Trusted data and AI are the main ingredients for a successful digital transformation. To scale AI, you need to overcome the challenges of talent scarcity, data complexity and trust.

The Data and AI Virtual Forum series from IBM offers insight into how to tackle the talent, trust and data barriers to AI. Experience client stories, hear from financial services and insurance industry leaders, and understand how IBM can help you accelerate your journey to AI.


Trustworthy AI: Forging the future of banking, insurance and financial markets

Across financial services, organizations are blazing a new trail — one that strikes a balance between GRC and innovation. In an era of heightened risks and rewards, how does trustworthy AI turn what can feel like a fire walk into a sure-footed path? What’s the payoff?

This session steps through the principals of governed data and AI technologies within an open and diverse ecosystem rooted in ethical principles. Hear how you can put them into practice at scale for empowered compliance, competitive advantage and customer lifetime value.


  • Manav Misra, Chief Data and Analytics Officer, Regions Bank  
  • Bjarne Nelson, Information Technology Architect, UBS  
  • Brandon Purcell, Principal Analyst, Forrester
  • Amit Saxena, Global Deputy Chief Technology Officer, State Bank of India
  • Seth Dobrin, PhD, Global Chief AI Officer, IBM 
Person using an automated teller machine

Closing keynote

Spatial collapse: The great acceleration of turning data into an asset

For the first time in our lives, we’re grappling with spatial collapse … and the experience is weird, hard and utterly exhausting. Sheltering in place, working from home and interacting mostly through screens has disrupted the mental models we once used to navigate our lives and run our businesses. In this enlightening talk about the data implications of the current COVID-19-driven phenomenon, Tricia addresses how spatial collapse accelerates data as an asset. There is no better time than now for companies to use data to create value for customers, but the territory is filling up with new players and new business models alongside new regulations and customer expectations. Tricia directs our attention to specific areas that organizations need to prioritize to take advantage of this moment to help ensure that they can use data not only to survive, but thrive. 


  • Tricia Wang, Co-founder, Sudden Compass, Global Tech Ethnographer
Tricia Wang, Co-founder, Sudden Compass, Global Tech Ethnographer

Session tracks

Define your future now with Data and AI

Track 1 - Reduce monetary, regulatory and reputational risk

How to build multidisciplinary teams to deploy AI-enabled operations

What does it take for businesses to scale impactful AI-enabled operations while reducing risk? Join Paolo Sironi, Global Research Leader of Banking and Financial Markets at IBM, as he discusses how IT can establish close relationships with corporate governance teams to provide ethical oversight for AI applications to address data privacy, decision rights and transparency. 


  • Beth  Rudden, Distinguished Engineer - Offering Leader AI at Scale, Trusted AI, IBM  
  • Paolo Sironi, Global Research Leader, Banking and Finance, IBM 


Ease and automate your compliance burden using data and AI

By embedding AI into GRC processes, organizations can identify new patterns and mitigate emerging threats, while also eliminating the manual process of reviewing charts and spreadsheets. In this session, you'll learn about best practices from Citi, KPMG and SureStep Systems Integration to better understand, visualize and govern your data with AI.


  • Kelly Combs Eshelman, Director,  KPMG
  • C. Michael Gibbs, President and CEO, SureStep Systems Integration
  • Joshua Goldsmith, Business Analytics Senior Group Manager, Citi
  • Christophe Delaure, Senior Product Manager, OpenPages, IBM
  • Rodney Rideout, GRC Strategy, Risk and Compliance Strategy,  IBM


Why Associated Bank reimagined its data architecture with IBM

The divided landscape of traditional analytics architectures has often resulted in data duplication, latency and undue complexity. Hear why Associated Bank unified their ability to explore, refine and train models on semistructured data within data lakes as well as their business intelligence and reporting data warehouses.


  • Steve Lueck, Director of Data Management, Associated Bank
  • Vikram Murali, Vice President of Software Development, IBM Data and AI, IBM


Innovate with de-identification: How Rabobank tackles consumer privacy

As the need to enhance the customer experience rises, so does use of personally identifying information (PII) used in AI modeling. With data privacy regulations growing, organizations must balance compliance with innovation needs. Join this fireside chat to hear how Rabobank automates data privacy, enabling high usability of their sensitive data through de-identification and delivering business growth. 


  • Ralph van Beek, DevOps Architect, Rabobank  
  • Jessie Yang, Product Manager, Data Privacy for CP4D, Optim, IBM 

Track 2 - Unify access to all data across the organization

Unlock data to navigate market disruption and drive business agility

As businesses seek to drive digital transformation and keep up with rapidly evolving markets, they're recognizing new opportunities to unleash the full value of their data. In this session, Forrester Research and IBM will discuss the principles for building a modern platform that unifies access to data in a hybrid cloud world and the innovation that it fuels.


  • Gene Leganza, VP, Research Director, Forrester  
  • Tony Giordano Senior Partner, Practice Leader Data Platform Services, IBM


Modernizing your data architecture for digital transformation

Digital transformation is key to relevance and competitive advantage in the challenges of a worldwide pandemic. In this session, you’ll understand First Interstate Bank’s journey to building a data strategy with a modernized data architecture, distributed data topology and DataOps practices to deliver business-ready data for consumption of AI applications in their self-service call center functions. 


