More than Tech Hype: Practical Lessons in Scaling AI in Financial Services
As artificial intelligence continues to revolutionize financial services, the conversation often focuses on broad, theoretical possibilities. This roundtable shifts the narrative toward practical applications and lessons learned from deploying AI in the banking and insurance industries. Panelists will chat through the unique challenges of ensuring regulatory compliance, mitigating risk, and building trust in AI-driven processes. The discussion will highlight real-world examples, including how tools like DataSnipper streamline audits and compliance workflows while maintaining precision and transparency.
Remco de Vries
VP Demand at DataSnipper
John Toon
Tech Strategy Lead at Beever and Struthers
15:45-16:30
45 min
AI Is Here: Real Cases of AI Reshaping Finance
Focus on how intelligent automation technologies are being deployed within cross-functional teams to improve workflows, efficiency, and productivity. This could include case studies of automation in action and tips for implementation.
Nicolas Boucher
Founder at AI Finance Club
16:30-16:45
15 min
Closing Remark
Transition to EMPWR Hour
17:00-19:00
2 hours
EMPWR Hour & Product Playroom
19:00-00:00
Gala Dinner
9:30-9:40
10 min
Welcome Remarks
Focus on how intelligent automation technologies are being deployed within cross-functional teams to improve workflows, efficiency, and productivity. This could include case studies of automation in action and tips for implementation.
9:40-10:00
20 min
The Next Era for AI Agents & Automation: Rise of AI Reasoning Models
Adir Ron
EMEA Director of Technology for Startups & Digital Natives at Microsoft
15 min Transition to breakout sessions
10:15-11:00
45 min
Overheard Excel: Confessions from between the (Excel) sheets
This session of solidarity will be a space for attendees to share any horror stories from their career. From document mix ups, client data gone missing, miscommunications, missed deadlines and so on. For the benefit of the group, divulge your work horror story and the group will problem solve how it could have been handled differently (and if there are new tools and resources that could have circumvented the issue from the beginning).
Building a relationship with your newest colleague: AI
Regardless of your job or level, you’ll have to develop a working relationship with AI. We’ll chat through practical tips for upscaling your own usage of AI and how to get your team to adopt new ways of working with AI tools. From incorporating AI into your daily life to change management best practices for getting your whole organization on board.
Client Roundtable
Practical advice for adopting DataSnipper at banks and insurance organizations.
Coffee Break
11:15-12:00
45 min
Overheard Excel: Confessions from between the (Excel) sheets
This session of solidarity will be a space for attendees to share any horror stories from their career. From document mix ups, client data gone missing, miscommunications, missed deadlines and so on.For the benefit of the group, divulge your work horror story and the group will problem solve how it could have been handled differently (and if there are new tools and resources that could have circumvented the issue from the beginning).
Building a relationship with your newest colleague: AI
Regardless of your job or level, you’ll have to develop a working relationship with AI. We’ll chat through practical tips for upscaling your own usage of AI and how to get your team to adopt new ways of working with AI tools. From incorporating AI into your daily life to change management best practices for getting your whole organization on board.
Client Roundtable
Practical advice for adopting DataSnipper at banks and insurance organizations
.png)
.png)
.png)
.png)
.png)
.png)
.png)
.png)
.png)
