The First And Only Dedicated AI And Automation Event For Australia’s Banking, Financial Services & Insurance Industry

Artificial Intelligence & Automation for banking, financial services & insurance

 

Summit | 21 - 22 March 

Pre-Summit Workshop | 20 March

Artificial Intelligence and Automation technologies are becoming key to maintaining competitive advantage and improving the quality of decisions. Leveraging significant operational and strategic efficiencies from implementing automation, with increased value from data and a more sophisticated focus on customer centricity, is key to the future of financial services and insurance.
 
The time has come to assess “where to next?”, and to bridge the gap from process automation to AI, through intelligent automation - from predicting what the customer wants to personalising services.
 
Addressing these issues, the AI and Automation for Banking, Financial Services and Insurance summit will bring together leaders to share strategies, action plans, and visions for AI. More than 20 sector specialists will share how they have used AI and automation to transform the way they do business and interact with customers. Those leading the charge within Australia’s top financial institutions including AMP, Westpac, IAG, and ANZ, will address how to:
 

  • Develop and embed an automation and AI roadmap into your business strategy
  • Balance human interaction with technology for successful business transformation
  • Boost customer service KPIs through adopting and utilising AI 

AI & Automation Agenda

08:20

Coffee and Registration 

09:00

Opening Remarks from Conference Chairperson 

CUSTOMER EXPERIENCE

09:10

How RoboChat came to life - Australia’s first Virtual Agent for Home Loan Applications
Elizabeth Hurley, Digital Product Manager, UBank

09:45

Panel Discussion: The Rise of AI for Customer Service: talking bots, robo-advisors, real-time analytics, mobile tech, and customer data
Manuel Ledezma, Head of Business Improvement and Planning, CUA
Adam Malouf, CEO, Austrak Capital; Former Senior Manager, Business Performance And Development, Arab Bank Australia 
Sameer Oghanna, Head of Automation, AI and Analytics (ANZ), Gallagher Bassett 

FRAUD CONTROLS, AI & ML

10:20

NPP Case study: Real time fraud and financial crime monitoring using AI and machine learning technology Indue
Holly McGregor, Senior Product Manager, Indue. Orion Financial Crimes, Cards, Mobile

10:55

MORNING TEA 

11:30

Applying AI and gaining trust – a 60 second claim approvals system review
Jason Wilby, Co-Founder, Huddle

RPA PROJECT STRUCTURES & AGILE APPROACHES

12:05

Case study: Operational models for RPA delivery, and bringing your people with you on the robotic automations journey
Julie Boulton, Robotic Process Automation Developer, Heritage Bank

12:40

LUNCH

RISK AND COMPLIANCE

01:40

The Role of AI in financial services, and managing associated cyber security risks
Grant Slender, IT Risk and Security Manager, QIC

02:15

Roundtable Discussions 
Scott Wall, Chief Digital and Data Officer, BankVic 
Adam Malouf, CEO, Austrak Capital  

02:50

AFTERNOON TEA

03:20

From process evaluation to live RPA deployment, enabling end-to-end business
Sandra Moorhead, Head of Process Architecture and Governance, BNZ 

03:55

Panel Discussions: 
Improving compliance, security, regulatory processes, and reducing 
fraud through RPA & AI
Anthony Scott, General Manager - Robotics, Automation and Transformation, Equifax
Saravanan Kumar, Global Head of Automation, AON
Jason Wilby, Co-Founder, Huddle
Grant Slender, IT Risk and Security Manager, QIC

04:35

Closing remarks from conference chairperson

04:40

NETWORKING DRINKS

08:30

Coffee and Registration

09:00

Opening Remarks from Conference Chairperson
Anthony Scott, General Manager - Robotics, Automation and Transformation, Equifax 

DATA ANALYTICS

09:10

International case study: Using unstructured data to deploy AI and Bots
Saravanan Kumar, Global Head of Automation, AON (India) 

09:45

The role of AI in designing a human centred approach to risk reduction 
Harriet Wakelam, Director of Human Centered Design, IAG 

