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AWS Financial Services Cloud Symposium Online

Join us for the annual AWS Financial Services Cloud Symposium, a free virtual conference designed for executives and professionals in the financial services industry seeking new strategies to drive business transformation. This symposium will give you a behind-the-scenes look at how Financial Services organizations are growing their businesses on AWS. Whether you are new to the cloud or an advanced user, the AWS Financial Services Cloud Symposium will inspire you to accelerate your cloud journey and leave you with a greater understanding of how advances in cloud technology can help solve your business challenges.

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Industry tracks
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Q&A with AWS experts
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Learn about actionable best practices
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Hear from AWS Consulting and Technology Partners
Why You Should Attend
Session content has been specifically designed for you to hear from Financial Services institutions and partners about how AWS helped them to achieve their business goals. Come hear how AWS can accelerate your cloud journey.
Who Should Attend
Whether you are an Executive, Line of Business Owner, or an IT Professional, we have content specifically designed to inform, educate, and engage you with innovative ideas, business oriented use cases, and case studies based on proven technologies that solve Financial Services challenges.

Agenda Details

30 minutes

Opening Remarks and Keynote

Speaker:

Scott Mullins, Head of Worldwide Business and Market Development, AWS Financial Services

Regional Industry Spotlights

Speakers:

Laurence Thiery, Head of Asia Pacific Business and Market Development, AWS Financial Services

Stephen Schmidt-Tank, Head of EMEA Business and Market Development, AWS Financial Services

30 minutes

FinTech Panel: How fintechs around the world are innovating with AWS


Come learn why three fintech startups chose to build their businesses on AWS and how being cloud native enables them to innovate while meeting the regulatory requirements of their customers. Finxact (US) provides banks with a next-generation cloud-native core platform. Tink (Sweden) is a leading European Open Banking Platform that enables banks, fintechs, and startups to develop data-driven financial services. Verrency (Australia) standardizes the secure delivery of services to banks to drive increased customer engagement and differentiation.

Speakers:

Jim Joyce, Co-founder and CTO, Finxact
Fredrik Hedberg, Co-Founder and CTO, Tink
David Link, CEO, Verrency
Kathryn Van Nuys, Global Head of Fintech Startup Business Development, AWS

  • Track 1: Modernize Legacy Systems & Processes
  • Track 2: Meeting Changing Customer Expectations
  • Track 3: Harness Data to Drive Growth
  • Track 4: Build and Maintain a Secure, Well-governed Environment
  • Track 1: Modernize Legacy Systems & Processes
  • Track 1: Modernize Legacy Systems & Processes

       
       
    30 minutes

    Modernize manual document workflows with AI and serverless architecture patterns

    Effectively and efficiently extracting useful information from large documents like regulatory filings, contracts, loan applications, bank statements, and even images is integral to day-to-day operations in the Financial Services industry. But the mechanisms financial institutions rely on to process these documents are manual, time-consuming, and error-prone. Machine Learning techniques such as Optical Character Recognition and Natural Language Processing can enable organizations to extract text from millions of documents quickly, confidently, and securely. But to do so, these organizations first need to implement intelligent governance programs that allow business users to collaborate with technologists to drive data quality. This session will show how to build a data catalog and establish data lineage as a foundation for document-processing pipelines.

    Speakers: 

    David Kheyman, Community Solutions Architect, AWS
    Mojgan Ahmadi, Principal Solutions Architect, AWS

       
    30 minutes

    Morgan Stanley’s journey to migrate its Equities Risk Grid to the AWS Cloud

    Morgan Stanley has established a cloud-first strategy designed to enable more resilient, scalable, and cost effective alternatives to meet ever growing compute and data requirements.  Calculating the firms’ risk positions in a timely manner, a very compute intensive operation, is a prime example of this need. Learn how the Morgan Stanley team re-factored a key risk calculation platform for their equities business to run at scale on AWS. In this session the team will describe how it leveraged several AWS services, including EC2 Spot, to migrate a portion of the existing High Performance Compute footprint to AWS to meet growth requirements in a cost efficient manner.

