AI and Data Strategies for Financial Services

Transforming AI Proof of Concepts into Production Success

January 16, 2025

11AM CST/ 9AM PST

Venue: Virtual by Zoom

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Struggling to Move AI Projects from PoC to Production?

Did you know that 85% of AI solutions fail to transition from Proof of Concept to production due to poor design and implementation strategies?
Don’t let your investments go to waste.

Join us to Discover How to Avoid Common Pitfalls and Successfully Implement AI Solutions

At Sphere, we’ve mastered the journey from concept to reality. Our expertise ensures you sidestep the common traps that derail AI projects, and build successful, scalable implementations that drive real business value.

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What will be discussed

How to make sure your PoC is ready for PROD

Objective:

Validate AI readiness of the design and if it matches the business workflow.

Impact:

Ensure the roadmap for implementation will provide the desired results and Value.

AI Assistant for Credit Scoring and Loan Underwriting

Objective:

Enhance loan approvals by using AI for analyzing comprehensive financial and behavioral data.

Impact:

Increase accuracy in credit assessments, improve approval rates, reduce defaults, and unlock new customer segments.

AI Fraud Detection and Prevention

Objective:

Identify and prevent fraud in real-time across all channels.

Impact:

Reduce financial losses, enhance customer trust, and minimize regulatory fines.

Intelligent Chatbots and Virtual Assistants for Customer Service

Objective:

Automate customer inquiries for routine tasks.

Impact:

Lower operational costs, boost customer satisfaction, and free up human agents for complex issues.

AI Assistant for Portfolio Optimization and Asset Management

Objective:

Optimize asset allocation using AI analysis of market trends and customer preferences.

Impact:

Improve investment returns and offer personalized financial products.

Featured Speakers

Tomer Lancewicki, Ph.D.

Director of AI/ML, Walmart Global Tech

Dr. Tomer Lancewicki is a seasoned AI and machine learning expert with extensive experience working with Fortune 500 companies, bridging the worlds of academia and industry. With a strong background in both leadership and technical innovation, he has successfully led machine learning and data science initiatives at companies like Walmart and eBay, specializing in scalable AI solutions and operational excellence.

With a diverse portfolio of practical and research-driven expertise, he continues to advance the field of AI, staying at the forefront of emerging technologies.

Paulo Asterio Nunes

Chief of Engineering

With over 21 years of experience in technology, Paulo Asterio Nunes brings a wealth of expertise in software architecture and leadership. A programmer by passion, a software architect by expertise, and a CTO by inspiration, Paulo has been instrumental in delivering high-impact solutions for high-level projects, primarily in the financial sector. Dedicated to innovation and excellence, he leverages his extensive technical knowledge to drive transformative, value-driven strategies that empower organizations to succeed in a rapidly evolving technological landscape.

Mark Friedgan

CEO @ NinjaHoldings

With over 20 years of experience in technology and consumer finance, Mark Friedgan is the co-founder and CEO of NinjaHoldings, a company redefining how Americans interact with financial services. Since founding NinjaHoldings in 2017, Mark has driven its growth and innovation across product development, engineering, and operations. He is also a co-founder and executive board member of Eligo Energy, a leading energy provider serving over 100,000 customers in 14 states.

Mario Schwarts

Managing Director of Data Analytics and Intelligence, Sphere

With almost three decades of experience in Data Engineering, Strategy and Transformation, Mario brings the knowledge to empower tech by implementing value driven data intelligent solutions. Mario has contributed to successful projects such as Capgemini, Navistar, BMO, Columbus Global and TEK Global Systems. He is passionate about using ML, Data Science, and GenAI to continuously drive business growth using data.

Leon Ginsburg

CEO and Founder, Sphere

Leon Ginsburg, founder of Sphere Software, is a digital innovation leader, technologist, and entrepreneur with a passion for creating human-centric products that perform exceptionally and meet user needs. Since 2005, he has built Sphere on principles of technical excellence, cultural fit, and a commitment to innovation, enabling the company to deliver impactful software solutions for startups and Fortune 100 companies alike.

Moderator

Luke Suneja

Client Partner, Sphere

Luke is a dedicated technology enthusiast focused on helping organizations leverage innovative solutions to unlock value through AI, automation, and cognitive architectures. With a commitment to fostering collaboration, he has played a key role in building communities of technology leaders in London, Zurich, Lisbon, Munich, and Dubai. These communities serve as vital platforms for knowledge sharing and innovation, enabling professionals to navigate the evolving landscape of technology effectively. Luke’s approach emphasizes the importance of integrating technology into core business processes to drive meaningful transformation.