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AI in the Financial Services Industry 2023

Data science and AI applications are positively impacting the financial services industry. While many new and innovative approaches are being implemented, challenges remain.

The AI Business Consortium, alongside industry and academic leaders, took a closer look at this exciting landscape.

Click here to read a post-event write-up

Topics included:

  • Data Ethics
  • ML and AI in Institutional and Retail Banking
  • Interpretability of AI/ML Models
  • Addressing Fraud
  • Intelligent Automation
  • Regulatory Environment & Governance

Conference Details

Date: Tuesday, March 14, 2023
Location: Schreiber Center, 16 E. Pearson St., Chicago, 60611

Keynote Speaker

Ali Kahn Ali Khan
SVP, Chief Data Officer
Experian Consumer Services
Topic: Data Ethics 

Additional Speakers

Michael Behnam Michael Behnam
Dean
Quinlan School of Business, Loyola University Chicago
Gary Class Gary Class
Former Director of Advanced Analytics
Wells Fargo
Arijit Das Arijit Das
SVP, Digital Asset Innovation Technology
Northern Trust
Ping Fan Ping Fan
VP, Credit Strategy and Modeling
OppFi
Jennifer Franks Jennifer R. Franks
Director, Center for Enhanced Cybersecurity
U.S. Government Accountability Office
Drew Galow Drew Galow
Managing Director, Analytics and Machine Learning
BMO Financial Group
Glenn Hofmann Glenn Hofmann
Chief Analytics Officer
New York Life
Haiyan Huang Haiyan Huang
Head of Credit Risk
Prosper Marketplace
Vinay Jha Vinay Jha
Head, Finance Transformation
BMO Financial Group
Abol Jalilvand Abol Jalilvand
Professor and Executive Director, Business Leadership Hub
Quinlan School of Business, Loyola University Chicago
Arjun Ravi Kannan Arjun Ravi Kannan
Director, Data Science Research
Discover Financial Services
Raghu Kulkarni Raghu Kulkarni
Vice President, Data Science
Discover Financial Services
Donna Murphy Donna Murphy
Deputy Comptroller for Compliance Risk Policy
U.S. Office of the Comptroller of the Currency
Prasannal Nithyanandam Prasannal Nithyanandam
Head of Data and Advanced Analytics
Volkswagen of America, Inc.
Ram Peddu Ram Peddu
SVP, Head of Intelligent Automation and Advanced Analytics
Citizens Bank
Steven Keith Platt Steven Keith Platt
Director of Analytics and Lecturer of Analytics and AI,
Quinlan School of Business, Loyola University Chicago
Tammy Roust Tammy Roust
Chief Data Officer
U.S. Commodity Futures Trading Commission (CFTC)
Michelle Shan Michelle Shan
Chief, Data Analytics
Financial Industry Regulatory Authority (FINRA)
Dimple Thakkar Dimple Thakkar
Executive Director-Head of Data for Machine Learning and Intelligence Operations
JPMorgan Chase
Marcelo Worsley Marcelo Aaron Bonilla Worsely
Assistant Professor, Learning Sciences and Computer Science, Northwestern University
Board Member, Black Kids Predict
Kiran Yalavarthy Kiran Yalavarthy
EVP, Head of Risk Modeling
Wells Fargo

Agenda

8:00 a.m. Breakfast
8:30 a.m. Opening Remarks
8:50 a.m. Keynote Speaker: Data Ethics
9:30 a.m. Panel: ML and AI in Institutional and Retail Banking
10:30 am. Networking Break
10:45 a.m. Panel: Interpretability of AI/ML Models 
11:45 a.m. Lunch
12:45 p.m. Panel: Addressing Fraud
1:45 p.m. Panel: Intelligent Automation
2:45 p.m. Networking Break
3:00 p.m. Panel: Regulatory Environment and Governance
3:50 p.m. Closing Remarks
4:00 p.m. Adjourn

Special thanks to our event partners and sponsors. 


AI Industry Experts:

Samba NovaElectrifAI logoKonfer Logo

Speaker Dinner Sponsor:

BLDS

Association Partners:

association partners

 

 

Data science and AI applications are positively impacting the financial services industry. While many new and innovative approaches are being implemented, challenges remain.

