Session Details
Join us as we hear from Scott Mullins, Managing Director of Financial Services at AWS, who will introduce the event's theme: "Pushing the envelope in Financial Services." Scott will be joined by executives from leading financial institutions who will share their perspectives on how they are unlocking new opportunities for business growth, transforming the customer experience, and modernizing critical systems and applications on AWS.
Scott Mullins, Managing Director, Financial Services, AWS
Magnus Haglind, Senior Vice President, Market Technology, Nasdaq
This session explores how automated reasoning, rooted in symbolic AI and mathematical logic, is emerging as a critical tool for ensuring AI system correctness, reliability and security. Drawing from real-world implementations at AWS, we'll examine how automated reasoning can provide mathematical proof of program correctness and help eliminate AI hallucinations. The presentation will cover the integration of automated reasoning with modern AI approaches, practical applications in security verification, and tools like Automated Reasoning Checks that help businesses validate AI outputs. Attendees will learn how this technology can be applied to verify critical systems and ensure AI trustworthiness in enterprise environments.
Byron Cook, VP, Distinguished Scientist, Automated Reasoning Group, AWS
Join a panel of executives from leading financial institutions as they share how they stay agile in the constantly evolving generative AI environment. Gain insights on how to establish AI Centers of Excellence, harness the power of agentic AI, and capture the benefits of model choice and flexibility. Discover how organizations are using solutions built on Amazon Bedrock and Amazon Q Business to achieve significant ROI and time savings across a range of use cases, and how they stay ahead of the generative AI curve to gain advantage using this powerful technology securely and at scale.
John Kain, Head of Financial Services Market Development, AWS
Aaron Linsky, CTO, AIA Labs, Bridgewater
Discover how leading capital markets firms are leveraging AWS to transform every stage of the trade lifecycle. Learn how cloud technologies are enhancing pre-trade investment research, powering faster and dynamic trading, and streamlining post-trade activities. Through real-world examples, hear how the cloud is helping capital markets firms accelerate innovation, boost resiliency and efficiency, and stay compliant through innovative approaches to infrastructure, data, and AI.
Charith Mendis, Head of Banking, AWS
David Feuer, Chief Product Officer, Galileo
Nans Sivaram, Executive Director, CIO Consumer, Commerical Banking & Invest, Ally Financial
Discover how leading banks are working with AWS to transform how banking is experienced and delivered. Nans Sivaram of Ally Financial and David Feuer of Galileo Financial Technologies (a SoFi company) join Charith Mendis of AWS for a discussion of how banks are using cloud capabilities and AI to rapidly adapt to market demands, develop products faster with lower IT overhead, and apply gen AI to improve behind-the-scenes operations. They will also discuss leveraging AWS to streamline customer experiences and deliver more personalized, context-aware outcomes for customers.
Brian Cassin, Head of Capital Markets, AWS
Marc Murphy, SVP & Head of Global Connectivity Services, Nasdaq
Explore how insurers and risk management leaders leverage AI and cloud technologies to transform underwriting, servicing, and claims in complex risk environments. Learn how industry innovators use AWS services to enhance customer experience, automate processes, and improve risk assessment. Discover the impact of cloud migration and generative AI on operational efficiency and decision-making. Learn how adoption of advanced analytics tools enables faster insights and better actuarial modeling, while maintaining compliance and security. Understand how these advancements are reshaping the insurance and risk management landscape.
Jayme Hart, Head of Insurance, AWS
Join industry leaders as they share insights on payment innovations transforming the financial landscape. Our expert panel will explore cutting-edge technologies revolutionizing digital transactions and next-generation payment rails powering tomorrow's financial ecosystem. Learn how strategic infrastructure upgrades can future-proof your organization while discovering proven approaches to deliver seamless customer payment experiences. Discover next-generation payment rails powering tomorrow’s transactions, strategic infrastructure upgrades to future-proof your organization, and keys to delivering seamless, customer payment experiences while lowering costs, accelerating time to market, and maintaining security and risk management best practices.
Nilesh Dusane, Head of Institutional Payments, AWS
Rusiru Gunasena, Head of Partnerships, The Clearing House
Dharmesh Syal, EVP & CTO, Convera
Kush Teotia, Global Head of Real Time Payments, J.P. Morgan
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.