    Speakers:

    Vikas Chawla, Executive Director,  Morgan Stanley
    Anthony Galleno, Principal Solutions Architect, AWS

       
    30 minutes

    Global Payments' Journey to modernize its issuer processing infrastructure with AWS

    Global Payments is continuing on a strategic cloud journey to modernize its processing infrastructure with AWS. This is a transformational project involving not only technical teams from Global Payments and AWS, but also Business Development, Compliance, Regulatory, Information Security, and Relationship Management and Sales. Given the level of sensitivity regarding card and transactional information behind payment processing solutions, moving payment processing applications and capabilities to the cloud requires a close collaboration to ensure all of these key aspects are covered. Global Payments will share their experience with AWS throughout this cloud journey, and their impressions of their secure, reliable, and innovative payment solutions at scale to future-proof payments technologies.

    Speakers:

    Paul Daffin, Chief Product Officer, Global Payments/TSYS, Issuer Solutions
    Scott Carter, Chief Technology Officer, Global Payments/TSYS, Issuer Solutions

  • Track 2: Meeting Changing Customer Expectations
  • Track 2: Meeting Changing Customer Expectations

       
       
    30 minutes

    How John Hancock is enhancing the customer and employee experience by modernizing its contact center

    John Hancock sought to replace an outdated, on-premises contact center platform with a scalable, cloud-based solution that could improve the customer experience and integrate with Salesforce. They deployed Amazon Connect to over 600 agents and immediately saw a range of benefits, including a fast implementation of chat capabilities to help with COVID volumes, more personalized customer interactions through sentiment analysis and voice-enabled self-service, and an improved agent experience with efficient tools at their fingertips. John Hancock's Average Handle Time decreased, NPS scores increased, and call center and telephony costs went down. They are planning a global deployment in 2021.

    Speakers: 

    Kedar Jalihal, AVP, Principal Product Owner, Connect and Contact Center, John Hancock
    Shaughn McCluskey, Go-To-Market Specialist for Insurance, AWS

       
    30 minutes

    Partnering with AWS to accelerate Wise achieving its mission

    Wise (formerly Transferwise) are on a mission to make the movement of money instant, transparent, and eventually free, no matter where you are based. Learn why cloud adoption supports this mission and how Wise can aspire to being eventually free.
    Harsh Sinha (CTO) and Fiedhilm O'Neill (Director of Platform Engineering) discuss their cloud journey--scaling up to drive down cost, leveraging speed-to-market with increasing reliability expectations, and how customer transparency works.

    Speakers:

    Harsh Sinha, CTO, Wise
    Feidhlim O'Neill, Director of Platform Engineering, Wise

       
    30 minutes

    How customers can benefit from Murex MX.3 SaaS on AWS

    Confidence is key when running applications that are mission critical to financial services; customers demand SaaS solutions that meet the highest standards and enable them to respond at speed to constantly changing market conditions. Hear how Murex, the global leader in trading, risk management, and processing solutions for capital markets, built MX.3 SaaS on AWS, enabling customers to take advantage of Murex’s highly scalable, resilient, agile, and secure platform. MX.3 is a mission-critical platform that covers all asset classes and is trusted by financial organizations globally to run trading, treasury, risk and post-trade operations.

    Speakers:

    Arnaud de Chavagnac, Head of Cloud, Technology and Services Marketing, Murex
    Charlie Sanderson, Principal Partner Development, AWS

  • Track 3: Harness Data to Drive Growth
  • Track 3: Harness Data to Drive Growth

       
       
    30 minutes

    Driving innovation in Insurance with data analytics at Sun Life Financial

    Sun Life Financial is a client-obsessed global enterprise that has transformed the way it utilizes digital data and analytics to help those clients achieve lifetime financial security and live healthier lives. By migrating disparate legacy data to a scalable AWS data lake, Sun Life realized a 300-percent increase in capacity and performance of its data and analytics capabilities. They have now deployed an ecosystem of AI/ML capabilities which they are integrating with their business processes, including fraud detection, next-best-offer functionality, and actuarial analytics. As a result, Sun Life have transformed the company culture to one that is focused on innovation and experimentation.

