Financial Services Symposium 2025 Agenda

May 15, 2025

Spring Studios - 50 Varick St, New York, NY 10013

Meet and hear from industry leaders, who will share lessons learned and best practices for innovation and transformation.

The AWS Financial Services Symposium in New York will feature firsthand stories of how financial institutions are reimagining modernization initiatives, elevating customer experiences, and driving business growth by leveraging cloud technology.Contents

Session Details

Speakers

^{Pushing the Envelope:}
^{Innovation in Financial Services}

This year's AWS Financial Services Symposium in New York will showcase financial institutions sharing how they are solving business challenges through innovation – from modernizing core systems and optimizing operations to enhancing digital experiences and accelerating growth. Industry leaders will share lessons learned and best practices from their transformation journeys, demonstrating how they're leveraging cloud technology and generative AI capabilities to drive growth across various lines of business.

Event Overview

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^Agenda

Morning sessions
8:00 AM - 9:00 AM \| Arrival, badge collection, breakfast and expo Spring Studios Lobby (1st FL)
9:00 AM- 10:50 AM \| Morning Sessions Breakout Rooms 2&3 (6th FL)
9:00 AM - 10:00 AM \| Opening Keynote with Scott Mullins, Managing Director, AWS for Financial Services
10:00 AM - 10:20 AM \| Automated Reasoning for AI Correctness: Byron Cook, VP/Distinguished Scientist, Automated Reasoning Group, AWS
10:20 AM - 10:50 AM \| How executives gain advantage with generative AI Panel, Moderator: John Kain, Head of Financial Services Market Development, AWS
10:50 AM - 11:20 AM \| Coffee break and sponsor expo (5th FL)
11:20 AM - 11:50 AM \| Industry-focused panel discussions
Breakout Room #1 (6th FL)	Breakout Room #2 (6th FL)	Breakout Room #3 (6th FL)	Breakout Room #4 (7th FL)
Revolutionizing Payments: The Future of Money Movement	The Modern Trade Lifecycle: From Research to Settlement	Transforming How Banking Is Experienced and Delivered	Driving Innovation Across Insurance in the Era of Escalating Risk

Afternoon sessions
12:00 PM - 12:30 PM \| Platinum AWS Sponsoring Partner breakout sessions
Breakout Room #1 (6th FL)	Breakout Room #2 (6th FL)	Breakout Room #3 (6th FL)
Tata Consultancy Services	NVIDIA	Deloitte
12:30 PM - 1:30 PM \| Networking lunch and sponsor expo (5th FL)
Afternoon customer breakout sessions (6th FL)
Track 1 \| Reimagining modernization Learn how financial institutions are leveraging AWS to modernize legacy systems with generative AI, automate IT infrastructure, enhance credit card processing, optimize investment analysis, and revolutionize payments with blockchain technology.	Track 2 \| Enhancing customer experience Discover how Financial Services leaders are transforming customer experiences on AWS—from secure tokenized payments and intelligent chatbots to AI-powered communication, automated feedback analysis, and streamlined claims processing.	Track 3 \| Driving business growth Explore how Financial Services organizations are harnessing AWS technology to build advanced investment research platforms, streamline mortgage loan processing, enhance research efficiency with AI agents, boost client conversion through digital assistants, and develop unified platforms in the cloud.
Breakout Room #1 (6th FL)	1:30 PM - 2:00 PM Breakout Room #2 (6th FL)	Breakout Room #3 (6th FL)
Fitch Ratings accelerates legacy code modernization with Amazon Q Transform	Secure banking reimagined: Capital One's tokenization platform	AI-powered homeownership: Rocket's digital revolution

Afternoon sessions cont'd
Breakout Room #1 ( 6th FL)	2:10 PM - 2:40 PM Breakout room #2 (6th FL)	Breakout room #3 (6th FL)
How Moody’s is using multi-agent AI for workflow automation across financial services	How Coinbase scales customer support and innovation with conversational AI	J.P. Morgan: revolutionizing global payments with blockchain technology on AWS
2:40-3:10 PM \| Afternoon networking break and sponsor expo (5th FL)
	3:10 PM - 3:40 PM
Global Payments modernizes its credit card authorization system	Parameta: streamlining client email resolution with generative AI	How AI-driven investment research empowers analysts at Balyasny Asset Management
	3:50 PM - 4:20 PM
Innovating at scale: AQR's agile platform transformation	Empower transforms quality assurance with Amazon Connect and Bedrock	Pennymac: Reimagining end-to-end loan processing with AI automation
	4:30 PM - 5:00 PM
Session details to be announced	Vanguard’s AI-powered feedback analysis drives product innovation	Redefining money movement with the FIS unified payments cloud platform
5:00 PM - 6:30 PM \| Networking reception and sponsor expo (5th FL)

^{Afternoon breakout session themes}

^{TRACK 1:}

Reimagining modernization

Learn how financial institutions are leveraging AWS to modernize legacy systems with generative AI, automate infrastructure maintenance, enhance credit card processing, optimize investment analysis, and revolutionize payments with blockchain technology.

^{TRACK 2:}

Enhancing customer experience

Discover how Financial Services leaders are transforming customer experiences on AWS—from secure tokenized payments and intelligent chatbots to AI-powered communication, automated feedback analysis, and streamlined claims processing.

^{TRACK 3:}

Driving business
growth

Description: Explore the ways organizations in Financial Services are harnessing AWS technology to build advanced investment research platforms, streamline mortgage loan processing, enhance research efficiency with AI agents, boost client conversion through digital assistants, and develop unified platforms in the cloud.

^{TRACK 1:}

Reimagining modernization

Learn how financial institutions are leveraging AWS to modernize legacy systems with generative AI, automate IT infrastructure, enhance credit card processing, optimize investment analysis, and revolutionize payments with blockchain technology.

^{TRACK 2:}

Enhancing customer experience

^{TRACK 3:}

Driving business
growth

Explore how Financial Services organizations are harnessing AWS technology to build advanced investment research platforms, streamline mortgage loan processing, enhance research efficiency with AI agents, boost client conversion through digital assistants, and develop unified platforms in the cloud.