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Tag: FinAiBanking26

  • TD Bank Head of Analytics, Intelligence, AI Ted Paris to speak at FinAi Banking Summit

    Ted Paris, head of analytics, intelligence and AI at TD Bank, will speak Monday, March 2, at the FinAi Banking Summit.  

    The summit, which will be held at the Westin Denver Downtown, brings together executives, technologists and decision-makers across the FinAi ecosystem.  

    View the full agenda here. 

    Paris is responsible for leading, developing and advancing the analytics strategy for TD’s U.S. division. Prior to joining TD in 2016, Paris worked at Essex Lake Group, Barclays and Citi, among other institutions. 

    He will join the following panelists to discuss the future of financial services in the age of AI at FinAi Banking Summit:  

    • Kevin Green, chief marketing officer, Hapax. 

    In January 2025, TD’s Chief Analytics and AI Officer Luke Gee told FinAi News the bank is deploying AI for software development and customer assistance.  

    The bank last year deployed its AI-driven platform TD AI Prism to predict consumer needs and proactively provide them with solutions, Sumee Seetharaman, head of AI machine learnings, told FinAi News. 

    Register here by Jan. 16 for early-bird pricing for the inaugural FinAi Banking Summit. View the full event agenda here. 

    Whitney McDonald

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  • J.P. Morgan Payments’ Matthew McCown to speak at FinAi Banking Summit

    Matthew McCown, executive director of the data and analytics team at J.P. Morgan Payments, will speak Tuesday, March 3, 2026, at the FinAi Banking Summit. 

    The event will take place March 2-3, 2026, at the Westin Denver Downtown.  

    View the full event agenda here. 

    Matthew McCown, executive director of the data and analytics team, J.P. Morgan Payments

    McCown will speak on the panel “AI strategy at scale: Lessons from global banks” at 11 a.m. local time. He will be joined by Prageeth Sandakalum, vice president and principal product manager for digital, data and AI at U.S. Bank. 

    During the session, panelists will discuss:  

    • Aligning technology with business strategy; and 
    • Developing data-driven products at scale. 

    McCown joined J.P. Morgan in 2018 and has since held several roles within payments data and analytics where he leads the team of product analysts, data scientists and technologists.  

    J.P. Morgan ranked first across innovation, leadership and transparency in think tank Evident AI’s 2025 Evident AI Index released in October.  

    “We are proud to be recognized once again as a leader in leveraging AI for the benefit of our employees, clients and communities,” Chief Data and Analytics Officer Teresa Heitsenrether said in an October statement. 

    The $4 trillion bank’s AI efforts include the October rollout of its AI-driven LLM Suite, which has led to quantifiable efficiency gains.  

    Register here for early-bird pricing for the inaugural FinAi Banking Summit 2026, taking place March 2-3 in Denver. View the full event agenda here. 

    Whitney McDonald

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  • December FinAi Transactions: Red Rocks Credit Union, Interface.ai launch AI agent

    Red Rocks Credit Union teamed up with Interface.ai to develop an AI agent for the credit union’s call center.  Since the launch of Roxie, the credit union’s AI agent, just over two weeks ago, the agent has handled 10% of customer calls end-to-end, Chief Executive Darius Wise told FinAi News.  Although Roxie is handling call volume, the $330 million, Denver-based credit union does […]

    Whitney McDonald

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  • First Citizens Bank Head of AI Ash Kaduskar to speak at FinAi Banking Summit

    First Citizens Bank Head of AI Ash Kaduskar will speak at the FinAi Banking Summit on March 2, 2026. 

    The summit, which takes place March 2-3, 2026, at the Westin Denver Downtown, will bring together a community of executives, technologists and decision-makers across the FinAi ecosystem.

    Ash Kaduskar

    Kaduskar will speak on the panel “The future of financial services in the age of AI” on Monday, March 2, at 1:30 p.m. local time. He will join Wendy Cai-Lee, chief executive at Piermont Bank, and Kevin Green, chief marketing officer at Hapax, to discuss:  

    • The reality of ROI in AI banking; 
    • Finding efficiencies; and  
    • Approaching strategic planning. 

    View the full agenda here.  