10:20

MORNING TEA

10:50

Cognitive Technology and RPA as a tool to reduce fraud, halve cost to serve, and improve customer satisfaction
Tim Johnson Head of Operational Delivery, Suncorp 

11:25

Lessons Learnt from using machine learning, Chabots, and predictive analytics
Atul Narang, Founder and CIO, Hashching 

12:00

LUNCH

CHANGE MANAGEMENT, ROI & AI ROADMAPS

01:00

Panel Discussion: Managing change and resilience when introducing automation in a customer facing environment
Adrian Laiza, Head of Process Automation and Improvement, TAL
Sandra Moorhead, Head of Process Architecture and Governance, BNZ
Nathaniel Simpson, Head Special Projects, Youi Insurance
Sean O'Malley, Director of Operations and Technology, AMP
Julie Boulton, Robotic Process Automation Developer, Heritage Bank 

01:40

Lessons learned from implementing artificial intelligence
Matthew Henderson, Head of Contact Centre, Greater Bank 

02:15

Tips on how to improve the ROI and Governance of your Robotic Fleet
Adrian Iaiza, Head of Process Automation and Improvement, TAL 

02:45

AFTERNOON TEA 

03:10

Trialling AI and RPA at AMP to improve processes, reduce costs and enhance the staff and
customer experience

03:45

7 Phases for Delivering RPA for transactional customer service operations
Anthony Scott, General Manager - Robotics, Automation and Transformation, Equifax
 
 

04:20

Closing Remarks from Conference Chairperson

04:30

Close of Conference

View full agenda

AI & Automation Workshop

Bridging the Gaps Between Technology, Business, and Operations to Ensure Business Buy-in for AI and RPA Capabilities 

This workshop will walk you through four phases throughout the day to overcome challenges and barriers within implementing RPA and AI capabilities into your organisation. 
 
RPA and AI have both proved benefits to the market in improving efficiency, reducing risks, improving customer services, and reducing operating costs to name a few. However, implementing them within the organisation has deemed to be difficult and must be approached strategically and cautiously. 
 
With the financial services only just hitting maturity for robotics deployment, and only few case examples of organisations having integrated artificial intelligence and machine learning; this workshop will provide you with the opportunity to leverage with other organisations across the world to overcome common pitfalls and challenges in deploying AI and RPA into your organisation, to mitigate risk of failure and deliver tangible results for your organisation.
 
Throughout the first half of morning, Saravanan will teach you how to identify opportunities for AI and RPA capabilities within your organisation to enable business growth and innovation. He will then take you through real-life case studies at AON on how to implement and start those initiatives; whether that be a theory based approach, platform based, outsourcing or building it in-house. 
 
After lunch, he will then guide you through a step-by-step process on what operating model best fits your organisation, metrics you can utilise and how to establish a governance process. 
 
The workshop will finish off with discussing the overall cultural change AI and RPA will mean for your organisation; from a HR standpoint, right through to maintaining a Bot ID. This session will also provide you with tools for applying a change management framework to ensure implementation growth and success. 
 
View Full Workshop 

AI & Automation Featured Speakers

Harriet Wakelam

Director of Human Centred Design

IAG

Sean O'Malley

Director of  Transformation

AMP Bank Limited

Tim Johnson

Head of Insurance Operations Delivery

Suncorp

Manuel Ledezma

Head of Business Improvement and Planning

CUA

Scott Wall

Chief Digital and Data Officer

BankVic

Saravanan Kumar

Global Head of Automation

AON

Sandra Moorhead

Head of Process Architechture and Governance

BNZ

Nathanial Simpson

Head - Special Projects

Youi Insurance

View all speakers

Summit Team Discounts


SEND 3 DELEGATES AND RECEIVE 5% OFF

SEND 4 DELEGATES AND RECEIVE 10% OFF

SEND 5 DELEGATES AND RECEIVE 15% OFF

5%OFF 10%OFF 15%OFF

AI & Automation Summit Location

The Sydney Boulevard Hotel
 
Address: 90 William Street, Sydney, NSW 2011
Conference Room: Twenty Five, Level 25
Workshop Room: Stanley, Level 2