Generative AI is generic and commodity unless you can integrate data about your business and customers, and that requires a modern data strategy. While technology is a critical component, learn what else comprises a modern data strategy and hear best practices for getting started on your journey today.
Your Vision is our mission
Visionaries
David Stewart
Senior Manager, Solutions Architect
Cohere
Amit Singh
WW Head of GTM & Use Cases, Generative AI & ML Partnerships
Amazon
Viktoriya Smith
SVP
Citi
Sanjay Ramchandani
Executive Director
Wells Fargo
Wesley Chung
Principal, Partner Development, Data and AI
AWS
Oleg Blokhin
Global Head of Financial Services Practice
Provectus
Sunil Palisetti
Director Software Engineering
Broadridge
Luke Zeng
VP, Senior ML Engineer
Barclays
Denis Imaev
Head of Algorithmic Development
Cantor Fitzgerald
Ronny Fung
VP Transaction Analysis
Deutsche Bank
Thomas Rizzo
Chief Architect
Lazard
Brett Hobden
CEO & Co-founder
GOTTA Sports
Your Vision is our mission
Agenda
June 27, 20248:30 AM-9:15 AM
Welcome & Registration
9:15 AM-9:25 AM
Opening Remarks
9:25 AM-9:55 AM
Generative AI Adoption Trends and Key Use Cases in Financial Services
Panelists
Amit Singh
WW Head of GTM & Use Cases, Generative AI & ML Partnerships
Amazon
10:15 AM-10:30 AM
Networking Break
10:30 AM-11:00 AM
Innovation Showcase
In this live demo session, you will experience how generative AI streamlines the processing of large-volume insurance risk assessment reports, accelerating time to insights essential for underwriter decision-making. We will learn how this technology transforms traditional manual methods, significantly reducing the time and effort required in insurance risk management.
Panelists
Speaker
Oleg Blokhin
Global Head of Financial Services Practice
Provectus
Oleg brings more than 22 years of professional experience to Provectus, with expertise in assisting financial services institutions. He focuses on change management and large-scale transformation programs, systems implementation and advising, strategic cost management, managed services, as well as data acquisition and management for global clients. Oleg previously served as VP of Banking Practice at OneConcern, and as Senior Manager of Credit Portfolio Practice at Crowe in San Francisco. He co-founded a Financial Technology company in Hong Kong, later acquired by State Street.
Speaker
David Stewart
Senior Manager, Solutions Architect
Cohere
David Stewart is an accomplished Senior Manager, Solutions Architect at Cohere with a background in machine learning. David has been at the forefront of designing and deploying machine learning since he joined Cohere in 2022 and has since been instrumental in creating and implementing ML solutions for countless enterprises.
Prior to Cohere, David led projects at Primer AI and PWC, where he delivered custom NLP solutions across sectors, and conducted research on leading NLP models. David has a Bachelor of Science in Information Technology and Analytics degree from Virginia Tech and numerous certifications in NLP and Large Language Models.
11:00 AM-11:30 AM
Navigating the Generative AI Landscape
Let's explore the transformative potential of Generative AI, guided by insights from cloud experts and industry leaders. We'll delve into real-world examples of AI innovations, strategies for C-level executives to integrate AI successfully, and best practices for enhancing customer experiences and driving business growth. Our discussion will also cover the most anticipated advancements in Generative AI over the next 12-24 months and their potential impact on businesses. Additionally, we'll address the ethical and regulatory considerations surrounding AI use, and examine the build vs. buy decisions executives face when choosing AI solutions.
Panelists
Speaker
Oleg Blokhin
Global Head of Financial Services Practice
Provectus
Oleg brings more than 22 years of professional experience to Provectus, with expertise in assisting financial services institutions. He focuses on change management and large-scale transformation programs, systems implementation and advising, strategic cost management, managed services, as well as data acquisition and management for global clients. Oleg previously served as VP of Banking Practice at OneConcern, and as Senior Manager of Credit Portfolio Practice at Crowe in San Francisco. He co-founded a Financial Technology company in Hong Kong, later acquired by State Street.
