AI and Intelligent Automation in the Financial Services Industry

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The client experience can be fundamentally transformed through the power of AI

We believe the future is an Intelligent Open Financial Services Platform, where technology can predict seamlessly what the client needs next and empower them. The next generation of millennial investors will also demand new levels of personalization and frictionless experiences.

September 13, 2018


Artificial Intelligence (AI) is rapidly changing how financial institutions operate, manage data, and interact with customers. The revolution brought by AI - a blend of three advanced technologies: machine learning, natural language processing and cognitive computing - has huge implications and most banks have by now experienced the transformative power of AI in the form of chatbots, robo-advisors, and Robotic Process Automation (RPA). The Financial Services Industry now sees AI as a key enabler in accelerating the digital transformation where changing operating models and shifting competitive dynamics resulting from rapid adoption of AI are driving financial institutions towards an intelligent open FSI platform.

›› Agenda

09:00 – 09:30 | Coffee and light breakfast & Welcome & Introduction
09:30 – 10:30 | Microsoft Digital Transformation strategy taking advantage of Data, AI and the Cloud
09:30 – 10:30 | - Microsoft digital transformation strategy and impactful partnership
09:30 – 10:30 | - The financial landscape is transforming, changing operating models and shifting
09:30 – 10:30 | - competitive dynamics
09:30 – 10:30 | - AI as a catalyst in digital transformation, Microsoft business solutions
09:30 – 10:30 | - and customer references
10:30 – 11:30 | Intelligent Automation in financial services (Accenture/Avanade/Microsoft and Blue Prism)
10:30 – 11:30 | - Take advantage of Robotic Process Automation (RPA) and Artificial Intelligence
10:30 – 11:30 | - Blue Prism Business case and best practice case shared by customer
11:30 – 12:30 | Visit demo area and experience innovative solutions
12:30 – 13:00 | Lunch & Networking
13:00 – 13:45 | Robo Advisory and Wealth Management (CognitiveScale)
13:00 – 13:45 | - Make or buy an automated advice platform
13:00 – 13:45 | - The need for opti-channel strategy
13:00 – 13:45 | - Profile-of-One solution and customer cases increasing Asset Under Management (AUM)
13:00 – 13:45 | - and Customer Retention
14:00 – 15:00 | Advanced scoring and predictive analytics to manage risk
14:00 – 15:00 | - and improve lending (AdviceRobo)
14:00 – 15:00 | - Know more about the creditworthiness of your applicants and customers
14:00 – 15:00 | - Applying big behavioral data and machine learning to reveal additional information
14:00 – 15:00 | - AdviceRobo specializes in applying psychographics combined with financial
14:00 – 15:00 | - and other behavioral data to create rich insights that can be applied in your decisions and
14:00 – 15:00 | - processes
15:00 – 15:30 | Coffee Break & Networking
15:30 – 17:00 | Partner solution value discovery session with the following topics (Breakouts)
15:30 – 17:00 | - Intelligent Automation RPA+AI (Accenture, Avanade, Microsoft and Blue Prism)
15:30 – 17:00 | - Wealth Management (Cognitive Scale)
15:30 – 17:00 | - Credit Scoring Risk solution (AdviceRobo)
17:00 – 17:15 | Wrap up
17:15 – 19:00 | Cocktail & Networking


›› Who should attend

This briefing is intended for senior executives from Banking, Capital Markets, and Insurance that want to learn from peers and experience how a rapid adoption of Artificial Intelligence supported by key components from Microsoft and its partners can be applied to respond to changing operating models and shifting competitive dynamics.

›› Featured speakers

Ganesh Padmanabhan
Vice President & Head of Global Business Development and Worldwide Marketing at CognitiveScale

Open Biography...

He is passionate about bringing disruptive technologies to market and has established a track record of driving growth through corporate strategy, product and business development as well as marketing and sales for startups and Fortune 500 companies.

Ganesh is a frequent keynote speaker, an evangelist for human machine partnership and an advocate for opportunity. He was recently honored by the Enterprise Management 360 as one of the the top 10 tech experts revolutionizing AI. In addition to his role at CognitiveScale, Ganesh is an Entrepreneur in Residence at Capital Factory in Austin, as well as an advisor to several startups in Austin, Texas.

He holds a Master in Business Administration from McCombs School of Business at the University of Texas at Austin as well as a Bachelor degree in Mechanical Engineering from the University of Calicut in India.

Jose Almeida
Digital Advisor for Financial Services in Microsoft's Consulting Services practice

Open Biography...