    Speaker:

    David Atkinson, Vice President, Data and Analytics, Sun Life
    Jayme Hart, Industry Specialist - Insurance, AWS Financial Services

       
    30 minutes

    Planning FINRA’s Future Search powered by Amazon Kendra and Neptune

    FINRA invests in the next frontier of user enablement by unlocking users’ ability to search data available to them. Like many large enterprises, FINRA wants to make productive use of information scattered across many data stores within their organization. Amazon Kendra is an easy-to-use intelligent search service, powered by machine learning, which enables your applications and end users to search content repositories of unstructured data buried in multiple locations. FINRA conducted experiments on how they can leverage search across many applications, including Amazon Neptune knowledge graphs, and will use this session to discuss their experiences, lessons learned, and path forward.

    Speakers:

    Blayze Stefaniak, Senior Solutions Architect, AWS
    Dmytro Dolgopolov, Senior Director, FINRA
    Daniel O’Brien, Director, FINRA

       
    30 minutes

    How Morningstar innovates with data on AWS

    Access to vast amounts of data, data science, and analytics are becoming distinguishing factors of success. Morningstar built their Notebooks Platform, fueled by a data lake on AWS, in order to enable financial services users of all skill levels to dynamically query data from different sources. With speed, flexibility, and ease, users can combine and integrate data sets, run analytics, prepare reports, and create shareable live code and visualizations. James Rhodes, CTO of Morningstar, will discuss why they chose to build Notebooks on AWS and how it empowers customers to meet fast-evolving regulatory requirements or satisfy their appetite for ESG investing.

    Speaker:

    James Rhodes, CTO, Morningstar

  • Track 4: Build and Maintain a Secure, Well-governed Environment
  • Track 4: Build and Maintain a Secure, Well-governed Environment

       
       
    30 minutes

    Provable Security: The What’s, Why’s and How’s for Financial Services Companies

    Provable security is a concept that uses automated reasoning to prove desired security properties within a system. This session will discuss why provable security is important for regulated financial institutions and how financial institutions can leverage AWS services such as AWS Audit Manager, AWS Config Managed Rules, Macie, GuardDuty, S3 and others, to strengthen their security posture. 

    Speaker: 

    John Carlson, Principal, Global Financial Services Industry Lead (Security Assurance), AWS

       
    30 minutes

    Centralised governance though Global Cloud Services at HSBC

    In the past, organizations have had to choose between innovating faster and maintaining control over cost, compliance, and security. With AWS Management and Governance services, AWS helped HSBC to build a centralised Governance though Global Cloud Services at HSBC. This allows HSBC to innovate and control costs at the same time. With AWS, HSBC can enable, provision, and operate their environment for both business agility and governance control.

    Speakers:

    Ian Haynes, CTO, Global Cloud Services, HSBC
    Rowan Taylor, Senior Manager, AWS Financial Services

       
    30 minutes

    How Fidelity Investments democratized cloud operational insights

    At re:Invent 2020 Fidelity Investments introduced our enterprise-wide cloud observability solution. In this session, we will review key points of that solution and also discuss how we make it easier for teams to gain insight into the performance of our environment. We will demonstrate our solution: a simple, easy-to-maintain single pane of glass that relies on serverless technologies including AWS Lambda, Step Functions, Athena, and Quicksight, to provide anyone from development teams to business leaders the ability to analyze cloud operational data and derive key insights to drive decision-making and planning across the enterprise.

    Speakers:

    David Jackson, Director, Cloud Architecture, Fidelity Investments
    Alan Harney, Principal System Engineer, Fidelity Investments

30 minutes

Product Session: How AWS is innovating to support its Financial Services customers


At AWS we are constantly experimenting and innovating on behalf of our customers. This session will review how our newest services and features are helping Financial Services companies to innovate and transform, from scaling their use of advanced analytics and machine learning capabilities to making it easier to connect digitally with your customers.