    Kaduskar recently joined First Citizens Bank, where he is building out the AI and data analytics teams.  

    He shared on LinkedIn that he is hiring for: 

    • AI portfolio management leader; 
    • AI community of practice leader; and 
    • AI data science leader. 

    Kaduskar previously held data and analytics roles at EY, PNC Mortgage, JPMorgan Chase and HSBC Card Services, according to LinkedIn. 

    Register here for early-bird pricing for the inaugural FinAi Banking Summit 2026, taking place March 2-3 in Denver. View the full event agenda here.  

    Whitney McDonald

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  • Valley Bank Head of AI & Automation Nick Lachman to speak at FinAi Banking Summit

    Nick Lachman, head of AI and automation at Valley Bank, will speak at the FinAi Banking Summit in Denver on March 3, 2026. 

    Nick Lachman, head of AI and automation, Valley Bank

    FinAi Banking Summit, which takes place at the Westin Denver Downtown, brings together a curated community of executives, technologists and decision-makers across the FinAi ecosystem.

    Lachman will speak on the panel “Gen AI in the ring: Fight against fraud” on Tuesday, March 3, at 1:15 p.m. local time. He joins Austin Capital Bank founder and Chief Executive Erik Beguin on the panel.  

    During the session, panelists will address: 

    • Identifying gen AI-driven fraud; 
    • How to fight advanced threats with emerging technology; and 
    • Enhancing AML, fraud prevention and regulatory reporting.  

    The $62 billion Valley Bank has been investing in anti-money laundering capabilities, including the use of an AI AML agent from digital solutions provider WorkFusion, FinAi News previously reported. In January, the bank credited the agent for a 65% reduction in false positives.  

    Lachman joined the Morristown, N.J.-based bank in 2024. Previously he was vice president of data platform solutions at BNY Pershing and data analytics manager at Fulton Bank. 

    Register for the FinAi Banking Summit here to take advantage of early-bird pricing. 

    Whitney McDonald

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  • Austin Capital Bank CEO Beguin to speak at FinAi Banking Summit

    Austin Capital Bank co-founder and Chief Executive Erik Beguin will speak at the inaugural FinAi Banking Summit in Denver on March 3, 2026. 

    The summit, which takes place at the Westin Denver Downtown, brings together a curated community of executives, technologists and decision-makers across the FinAi ecosystem.

    CEO Erik Beguin

    Beguin will speak on the panel “Gen AI in the ring: Fight against fraud” on Tuesday, March 3, at 1:15 p.m. local time. Panelists will address: 

    • How to identify gen AI-driven fraud; 
    • How FIs are fighting advanced threats with emerging technology; 
    • Enhancing AML, fraud prevention and regulatory reporting. 

    Fraud increased 25% year over year in 2024 to $12.5 billion, according to FTC data.  Beguin and his team work to deploy emerging technology to keep that threat at bay. Austin Capital Bank’s security efforts include the July launch of its Fort Knox High Security Savings Account, which introduces friction to digital banking processes to fight fraud.   

    Register for the FinAi Banking Summit here to take advantage of early bird pricing. 

    Whitney McDonald

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  • Citi Ventures’ Jelena Zec to speak at FinAi Banking Summit

    Jelena Zec, director of venture investing at Citi Ventures, will speak at the inaugural FinAi Banking Summit in Denver on March 3, 2026. 

    FinAi Banking Summit will bring together a curated community of executives, technologists and decision-makers across the FinAi ecosystem.

    Jelena Zec, Citi Ventures

    Zec will speak on the panel “The next 5 years in FinAi” on Tuesday, March 3, at 4:15 p.m. local time. Panelists, including BankTech Ventures’ investor Katie Quilligan, will address: 

    • What to watch for in AI development;  
    • Assessing startups; and  
    • Balancing technology realities in the AI revolution. 

    View the full event agenda here.  

    Citi Ventures’ recent investments include agentic AI startup Spinwheel, according to FinAi News reporting. The VC arm of $1.8 trillion Citi has also invested in short-term financing fintech Defacto, fraud fintech IVIX and payments company OneText, according to Crunchbase. 

    Register for the FinAi Banking Summit here to take advantage of early-bird pricing. 

    Whitney McDonald

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