Join Fitch Ratings for an insightful session on their innovative efforts to modernize legacy codebases with Amazon Q Developer and Q Transform as part of their strategic collaboration with AWS. This pioneering approach streamlines Java upgrades, boosting security and efficiency while reducing disruptions to business operations. Learn how AI-powered automation has dramatically cut down technical debt and enhanced scalability, transforming processes from weeks to mere days. Discover how Fitch’s partnership with AWS elevated their approach to software development and modernization, driving innovation and operational excellence across the organization.
Aleks Hagy, Head of Ratings Development, Fitch Ratings
Chris Lalor, Head of Technology Enablement, Fitch Ratings
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.
In this session, learn how Moody’s leveraged AI agents to drive workflow automation across financial market participants. Moody’s recognized early on the transformative power of Generative AI and has since evolved its commercial offering from specialized assistants to agentic workflows. In addition to developing a comprehensive AI assistant, Moody’s has developed a sophisticated system of specialized agents that tackle individual tasks concurrently — analyzing financial health, market trends, news, and more. The outputs feed into aggregator agents that synthesize findings and can validate reliability through consensus mechanisms. Learn how this approach delivered more thorough insights than traditional methods while maintaining accuracy through built-in verification processes.
Cristina Pieretti, General Manager – Digital Insights, Moody's
Join Global Payments (GPN) to learn how they architected a mission-critical credit card authorization system on AWS that handles 50% of Visa and Mastercard authorizations in the United States. Learn how GPN achieved five-nines of availability using Amazon DynamoDB with optimized queries, global tables, and DAX cache for microsecond reads, while maintaining seamless integration with existing mainframe systems. Explore their approach to real-time event delivery, automated troubleshooting using Amazon SageMaker, and enhanced security with tokenization. Gain practical insights into architecting solutions that deliver enhanced agility, scalability, and security while meeting stringent financial industry requirements.
Krishna Sarvepalli, Sr. Director Product Engineering, Global Payments
In this session, hear how AQR, a 26-year-old firm with $128B under management, transformed its technology platform to be highly scalable, agile and distributed, enabling AQR's subject matter experts (aka "Citizen Coders") to capture new opportunities and enhance operational efficiency without being blocked by engineering. Specifically, the talk will detail how AQR’s empowered “Citizen Coders” quickly launched a new high-scale business line with $14B under management and growing, and pivoted to incorporate AI into their business processes.
Michael Raposa, Managing Director, Platform Engineering, AQR Capital
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.
Discover how Capital One built their cloud-native tokenization platform on AWS to enhance security and customer experience. Learn about their solution that enables the company to seamlessly run applications, manage third-party data sharing and adopt generative AI, while safeguarding sensitive data. This session explores the key architectural decisions that transformed Capital One's customer experience while maintaining robust security standards.
Sanjay Chakravarty, Managing Vice President - Engineering, Capital One Software, Capital One
Zach Parker, Managing Vice President - Incubation, Capital One Software, Capital One
Discover how Coinbase revolutionized its customer support with a conversational assistant that handles tens thousands of monthly customer queries. We'll explore the multi-stage architecture that combines knowledge bases, real-time account information, and domain-specific rules to deliver personalized, context-aware responses using AWS Bedrock and Nova Models. You’ll learn how Coinbase maintains compliance while addressing complex account queries and platform policies. Through live A/B testing and automated LLM-based assessments, learn how this framework ensures consistent quality and enables rapid deployment of AI solutions for diverse business needs to transform customer support at scale.
Alex Reeve, Director of Product Management, Coinbase
Learn how Parameta revolutionized their client communication by implementing Amazon Bedrock Flows to create an intelligent email management system. Through real-world examples, we'll demonstrate how carefully crafted classification prompts enabled automatic categorization of client requests and identified missing information, and explore how the intuitive interface enabled real-time email triage and automated follow-up questions. We’ll dive into how Bedrock Flows transformed the workflow, reducing manual effort while improving response accuracy.
Roland Anderson, CIO, Parameta
Animesh Kundu, Senior CSM, AWS
Learn how Empower transformed their call center operations using Amazon Connect Contact Lens and Amazon Bedrock. By implementing intelligent transcription, analysis, and automated scoring, Empower converted manual quality assurance into a data-driven system that processes thousands of daily interactions while reducing handle times. Through a hub-and-spoke AI platform, Empower is enabling 1,500+ developers to build secure, compliant applications. Discover practical strategies for responsible enterprise-wide AI adoption.
