25 - 26 June, 2019 | Millennium Gloucester Hotel London Kensington, London, United Kingdom

Agenda Day 1

8:15 am - 8:45 am Registration and Coffee

9:00 am - 9:15 am Chairperson's Opening Remarks & Welcome

Alasdair Anderson, Advisor & Consultant at A2Z-CM

Alasdair Anderson

Advisor & Consultant

9:15 am - 9:45 am Roadmapping AI with Multi-term Thinking: Ensuring Adoption while Driving Business Value

  • Identifying and defining the business problem and challenges that could potentially be solved using AI technologies
  • How to choose which projects to address and how to avoid failure
  • Working with a minimum viable ecosystem, right partners and stakeholders to drive adoption
Gaye Soykok, Head of Emerging Technologies at Legal & General

Gaye Soykok

Head of Emerging Technologies
Legal & General

9:45 am - 10:15 am Keynote: What does the Future Hold for Advanced Analytics & AI in the Financial Services Sector ?

Mainstream interest in advanced analytics and intelligent automation has blossomed over the last few years and shows no signs of slowing down.  With that in mind, this presentation will focus on:

  • Making sense of terminology: Clearly defining the true meaning of AI, Data Mining, ML and IA 
  • How has AA and AI technology evolved over recent years and what is the current state of play?
  • What aspects of AA and IA are going to change dramatically in the short term?
  • What are the medium to long-term prospects and what needs to happen to achieve them?
  • What are fundamental success factor required for analytics projects? Going back to basics and simplification
Mark Whitehorn, Professor of Analytics at University of Dundee

Mark Whitehorn

Professor of Analytics
University of Dundee

10:15 am - 10:45 am Big Data Algorithms for Transactional Data Mining

  • Data Science in the financial services sector: Evaluating its position in large corporations
  • Techniques and solutions for mining transactional big data from transactions to relations, events and similarities
  • Use cases: Business applications in the financial services sector
Petr Pascenko, Head of Data Science at Profinit

Petr Pascenko

Head of Data Science

10:45 am - 11:15 am Morning Coffee and Networking Break

11:15 am - 12:00 pm Panel Discussion: Change Management: Creating, Leading and Developing a Data and Technology Led Culture

  • What are the unique characteristics new technology will bring?
  • How can risk and resistance to change be managed effectively?
  • Who, how many and in which way will people be affected?
  • Key tips for developing a change management strategy: Team structure, sponsor model, special tactics and risk assessment
  • How can you strike the  balance between changing mind-sets, technological change and standardisation
  • What is the best way to establish strategic partnerships between departments, employees and stakeholders
  • Key tips for executing a change management methodology and leading organisational change
Alpesh Doshi, Partner at Redcliffe Capital

Alpesh Doshi

Redcliffe Capital

Yehuda Dayan, Co-Head of the Research Innovation Lab/Manager Big Data Analytics at Citi

Yehuda Dayan

Co-Head of the Research Innovation Lab/Manager Big Data Analytics

Alasdair Anderson, Advisor & Consultant at A2Z-CM

Alasdair Anderson

Advisor & Consultant

Kamil Zalewski, Head of Growth at Unit8

Kamil Zalewski

Head of Growth

12:00 pm - 12:30 pm Data Platform Operating Model: The people, process and technology required to support AA & AI

  • One size doesn't fit all, building an operating for multiple types of data consumer 
  • Enablement of self service by determining common services 
  • Building platform trust through continual improvement of data quality 
  • Controlled innovation; balancing change, experimental and regulation 
  • KPIs needed to promote success and transparency 
  • Pitfalls and traps based on 2 banking implementations
Alasdair Anderson, Advisor & Consultant at A2Z-CM

Alasdair Anderson

Advisor & Consultant

12:30 pm - 1:00 pm Solving Compliance Challenges in Global Bank using AI & Big Data

In this talk we will show a real life case study of a deployment in a global bank where some of the critical compliance issues have been solved thanks to advanced analytics methods we've implemented. We will share insights and lessons learned by the team after a successful completion of the project. 
Dr Marcin Pietrzyk, CEO at Unit8

Dr Marcin Pietrzyk


1:00 pm - 2:00 pm Lunch and Networking Break

2:00 pm - 2:30 pm Integrating Predictive Analytics and AI Technology Post Merger and Acquisition

  • Overview of the recent  merger & acquisition: The importance of managing organisational data and the value it can create
  • Considering a broad set of data integration challenges: Varying standards, processes, procedures, data quality, data strategy, data technology and organisational culture
  • Overcoming  the specific systems, platforms and applications challenges: Rationalisation and integration
  • Identifying and selecting  the right vendors to support your new objectives: Evaluating  predictive accuracy, usability, understanding, integration and cost
  • What were the key learnings from the merger and acquisition and would you tackle it differently?
Jason Cabral, Chief Actuary at Markerstudy Group

Jason Cabral

Chief Actuary
Markerstudy Group

  • Highlighting the importance of AI in financial services :Opportunities and threats in Industry 4.0
  • Understanding the challenges of risk management of AI in banking
  • Exploring explainability and suitability of AI tools and models of AI for specific use cases
  • Creating a Conduct framework to ensure AI is used appropriately               
  • AI and Machine Learning live session
Janet Adams, Head of Risk and Controls, Head of AI, SME Banking at TSB

Janet Adams

Head of Risk and Controls, Head of AI, SME Banking

Alessandro Longo, AI Engineer at TSB

Alessandro Longo

AI Engineer

Peter Smith, Non-Executive Director at Seneca IM

Peter Smith

Non-Executive Director
Seneca IM

With 15-20 participants in each discussion group, this format enables questions to be raised, debated and answered among those facing similar challenges. Options will be selected prior to the networking lunch and attendees will be able to select from the following discussions:

ROUNDTABLE 1: Improving Customer Experience in Financial Services through AI
ROUNDTABLE 2: Fraud Detection and Prevention through Advanced Analytics and AI Technology
Mark Wilson, Head of Data Governance at Handelsbanken UK

Mark Wilson

Head of Data Governance
Handelsbanken UK

Michal Rachtan, Chief Technology Officer at Unit8

Michal Rachtan

Chief Technology Officer

4:00 pm - 4:30 pm Afternoon Tea & Networking Break

4:30 pm - 5:00 pm Advanced Analytics & AI in the Cloud

  • Business transformation and innovation through the cloud: Supporting key technologies such as advanced analytics and AI to drive competitiveness
  • Buy-in, change management and leadership: Creating and building a cloud centre of excellence
  • Managing the data migration process and ensuring quality
Angela Johnson, Programme Director at Deutsche Bank

Angela Johnson

Programme Director
Deutsche Bank

5:00 pm - 5:30 pm The Future of Blockchain Technology in the Financial Services Sector

  • Overview of blockchain and how it is set to revolutionise  the banking and financial services markets
  • Assessing the business case for blockchain adoption and how to move from POC into production
  • Evaluating the blockchain-based technology landscape 
  • Overcoming integration with legacy systems and interoperability challenges
  • Understanding the need for change management strategy and effective leadership
Alpesh Doshi, Partner at Redcliffe Capital

Alpesh Doshi

Redcliffe Capital

5:30 pm - 5:45 pm Chairperson’s Closing Remarks and End of Conference Day One

5:45 pm - 6:45 pm Networking Drinks