Speaker:

John Lucking, Principal Solutions Architect - Financial Services, AWS

Event Speakers

Scott Mullins
Scott Mullins | AWS
Opening Remarks and Keynote
Laurence Thiery
Laurence Thiery | AWS
Regional Industry Spotlight - APAC
Stephan Schmidt-Tank
Stephan Schmidt-Tank | AWS
Regional Industry Spotlight - EMEA
Mojgan Ahmadi

Mojgan Ahmadi
AWS

David Atkinson

David Atkinson
Sun Life Financial

John Carlson

John Carlson
AWS

Scott Carter

Scott Carter
Global Payments/TSYS

Vikas Chawla

Vikas Chawla
Morgan Stanley

Paul Daffin

Paul Daffin
Global Payments/TSYS

Arnaud de Chavagnac

Arnaud de Chavagnac
Murex

Dmytro Dolgopolov

Dmytro Dolgopolov
FINRA

Anthony Galleno

Anthony Galleno
AWS

Alan Harney

Alan Harney
Fidelity Investments

Jayme Hart

Jayme Hart
AWS

Ian Haynes

Ian Haynes
HSBC

Fredrik Hedberg

Fredrik Hedberg
Tink

David Jackson

David Jackson
Fidelity Investments

Kedar Jalihal

Kedar Jalihal
John Hancock

Jim Joyce

Jim Joyce
Finxact

David Kheyman

David Kheyman
AWS

David Link

David Link
Verrency

John Lucking

John Lucking
AWS

Shaughn McCluskey

Shaughn McCluskey
AWS

Feidhlim O'Neill

Feidhlim O'Neill
Wise

Daniel O’Brien

Daniel O’Brien
FINRA

James Rhodes

James Rhodes
Morningstar

Charlie Sanderson

Charlie Sanderson
AWS

Harsh Sinha

Harsh Sinha
Wise

Blayze Stefaniak

Blayze Stefaniak
AWS

Rowan Taylor

Rowan Taylor
AWS

Kathryn Van Nuys

Kathryn Van Nuys
AWS

Frequently Asked Questions

Q: Where is the AWS Financial Services Cloud Symposium hosted?
A: The AWS Financial Services Cloud Symposium is a free online conference. After completing the online registration, you will receive a confirmation email containing the instructions that you will need to access the virtual event platform.

Q: Who should attend the AWS Financial Services Cloud Symposium?
A: The AWS Financial Services Cloud Symposium is designed for business and technical professionals from Financial Services organizations.

Q: How technical is the content?
A: The content is business oriented and is not designed for in-depth technical learning. There will be opportunities to follow up with AWS experts to gain a deeper understanding of each solution.

Q: Will I get a confirmation of my AWS Financial Services Cloud Symposium registration?
A: After completing the online registration process, you will receive a confirmation email.

Q: How do I access the event?
A: After completing the online registration form you will receive a confirmation email. The email will prompt you to set a username and password. You will access the event using the “Access the Event” link in the confirmation email the morning of the event. If you have any questions or encounter any issues, contact us at aws-fsi-marketing@amazon.com.

Q: I'm having issues accessing the event, what should I do?
A: If the “Access the Event” link does not take you directly to the event please try opening the link in incognito/private browser and try again.

Q:  What do I do if I have not received my access link?
A: To access the event, please find your login link in the confirmation email, which came from AWSFSICloudSymposium@theonlinexpo.com. This login link is unique to you. If you cannot find the email in your inbox, please check your spam/junk folder. If you want to register with a new email address, please re-register above. If you continue to have issues, please contact us at aws-fsi-marketing@amazon.com.

Q: How can I contact the online conference organizers?
A: If you have questions that have not been answered here, please contact us at aws-fsi-marketing@amazon.com.