Evolution of AI in Financial Services:
Explore the historical integration of AI into financial services, understanding its initial functions and the profound impact it has had on the industry. Gain insights into whether we are still in an initial phase of AI development or further ahead, with a deep dive into case studies from pioneering firms like Google and Amazon.
Professional Development in the AI Era:
Delve into the impact of AI on professional development, discovering the opportunities it presents for learning and development/HR functions. Uncover findings from the AllBright Future of Work Report, shedding light on the 38% of women who feel the need to acquire new technical or digital skills to meet the demands of their roles. Explore strategies for line managers to meaningfully and equally distribute work, as well as the conversations junior staff should consider for promotion and role growth.
Future Workforce Dynamics with AI:
Gain foresight into the transformation of the workforce with AI. Explore how renumeration, benefits such as flexible working (aligned with the remote-first approach from GOOD Finance's How-To Manual), and the nature of work itself are evolving. Understand the key considerations in shaping a future workforce that embraces challenging and interesting work.
Addressing Data Bias Challenges in Financial Services:
Tackle the critical issue of data bias in the context of financial services. Learn about its potential impacts on financial products, marketing, and business operations. Gain actionable insights into navigating this challenge and understand how industry leaders are addressing data bias to ensure a fair and ethical deployment of AI in finance.
Alex Miller is a Managing Director and the Head of Product for Citi Global Insights, Citi’s premier non-independent thought leadership curation, and is a member of the Citi Global Perspectives & Solutions Editorial Board. In his prior role within Independent Research, Alex was responsible for compiling and marketing the “Theme Book” which summarizes the most powerful investment themes being analysed by Citi’s Research team, as well as coordinating award-winning analysis including the Global Theme Machine, Citi’s ESG Research, and being part of the top-ranked Thematic and ESG Research team in the Institutional Investor poll.
Alex joined Citi in 2002. Between 2002 and 2006 he worked in US markets. Alex was subsequently based in Tokyo, becoming Head of Equities for Japan in 2013. He joined Citi Research in 2017, and subsequently joined Citi Global Insights in 2023. Alex has a First Class Honours degree in Oriental Languages from Oxford University.
Venkat Akula is the Head of Technology for UK at Natixis Investment Managers Ltd
Venkat oversees the technology platforms for the International Marketing team at Natixis covering their websites, social media and email service platforms. He’s been working in the technology space for the past 14 years and has extensive experience with Salesforce and its ecosystem of services and apps. Venkat holds multiple certifications across the Salesforce platform.
Venkat has spent the majority of his career working within the financial service industry, accumulating a number of years of experience within asset management. He’s passionate about making business operations more efficient, effective and user friendly with technology driven solutions.
Venkat earned a Masters in Data Networks and Security from Birmingham City University.
Shannon brings a wealth of expertise and a multifaceted skill set encompassing Business Development, and Sales across diverse industries, specifically exemplified in her role at PitchBook.
Shannon’s career at PitchBook showcased her exceptional sales acumen and collaborative approach, consistently surpassing sales targets and fostering a collaborative team culture. Her ability to leverage data-driven insights, optimize sales strategies, and actively foster robust customer relationships is a testament to her commitment to achieving outstanding results.
Passionate about empowering women in underrepresented fields, Shannon is dedicated to cultivating communities where women can thrive and find support. With a fervent commitment to fostering inclusivity and breaking barriers, Shannon actively champions the creation of spaces where women can connect, support each other, and succeed in fields where their representation is limited.
Shannon is also the co-chair of the WIBF Future Leaders Network
Purnima is a Managing Director and Head of data management at Coutts & Co, which is part of NatWest Bank. She has over 25 years' experience leading Transformation across financial services, more recently in digital delivery and new business building. In addition she takes an active role in propelling gender balanced talent development and is a mentor to aspiring women leaders. Prior to Natwest, she was at Russell Investments and at McKinsey & Co where she began her career in management consulting.
Purnima studied Economics at university and as a postgraduate at University of Cambridge. She also has an MBA from Oxford University. She is married and lives in London with her family. She enjoys travelling and reading, and going for long walks with her pet Labrador.
Jenna is a senior corporate, data protection and privacy specialist. With more than 15 years of experience across the UK, EMEA and APAC regions, Jenna's wide-ranging expertise incorporates data privacy, commercial and technology related transactions including advising on AI, AI governance and DLT, digital assets, regulatory compliance, investment and retail banking, and investment management.
She co-chairs the Data Protection Finance Group, a UK network of more than 400 senior lawyers and privacy professionals working in finance across the UK.
Jenna advises on all aspects of data protection and privacy with a specific focus on advising financial services clients. Her clients range from international banks to small asset managers, pension funds and fintechs.
As well as private practice experience, Jenna provides practical, pragmatic advice to her clients based on extensive in-house experience. Jenna has worked in-house for leading financial services organisations, including Santander where she established the bank's data privacy legal function. Jenna has previously served as a DPO for a FinTech, Asto Digital Ltd., and Vice President and primary legal adviser for data privacy across at Columbia Threadneedle Investments in EMEA (part of Ameriprise Financial Inc.) where she was responsible for the implementation of their GDPR programme.
As well as the Co-Chair of the Data Protection Finance Group, DPFG, Jenna is a member of IRSG, SASIG, IAPP Women Leading Privacy and Women in Privacy and a speaker at international conferences, panel discussions and other events