Amit Singh
WW Head of GTM & Use Cases, Generative AI & ML Partnerships
Amazon
Speaker
David Stewart
Senior Manager, Solutions Architect
Cohere
David Stewart is an accomplished Senior Manager, Solutions Architect at Cohere with a background in machine learning. David has been at the forefront of designing and deploying machine learning since he joined Cohere in 2022 and has since been instrumental in creating and implementing ML solutions for countless enterprises.
Prior to Cohere, David led projects at Primer AI and PWC, where he delivered custom NLP solutions across sectors, and conducted research on leading NLP models. David has a Bachelor of Science in Information Technology and Analytics degree from Virginia Tech and numerous certifications in NLP and Large Language Models.
Speaker
Brett Hobden
CEO & Co-founder
GOTTA Sports
Brett Hobden is the CEO and Co-founder at Gotta Sports Inc, a technology company building eLearning platforms that transform coaching and the learning of sports by creating interactive educational environments that are highly effective, scientifically proven and pedagogically sound. The company has developed a revolutionary match analytics platform that turns data into rich meaningful and actionable insights.
Brett is respected in the international tennis community as a coach, program developer, manager, advisor, author, and speaker. As a coach, he was named USPTA Coach of the Year by Racquet Sports Industry magazine and has worked around the world teaching players of all ages and skill levels. He has developed dozens of National Junior Champions, including several top 10 juniors in the world, and coached a number of top 10 world-ranked ATP and WTA players.
11:30 AM-11:50 AM
Starting Your Generative AI Journey
Panelists
Speaker
Oleg Blokhin
Global Head of Financial Services Practice
Provectus
Oleg brings more than 22 years of professional experience to Provectus, with expertise in assisting financial services institutions. He focuses on change management and large-scale transformation programs, systems implementation and advising, strategic cost management, managed services, as well as data acquisition and management for global clients. Oleg previously served as VP of Banking Practice at OneConcern, and as Senior Manager of Credit Portfolio Practice at Crowe in San Francisco. He co-founded a Financial Technology company in Hong Kong, later acquired by State Street.
Speaker
David Stewart
Senior Manager, Solutions Architect
Cohere
David Stewart is an accomplished Senior Manager, Solutions Architect at Cohere with a background in machine learning. David has been at the forefront of designing and deploying machine learning since he joined Cohere in 2022 and has since been instrumental in creating and implementing ML solutions for countless enterprises.
Prior to Cohere, David led projects at Primer AI and PWC, where he delivered custom NLP solutions across sectors, and conducted research on leading NLP models. David has a Bachelor of Science in Information Technology and Analytics degree from Virginia Tech and numerous certifications in NLP and Large Language Models.
11:50 AM-1:00 AM
Executive Roundtable Lunch
1:00 PM-1:30 PM
Closing Remarks & Networking
Don't take our word for it
Together With
Don’t take our word for it
Heard In The Room
Partner
The process was very well organized by C-Vision. Perfect organization, honest and authentic speakers of high level.
Visionary
A very warm welcome and interesting speakers. I was very pleased to be among such a dynamic group.
Partner
I love the engaging format of the councils. Very high level discussions and never a sales pitch. The C-Vision staff members are amazing.
Partner
Thoughtful discussion among experienced leaders regarding current challenges and complexities, and valuable exchange of pragmatic approaches and best practices. Well organized and facilitated.
Visionary
C-vision's events combine relevant topics with a suitable audience. I found great value at my last attendance, and would definitely consider upcoming events.
Partner
Intimate, immersive experiences provided by a group of individuals always available to support our needs. Fantastic organization and very high-level executives. The promise was delivered!
Visionary
C-Vision laid out an articulate plan for us to be much more targeted, presented a stronger ROI and on top have come through with the Results they Promised. They really have become an adjunct "team for hire" building trust with us all along the way. There is no second guessing on this relationship and consistently over-deliver. My kind of Partner.
Partner
C-Vision was really professional, responsive, listened and are very thoughtful in their approach. They are very high touch and truly care about the customer and end result. Our speakers were impressed with the format, and who they brought to the table.
