRO

12:20 NETWORKING LUNCH

• Discussing the Ai reworking of integration pain points from a process lens
• Gaining a seat at the table and viewing the learnings of process change and tech implementation
• What steps are we taking to close the gap internally to understand business objectives, not just CX as part of the end goal

RODRIGO MUSICANTE
Program Manager - Business Excellence and Transformation, NAB

• Ethical Ai uncovered
• AI data governance model
• Ai risk management approaches

TRUNG VO
Director, Data Science, Australian Taxation Office

• Treating data as a core asset – what does this mean internally in terms of data discovery, data tagging and data retention
• How are we working internally to build out and steer the Ai roadmap to foster operational precision
• Ensure enhanced transparency and explainability when considering the wider ecosystem
• Creating personalized Ai-driven interactions and recommendations to provide tailored experiences that resonate with individual customers

Embrace the pivotal role of Artificial Intelligence (AI) in elevating data analysis, streamlining processes, and fostering informed decision-making within the BFSI sector. Safeguard your AI investments by futureproofing them, guaranteeing enduring relevance and a competitive edge. Discover actionable insights to construct a resilient AI infrastructure that not only anticipates but also effectively responds to the dynamic challenges on the horizon.

• Navigating the Complexities of AI Governance in Financial Services
• Advocating for Essential Human Intervention in AI-Driven Decision-Making
• Securing AI Projects with Competent Oversight and Assurance Processes

AANYA MADHANI
Digital Wealth Solutions, LSEG

• How do we utilize the team effectively to maximise our data and business potential?
• How can we begin to collaborate internally to build data across multiple sources to bridge the gap on core business operations?
• Sharing experiences and techniques for integrating data into the cloud?
• Reviewing challenges and strategizing to craft a robust team for data fusion solutions to support Ai capabilities

ANDREW CHAN
GM - Data & Analytics Capability Development, Equifax

CHANGE AND CONTINUOUS IMPROVEMENT

• Uncovering the transformative power of orchestrating change with agility
• Adaptive leadership in BFSI, assessing how to navigate change dynamics
• How to harmonize change management and continuous improvements
• Measuring momentum: KPIs for agile change

STEPHEN HUPPERT
Independent Consultant

17:30 Chair’s Closing Remarks

17:40 Close of Conference Day Two

BFSI Tech 2024 Resource
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IN-PERSON ATTENDANCE REGISTRATION - Super Early Bird Registration:
Register before 30th August 2024
$2495 + GST
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Register After 30th september
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Register & pay for 3 delegates & get unlimited registrations* (*Can attend in-person or virtually)

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Register before 30th August 2024
$1795 + GST
VIRTUAL ATTENDANCE REGISTRATION - Early Bird Registration:
Register before 30th september
$1895 + GST
VIRTUAL ATTENDANCE REGISTRATION - NORMAL REGISTRATION
Register After 30th september
$1995 + GST
VIRTUAL ATTENDANCE REGISTRATION - GROUP TEAM REGISTRATION:

Register & pay for 3 delegates & get unlimited registrations*
(*Can only attend virtually)

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