  • Josh Boten, SVP, Chief Data and Analytics Officer, First Interstate Bank 
  • Tim Davis, Executive Director, Data and AI Architecture WorldWide, IBM


Ensure your AI is trustworthy by automating model lifecycle governance

When deploying AI at scale, the infrastructure and expertise needed to instill trust in models and their output is critical. Learn how IBM Research and product engineering is helping a leading US bank create an AI Governance hub for automated testing, validation, monitoring and active enforcement of policies, irrespective of where models are built or deployed.


  • Chun Schiros, SVP, Data Science Manager, Regions Financial
  • Sivakumar Anne, Data Science Architect, IBM


How ING implemented a data fabric to conquer data complexity

The move to cloud and a growing data landscape are creating unprecedented challenges to understand, govern and use data across multiple clouds and on-premises data lakes. These factors are why businesses are implementing a data fabric to automate data discovery, governance and consumption across their hybrid cloud data estate to quickly turn data into value.


  • Ferd Scheepers, Chief Information Architect and Chief Architect Group Functions, ING
  • Oliver Claude, Hybrid Cloud Data Fabric Product Owner, IBM

Track 3 - Integrate AI capabilities into existing workflows

How one bank is redefining customer experiences using AI

Amidst the uncertainty and disruption created by COVID-19, customers are seeking improved digital services from the comfort of their homes. Learn how Canadian Imperial Bank of Commerce (CIBC) is integrating AI capabilities into existing workflows to better meet their customers’ changing needs and remain competitive in a shifting market.


  • Sarah Kirzinger, Sr. Director, Digital Strategy & Innovation, CIBC
  • Manish Goyal, Senior Partner, Global AI Practice Leader, IBM


Answers in times of need: How advanced data analytics and automated planning impacts insurance

Fostering long-term relationships is key to understanding how to serve the needs of insurance customers. Discover how Sterling Technology works with NFP Corp. to modernize and automate their planning process, allowing immediate access to data to easily generate plans, forecasts, dashboards and reports with the help of IBM Planning Analytics with Watson® and IBM Cognos® Analytics.


  • Jerry Endlich, Partner & Engagement Manager, Sterling Technology Group
  • Keri Olson, Director, Product Management, IBM 


Digital transformation of financial planning and analysis (FP&A)

Accurate forecasting drives reliable, data-driven decisions. But too often, the work is created in an ad hoc manner and siloed across business units. Organizations need financial models that inform business strategy at the speed and insight of true innovation. Hear how Genworth is using IBM Planning Analytics with Watson to transform their approach to FP&A. 


  • Joe Grabowski, Application Development Manager, Genworth  
  • Matthew Chalmers, North America Business Analytic Sales Leader, IBM 


Understand the language of business with natural language processing

Leaders across financial services and insurance are applying natural language processing (NLP) to detect emerging trends, perform predictive analytics and gain operational insights. Join Citigroup to learn how NLP is helping auditors evaluate risk control, meet regulatory obligations and derive insights from within their workflows.


  • Marc Sabino, Chief Auditor, Innovation, Citigroup
  • Ritika Gunnar, VP, Expert Labs, IBM

Track 4 - Scale AI to accelerate digital transformation

Using AI to pursue strategic opportunities and drive business results

Annual investments in AI applications crossed the USD hundred-billion-dollar mark in 2019 and is growing at more than 17% a year. Join senior technology experts from IBM and IDC as they share insights into how thriving organizations are successfully deploying high-impact, AI-enabled operations across the enterprise. 


  • Ritu Jyoti, Program Vice President, Worldwide Artificial Intelligence and Automation Research Practice Global AI Research Lead, IDC 
  • Cathy Reese, Senior Partner - AI & Analytics Practice Leader, IBM 


AI drives drastic cost savings and boosts customer service for banks

According to Autonomous Next Research, AI is projected to save the banking industry USD 447 billion by 2023. Hear how Trustee Savings Bank (TSB) deployed AI with IBM Watson® Assistant and IBM Watson® Discovery to improve customer service, empower agents and financial managers, and lower their bottom line.


  • Suresh Viswanathan, Chief Operating Officer, TSB
  • Kristen Summers, Distinguished Engineer, Cloud and Cognitive Expert Labs, IBM


Empower lines of business with AI for decision making and operations with Palantir

Hear from experts in this fireside chat how IBM and Palantir are coming together to bring an AI-infused solution to empower staff in all lines of business, regardless of technical skills, improve decisions and productivity through AI. Topics will include Customer360, dynamic segmentation, AI automation and the value of low-code/no-code app development.


  • Angela Gentry Yue, Commercial Business Leader, Head of Financial Services, Palantir
  • Kristen McGarry, Industry CTO, Financial Services - Data Science and AI Apps, IBM
  • Michelle Pellegrin, Director, Palantir Partnership, IBM


Using AI and natural language processing to improve customer service

Organizations are turning to AI to better support customers but have historically faced challenges integrating AI with existing systems and workflows. Hear how Fiserv, a global fintech and payments company, saw an opportunity to adjust their call center strategy and improve customer self-service with conversational AI and natural language understanding.


  • Ryan Susman, Director, AI/ML Development, Contact Service Technology, Fiserv
  • John Thomas, Distinguished Engineer and Chief Data Scientist, IBM

Watch on demand

Learn how AI can help resolve industry challenges, define your future and create lifetime customer value.