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AI in Banking: The Case for Customers
20th April 2023 2:30 PM – 4:30 PM BST
Pre-event registration and coffees will be available from 2pm, with the event starting at 2:30pm.
Predictive analytics, virtual assistants, and machine learning are already commonly used by banks and financial services providers. The application of AI in banking is across the board, with uses in the front office (voice assistants and biometrics), middle office (anti-fraud risk monitoring and complex legal and compliance workflows), and back office (credit underwriting with smart contracts infrastructure) (Fares, O.H. et al. 2022). As AI is more increasingly used to hyper-personalise user journey, and more intelligent systems transform the way financial services providers interact with customers, how does AI impact the customers and what are the benefits and the risks?
Join our panel discussion with experts in banking and fintech who will examine these questions:
- How is AI transforming banking/financial services now and what is its potential in the future?
- How does AI impact customer journey in the banking sector, from customer acquisition to service delivery?
- What is the impact of AI on customers and how it can be used to improve customer experience?
- How do fintech and banks specifically use AI to help vulnerable customers?
- What is the potential for bias vs efficiency when using AI to deal with customers?
Who is taking part in this event?
- Rachel Curtis – Inicio.AI
- Manuel Peleteiro – Inbest
- Andreas Schaefer – Tesco Bank
- Euan Wielewski – Natwest
- Mikael Paris– Fintech Scotland
- Gbenga Ibikunle – University of Edinburgh
The event will be followed by networking and drinks from 4pm-5pm.
Speaker Biographies
Rachel Curtis has spent nearly 30 years in the Financial Services arena including at Santander and then as Chief Customer Officer for a challenger bank. She still sits as a Non-Executive Director for a regional Building Society, holding the new role of Consumer Duty Board Champion. In 2021 Rachel made the switch to lead a Fintech start-up that has a B2B software platform that uses conversational AI to help organisations better help their customers complete detailed affordability assessments.
Manuel Peleteiro is an experienced product owner of data-intensive data processes and products. Manuel is the founder of Inbest, a data analytics platform for welfare advice. At Inbest, he is in charge of business development and product management. Before this role, Manuel was a product owner in Moody’s Analytics, a quant consultant at Accenture, and an investment banking analyst at Caixabank. Manuel has a BSc (Hons) Economics and Finance, MSc Financial Mathematics and is a CFA charterholder.
Andreas Schaefer currently works as a data science manager at Tesco Bank, specialising in applying machine learning to credit risk projects and strategy. He is experienced in using Data Science to manage and analyse risk over the complete customer life cycle having worked in a variety of risk related roles in the UK over the last 18 years. Andreas’ roles comprised fraud strategy, customer acquisition, collections and recoveries as well as stress testing and capital models. He is particularly interested in using advanced data mining and machine learning to create insight over and above traditional methods.
Euan Wielewski is Machine Learning Lead at NatWest, where he and his team develop AI solutions across a variety of use cases in the bank. Before joining NatWest, Euan was the founder and CEO of Anomalous, an AI-first start up developing deep learning-based inspection software for the aerospace industry. He was an academic at the University of Glasgow, where he taught Python and led a research group working at the interface of materials science and numerical simulation. He has a PhD in engineering science from the University of Oxford and a MEng in mechanical engineering from the University of Glasgow. Euan loves to read sci-fi and is a massive coffee nerd.
Marketing Director at FinTech Scotland, Mickael has worked for both start-ups and FTSE100 companies including Maxymiser, Skyscanner and more recently Standard Life where he was headed up the digital function.
In January 2018 Mickael and Stephen Ingledew launched FinTech Scotland to help make Scotland one of the leading fintech hubs in the world.
Mickael speaks at various conferences focussing on fintech, customer led and data driven marketing. In 2015 he was featured in the BIMA100 list of marketing influencers as well as the Marketing Magazine NextGen Power 100 and last year he was awarded the title of Fintech Evangelist of the Year at the Digit Fintech Summit Awards.
Marketing Director at FinTech Scotland, Mickael has worked for both start-ups and FTSE100 companies including Maxymiser, Skyscanner and more recently Standard Life where he was headed up the digital function.
In January 2018 Mickael and Stephen Ingledew launched FinTech Scotland to help make Scotland one of the leading fintech hubs in the world.
Mickael speaks at various conferences focussing on fintech, customer led and data driven marketing. In 2015 he was featured in the BIMA100 list of marketing influencers as well as the Marketing Magazine NextGen Power 100 and last year he was awarded the title of Fintech Evangelist of the Year at the Digit Fintech Summit Awards.
Chair
Gbenga Ibikunle is a Professor and Chair of Finance at the University of Edinburgh, and as the Director for Industry, Economy and Society at the University of Edinburgh’s Edinburgh Futures Institute, he leads on strategic FinTech and Financial Services initiatives and convenes the FinTech and Financial Services Research Cluster at the University. He was the Founding Director of both the University’s PhD in Financial Technology programme and its taught master’s degree programme, the MSc Finance, Technology and Policy (FTP). Gbenga is also the Deputy Scientific Director at the Fondazione European Capital Markets Cooperative Research Centre in Pescara, Italy, a Fellow at the RoZetta Institute (formerly Capital Markets CRC) in Sydney, Australia, and a Member of the of the World Economic Forum’s Global Future Council on the Future of Resilient Financial Systems (2023-2024 term). Gbenga’s current research sits at the intersection of the economics of financial markets and data science with applications to practice and policy. His commissioned research reports have been published by various bodies, such as the UK’s Financial Conduct Authority and the UK Houses of Parliament’s All Party Parliamentary Corporate Governance Group. His work has also been published in leading international academic journals, such as Journal of Financial Markets, Journal of Banking & Finance, Journal of Marketing and Expert Systems with Applications, and featured in the news media, such as The New York Times, The Economist, Financial Times, Forbes and Bloomberg Markets.
Important notice: This event will be photographed/recorded, and images may be used for future marketing, promotional or archive purposes. If you would prefer not to be photographed, please let us know at the event.