The AI Business Consortium, alongside industry and academic leaders, took a closer look at this exciting landscape.

Click here to read a post-event write-up

Topics included:

  • Data Ethics
  • ML and AI in Institutional and Retail Banking
  • Interpretability of AI/ML Models
  • Addressing Fraud
  • Intelligent Automation
  • Regulatory Environment & Governance

Conference Details

Date: Tuesday, March 14, 2023
Location: Schreiber Center, 16 E. Pearson St., Chicago, 60611

Keynote Speaker

Ali Kahn Ali Khan
SVP, Chief Data Officer
Experian Consumer Services
Topic: Data Ethics 

Additional Speakers

Michael Behnam Michael Behnam
Dean
Quinlan School of Business, Loyola University Chicago
Gary Class Gary Class
Former Director of Advanced Analytics
Wells Fargo
Arijit Das Arijit Das
SVP, Digital Asset Innovation Technology
Northern Trust
Ping Fan Ping Fan
VP, Credit Strategy and Modeling
OppFi
Jennifer Franks Jennifer R. Franks
Director, Center for Enhanced Cybersecurity
U.S. Government Accountability Office
Drew Galow Drew Galow
Managing Director, Analytics and Machine Learning
BMO Financial Group
Glenn Hofmann Glenn Hofmann
Chief Analytics Officer
New York Life
Haiyan Huang Haiyan Huang
Head of Credit Risk
Prosper Marketplace
Vinay Jha Vinay Jha
Head, Finance Transformation
BMO Financial Group
Abol Jalilvand Abol Jalilvand
Professor and Executive Director, Business Leadership Hub
Quinlan School of Business, Loyola University Chicago
Arjun Ravi Kannan Arjun Ravi Kannan
Director, Data Science Research
Discover Financial Services
Raghu Kulkarni Raghu Kulkarni
Vice President, Data Science
Discover Financial Services
Donna Murphy Donna Murphy
Deputy Comptroller for Compliance Risk Policy
U.S. Office of the Comptroller of the Currency
Prasannal Nithyanandam Prasannal Nithyanandam
Head of Data and Advanced Analytics
Volkswagen of America, Inc.
Ram Peddu Ram Peddu
SVP, Head of Intelligent Automation and Advanced Analytics
Citizens Bank
Steven Keith Platt Steven Keith Platt
Director of Analytics and Lecturer of Analytics and AI,
Quinlan School of Business, Loyola University Chicago
Tammy Roust Tammy Roust
Chief Data Officer
U.S. Commodity Futures Trading Commission (CFTC)
Michelle Shan Michelle Shan
Chief, Data Analytics
Financial Industry Regulatory Authority (FINRA)
Dimple Thakkar Dimple Thakkar
Executive Director-Head of Data for Machine Learning and Intelligence Operations
JPMorgan Chase
Marcelo Worsley Marcelo Aaron Bonilla Worsely
Assistant Professor, Learning Sciences and Computer Science, Northwestern University
Board Member, Black Kids Predict
Kiran Yalavarthy Kiran Yalavarthy
EVP, Head of Risk Modeling
Wells Fargo

Agenda

8:00 a.m. Breakfast
8:30 a.m. Opening Remarks
8:50 a.m. Keynote Speaker: Data Ethics
9:30 a.m. Panel: ML and AI in Institutional and Retail Banking
10:30 am. Networking Break
10:45 a.m. Panel: Interpretability of AI/ML Models 
11:45 a.m. Lunch
12:45 p.m. Panel: Addressing Fraud
1:45 p.m. Panel: Intelligent Automation
2:45 p.m. Networking Break
3:00 p.m. Panel: Regulatory Environment and Governance
3:50 p.m. Closing Remarks
4:00 p.m. Adjourn

Special thanks to our event partners and sponsors. 


AI Industry Experts:

Samba NovaElectrifAI logoKonfer Logo

Speaker Dinner Sponsor:

BLDS

Association Partners:

association partners