With 15+ years in the ICT industry, José blends technical, business and industry knowledge in transformation initiatives for financial services organizations by rethinking the business through the lens of technology. José's experience ranges from front-office to back-office banking solution innovation with functional highlights in sales, compliance and other niche business areas such as specialized lending or credit recovery.

José has also been a presence in national and international industry conferences, sharing his vision on the role of big tech in financial services.

Monique Dahler
Worldwide Director for the Financial Services Industry and Head of Artificial Intelligence (AI) at Microsoft

Open Biography...

Responsible for innovation strategy, business development, and providing strategic guidance directly to clients, sales teams, and partners globally. Financial Institutions continue to be impacted by business and economic factors while dealing with the consequences of game-changing technologies that are fueling transformation and enabling a wave of innovation to meet new client expectations, improve transparency and create new profitable business models while building sustainable competitive advantage. Working closely with business leaders in financial services to provide cutting edge AI solutions that make the greatest difference and help financial institutions to accelerate their transformation journey to a digital business.

She has more than 23 years of experience in the financial services industry, where she has held a number of national and international senior management positions with leading financial institutions and technology companies. She has broad consultative selling and marketing expertise as well as substantial knowledge of business operations in banking, capital markets and insurance.

Prior to joining Microsoft in December 2013, Monique was the Financial Services Industry Strategist for the growth markets of HP, leading business development in this key industry vertical. Monique served as interim Industry Lead for the worldwide Financial Services Industry, in addition to her role as Global Director Sales Enablement and Global Marketing Director.

Before joining HP, Monique was a key member of Fortis Bank where she led future retail banking and multichannel strategies. She served as General Manager for Fortis in the Czech Republic and as Business Development Manager within the Wholesale Banking and Treasury Division of Fortis where she led international expansion across Europe. She started her career as a Retail Bank Director for one of Fortis major branches in the Netherlands.

When she is not on business travel, Monique spends most of her free time with her three horses in Amsterdam or enjoys her olive yard in Spain. Her other interests include art and hiking.

Mohan Naidu G
Director, Banking Architect & Strategy for Europe at Avanade

Open Biography...

Mohan is currently leading “Intelligent automation” and “API first & Cloud First” for digitization and Modernization for the banking and financial services industry in Europe. He is hands on leader with over 22 years of technology consulting experience in managing large client delivery, IT consulting projects including M&A IT due Diligence, integrating IT and BPO, Apps rationalization & transformation and structuring large sourcing projects.

Mohan responsibilities include leading the development of the “intelligent Automation” and “Open API” propositions to address both revenue and cost drivers while helping financial institutions shift towards the new digital age, rapidly develop and deploy on Azure to meet the unique business needs and over come legacy challenges.

Philipp Gaida
Senior Manager in Technology Consulting at Accenture

Open Biography...

Philipp Gaida is working as Senior Manager in Technology Consulting at Accenture office in Düsseldorf since 2010. He is responsible as Service Offering Group Lead for Artificial Intelligence (AI) / Robotics Process Automation (RPA) within Technology Advisory in Financial Service. In this role he supports conceptional, analysis, delivery and quality assurance phases in Austria, Switzerland and Germany. Apart from this role he gained deep expertise as Delivery lead for End-2-End IT projects. This expertise is focused on Core Banking context with team sizes above 80 FTE.

Rosali Steenkamer
Co founder and CCO of AdviceRobo

Open Biography...

She is internationally recognised as award-winning European FinTech entrepreneur and founded eyeOpen, worlds’ first online mortgage advise platform that was sold to Aegon/Transamerica in 2013.

AdviceRobo has been developing an artificial intelligent risk robot. The robot aggregates behavioural data like psychographic-, social-, mobile- and PSD-2 data and transforms that into predictive risk scores.

Rosali developed her entrepreneurial skills as co-founder and COO of eyeOpen. Before she has held board positions at Alex Beleggersbank (Sales and Marketing Director), American Express (CMO Benelux) and worked for many financial institutions such as ING.

Steve Armstrong
Vice President, responsible for the alliance with Microsoft at Blueprism

Open Biography...

After leaving University Steven worked as a research chemist at the bioscience research laboratory, Amersham, a part of GE Healthcare. In 2001 he joined the Worldwide Leadership team at Microsoft. In 2010 he left the IT industry to return to medicine and founded an advanced medical sciences company working in the field of Age Management medicine. In 2016 he returned to IT at Blueprism, a leader in the field of Digital Workforce robotics. He is a published author and is currently writing a new book on the future of work.

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