With rapid technological advancement and increasing regulatory scrutiny, the financial services are at a critical juncture in AI adoption. For the first time, our Momentum AI series has curated a dedicated forum for 100 AI focused business leaders from major FSIs to explore the most pressing challenges and opportunities in AI implementation across the sector.
Large financial institutions are accelerating innovation and investment in artificial intelligence, particularly GenAI. But how are the leading banks, asset managers, insurers, and others across the sector investing in these cutting-edge technologies? Where are they seeing the benefits and risks? And what impact are they seeing them have on their businesses? Explore the AI in finance topics we’ll address with AI’s leading voices.
Unlock where the most effective use cases and opportunities are arising to create significant efficiencies from the implementation of AI across financial services.
CIO, Bank of America
Leigh-Ann Russell, Chief Information Officer, BNY
Greg Ulrich, Chief AI and Data Officer, Mastercard
Matt Minetola, Global Chief Information Officer, Elastic
Moderator: Alexandra Mousavizadeh, CEO, Evident
The core focus of any AI strategy is leveraging artificial intelligence to boost productivity effectively. This session will delve into how AI-powered solutions can seamlessly integrate with human expertise to enhance workflow efficiency. We'll explore the perfect balance between human intelligence and AI technologies, demonstrating how this synergy can drive unmatched productivity in financial workflows.
Kate Stepp, Chief Technology Officer, FactSet
As AI agents become increasingly sophisticated in their ability to process complex financial data and execute decisions autonomously, they represent a critical evolution in how financial institutions operate and compete.
Molly Alter, Partner, Northzone
Nina Edwards, Vice President, Emerging Technology & Innovation, Prudential Financial
John Almasan, Senior Managing Director, Head of AI & Emerging Tech, TIAA
Danial Jameel, Founder & CEO, Saris AI
Dr. Seth Dobrin, CEO, Qantm AI
with Nisha Paliwan, Author & Advisor and Michael Proksch, Chief Scientist, AccelerEd
This session brings together industry leaders, innovators, and thinkers to debate a critical question: Are we truly driving significant value from AI? We’ll dive into real-world applications, assess the measurable impact of AI across sectors, and uncover the challenges and opportunities that lie ahead. Expect candid insights, diverse perspectives, and a dynamic conversation about how AI can shape a future of meaningful outcomes.
with Nisha Paliwan, Author & Advisor and Michael Proksch, Chief Scientist, AccelerEd
This session brings together industry leaders, innovators, and thinkers to debate a critical question: Are we truly driving significant value from AI? We’ll dive into real-world applications, assess the measurable impact of AI across sectors, and uncover the challenges and opportunities that lie ahead. Expect candid insights, diverse perspectives, and a dynamic conversation about how AI can shape a future of meaningful outcomes.
with Simone di Castri, Co-Head & Co-Founder, Cambridge SupTech Lab, Cambridge Center for Alternative Finance (CCAF), The University of Cambridge Judge Business School
The adoption of AI in financial services is transforming both private-sector operations and regulatory oversight. Financial firms use AI to enhance efficiency and risk management, while authorities leverage it for supervision and compliance monitoring. This roundtable explores the evolution of AI adoption, its risks, and benefits across the financial sector.
Implement Enterprise-grade AI Agents in less than 8 weeks. Running concurrently with the Momentum AI Circles, this specialized initiative offers 15-minute sessions tailored to explore the use and application of enterprise-grade AI agents. Whether you're looking to transform workflows, tackle challenges, or unlock AI-driven potential, the AI Agent Lab provides a hands-on experience designed for innovation, learning, and growth.
Book via braindate on the Reuters Events App!
Executive Private Lunch: Generative AI Agents in Action: Application and Implementation with Generative-X
This intimate session offers a unique opportunity to network with fellow executives and gain insights into cutting-edge approaches to enhance operational efficiency, risk management, and customer experience in the financial sector.
Discover how generative AI agents are revolutionizing financial services, from streamlining processes to improving decision-making. Our experts will share real-world case studies, practical implementation strategies, and address key challenges in AI adoption.
Navigating the landscape of AI deployment presents a significant challenge for organizations today. Should you build your own solutions, work with third-party vendors or buy existing, readily available technologies? This panel will unpack the nuances of each approach, considering factors like cost, scalability, and alignment with business goals.
Derek Waldron, Chief Analytics Officer, JPMorgan Chase
Alex Cook, Senior Vice President and Head of Strategic Capabilities, New York Life
Parker Ence, CEO & Cofounder, Jump
Jackie Brosamer, VP, Data & AI Platform Engineering, Block
Moderator: T. Alexander Puutio, Adjunct Professor, NYU Stern School of Business
Financial services organizations are under increasing pressure to demonstrate tangible returns on their AI investments.
This session will present compelling case studies that illustrate how AI is being leveraged to enhance customer experience, create operational efficiencies, and improve risk management.
David Wu, Managing Director - Firmwide AI Head of Product & Architecture Strategy, Morgan Stanley
Peter Hahn, Chief Data, Analytics & Technology Officer, Vantage Risk
Harveer Singh, Chief Data Officer, Truist
Ethan Ding, Co-Founder & CEO, TextQL
Moderator: Nadine Ezzie, Founder + Managing Partner, ezzie + co
The future of financial services is being reshaped by AI at an unprecedented pace, but what does that really mean for companies across the sector? In this closing panel, we’ll dive into what key finance industry leaders envision for 2030—discussing not just technology advancements but also the cultural shifts required to embrace them.
Ampily Vijay, Chief Digital & Technology Officer, CBRE Investment Management
Chetan Kandhari, Chief Innovation and Digital Officer, Nationwide
Geddes Munson, SVP Engineering, Affirm