Ryan Baham, Enterprise Architect, Innovation Lab, Empower
Daniel Meacham, Principal Engineer, Innovation Lab, Empower
Vanguard’s web app, Fletcher, leverages AWS services and generative AI to enhance the client feedback review process. By integrating Amazon Bedrock and Anthropic's Claude, Fletcher extracts actionable insights, considers client sentiment, and identifies key action items for improvement. In this session, learn how to automate client feedback analysis using generative AI, reducing manual review time and enabling data-driven UX decisions. Discover how Fletcher’s use of AWS Step Functions and Glue ensures a streamlined process, leading to faster product iterations and increased client satisfaction.
Sana Babu, Software Engingeer, The Vanguard Group
Murray Gudesblat, Tech Lead, The Vanguard Group
Kevin Martin, User Experience Strategist, The Vanguard Group
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.
Discover how Rocket leveraged cutting-edge AI technology to enhance client conversion rates and transform the homeownership experience with Rocket's AI Agent. This session reveals how conversational AI integrated into Rocket's platform simplifies property search, financing, and loan management to set a new standard in the digital mortgage industry. We'll explore the strategic implementation, regulatory navigation, and measurable business impact of this innovation.
Tamaal Myers, VP, AI Engineering, Rocket Companies
Sajjan AVS, Senior Solutions Architect, AWS
Learn how J.P. Morgan's Kinexys platform enables digital asset management and cross-border payments using blockchain technology hosted on AWS. The platform currently processes over $1 billion in settlements and 100,000 payment inquiries daily. This session examines the technical implementation details, including data isolation strategies, security and key management approaches, multi-tenant architecture design, and integration of AWS services such as Amazon EKS, Amazon RDS, and Amazon EFS. Hear about the challenges J.P. Morgan faced while building a large-scale blockchain network in a regulated financial environment and explore practical solutions that improved their transaction processing efficiency.
Ketan Patel, Head of Cloud Architecture & Engineering, Kinexys, J.P. Morgan
Suresh Shetty, CTO, Kinexys, J.P. Morgan
Sudhir Upadhyay, Head of Engineering, Kinexys, J.P. Morgan
Modern investment decisions rely on vast amounts of data, from market trends and company financials to social sentiment and macroeconomic signals. In this session, learn how Balyasny Asset Management (BAM) revolutionized their research process with Deep Research, a platform combining Generative AI and Amazon OpenSearch. Hear how this innovative solution enables analysts to process tens of millions of documents efficiently, creating comprehensive investment documentation and theses. The team will share their experience building and training a fine-tuned embeddings model specifically for investment research, showing how they’ve changed the way financial data is processed and analyzed.
Wei Cheng, Applied AI Principal Engineer, Balyasny Asset Management
Yifu He, Applied AI Senior Engineer, Balyasny Asset Management
Pennymac’s Digital Technology Organization (DTO) built AIPAS - AI Process Automation System using Amazon Bedrock, which extracts information from documents, classifies documents, makes decisions, and takes appropriate actionsthroughout the loan processing lifecycle. With this system Pennymac has successfully automated 20 processes achieving 99% accuracy in document processing through customized confidence scoring and thresholding. In this session, learn how PennyMac achieved significant cost savings by automating pre-foreclosure audits with AIPAS, transforming a manual process that previously required 36 team members to review 144,000 loans annually.
Mike Hogan, Senior Managing Director and Chief Information Officer of Pennymac Financial Services, Inc.
Gamze Saunders, Head of Solutions Architecture, Banking, AWS
FIS Global’s Money Movement Hub, a unified payments platform that seamlessly connects all U.S. payment schemes, is revolutionizing how banks and corporates move money. This cloud native, multi-tenant, API-driven solution enables seamless interoperability across payment rails, integrating with any bank regardless of its core. Join this session to learn how FIS partnered with AWS to design this platform that brings instant payments, ACH, wires, and cross-border under one intelligent routing system in the cloud. Discover how this innovation is shaping the future of payments and driving a more connected, intelligent, and streamlined ecosystem.
Ade Sturley, VP, Enterprise Strategy, FIS Global
Jason Williams, NA Head of Product & Services, Enterprise & Retail Money Movement, FIS Global
