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AWS Financial Services Cloud Symposium
Please join us for the 2022 AWS Financial Services Cloud Symposium: an invitation-only, in-person event designed for executives and professionals in the financial services industry seeking new strategies to drive business transformation. 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.
Registration is now closed
Agenda Details
Check back for additional updates on our agenda!
9:00 AM |
Check-in, continental breakfast |
9:30 AM – 11:45 AM | General sessions |
11:45 AM – 12:15 PM |
Breakout sessions |
12:15 PM – 1:15 PM |
Networking lunch |
1:15 PM – 4:00 PM |
Breakout sessions |
4:00 PM – 6:00 PM |
Networking reception |
Sessions
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Customer Experience
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Innovation
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Modernization
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Security & Compliance
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Sponsor Sessions
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Customer Experience
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Customer Experience Track
Remove friction and accelerate speed to market: Transforming customer and employee experiences30 minutes How Truist accelerated new digital experiences amid a merger
Truist Financial (formerly BB&T and SunTrust) wanted to bring new digital experiences to their millions of clients while integrating backend systems following the merger. Learn how Truist used Amazon Web Services to develop a client-facing digital experience on top of multiple systems of record, enabling them to grow their base of digitally active consumers and innovate at a fast pace using their Digital Straddle approach. Truist will also share how they are transforming their contact center into an AI-enabled customer service platform.
Speaker:
Ken Meyer, CIO Consumer Technology, Truist
30 minutes How the Clearing House creates frictionless experiences for their bank customers
The Clearing House was established nearly 170 years ago to address the chaos of gold exchanges that erupted each day on the streets of New York City. Today, it is the operator of ACH, check image, wire, and real-time payments networks that clear and settle more than $2 trillion each day. And its mission is the same: Remove friction from the payments experience for financial institutions and their customers. In this session, learn how TCH developed a secure, cloud-native payment messaging strategy with AWS that enables real-time payments and accelerates the customer on-boarding process from months to weeks.
Speaker:
Elena Whisler, SVP Sales & Relationship Management, The Clearing House
30 minutes How Liberty Mutual empowers developers to drive innovation
Liberty Mutual is the sixth largest property and casualty insurer globally, helping millions of customers protect their homes, cars, and businesses. Over the past decade it has driven more innovation than ever before in its 110-year history, with the growing need to offer 24x7 digital customer interactions. In this session, learn how Liberty Mutual built an internal solution on AWS, using AWS Cloud Development Kit and AWS Serverless Application Monitor, that empowers its developers to rapidly experiment, develop, and launch new digital applications in a just few days, with minimal code required. The results are leading to improved experiences across the lifecycle, including a serverless call center that can process a claim in less than four minutes.
Speaker:
Matt Coulter, Senior Architect, Liberty Mutual
30 minutes How Prudential’s data platform drives inclusive innovation at scale
Prudential Financial is over 145 years old and is a global leader in investment, insurance, and retirement products and solutions. Prudential’s greatest strength is their diverse workforce and inclusive work environment. For the creation of their new AWS-based Enterprise Data Platform, they took a unique approach, leveraging and maximizing a diverse employee skill-set, resulting in an increased participation in data innovation for a range of use cases. In this session, you’ll learn how Prudential built this platform on AWS and the ways it is being used across the business, by both business and technology users, to harness data and improve internal and customer-facing experiences.
Speakers:
Shihas Vamanjoor, Vice President, Data & Technology, Prudential
Prasanna Sridharan, Sr. Data & Analytics Architect, AWS -
Innovation
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Innovation Track
Revolutionize your business: Harnessing the cloud to experiment and innovate30 minutes How Global Payments accelerates innovation on AWS
Global Payments acquisition of industry leading, card-issuing technology provider, TSYS, created a catalyst for innovation and transformation. As a result, TSYS executed a landmark partnership with AWS to migrate its payment workloads to the cloud. In this session, learn how TSYS is modernizing their issuer processing platform and innovating by building a multi-region active-active architecture, leading to improved throughput, availability, and response times. We’ll walk through how TSYS leveraged AWS services like DynamoDB, EKS, and others to build a highly resilient, scalable and secure architecture to support the massive scale of one of the world’s largest financial services providers.
Speakers:
Scott Carter, CTO, Global Payments
Raghu Ram Bongula, SVP Engineering, Global Payments
30 minutes How Nomura built a next-generation time series Metrics-as-a-Service
Nomura is a global financial services group with an integrated network spanning over 30 countries and regions. Nomura needed a solution to monitor performance of their on-premise infrastructure for capacity planning, spotting bottlenecks, and debug performance issues by aggregating time-series metrics from thousands of servers and desktops globally. In this session, Nomura will share how they decided to adopt AWS services after trying to build a solution on-premises. With AWS, Nomura was able to build a dashboard and support ad-hoc queries, leading to reduced operational overhead, increased scalability to handle spikes and improved backlog processing.
Speakers:
Andy Coates, Executive Director – Global Head of Infrastructure Development, Nomura
Arnav Khare, Principal Solutions Architect, Global Financial Services, AWS
30 minutes How MunichRe built an insurance-focused IoT solution on AWS
Come learn how MunichRe built an IoT sensor solution on AWS to help its customers prevent property damage and avoid loss for the property-casualty insurance industry, which results in fewer claims, better customer experience, and innovative new insurance products. In this session, the team will describe how it leveraged several AWS solutions, including secure edge device connectivity, ingestion, storage, and IoT data analytics to build the capability to analyze IoT for insurance companies.
Speaker:
Lewis Wight, CTO, Meshify HSB (Munich Re Group)
30 minutes How Vanguard sped up its internal approval process for using AWS services
Vanguard, one of the world’s leading investment management companies, wanted to accelerate its cloud journey by streamlining its internal approval processes to use AWS services. The approval process used to take several months involving a group of architects. This prompted Vanguard to create a new mechanism called the BOAT (Bring on Advanced Technology), which enables AWS services to be used for use case validation within seven days. Come learn how Vanguard streamlined the process and collaborate with its AWS team to quickly get services approved for use after launch.
Speakers:
Rebecca Sundheim, Head of Developer Experience, Vanguard
Michael Bakay, IT Project Manager, Vanguard
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Modernization
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Modernization Track
Future-proof IT: Modernizing legacy applications30 minutes
Mastercard’s journey from on-premises to an ML-enabled SaaS solution for fraud detectionBrighterion, a Mastercard Company, sought to migrate its credit card fraud detection workloads from on-premises to AWS to address scalability limits and growing customer demand. Hear how Mastercard built a new SaaS solution leveraging Artificial Intelligence on AWS. With AWS, the company was able to innovate, transform, and re-architect these workloads into a scalable, secure, PCI-DSS compliant and resilient service. The company uses AWS services such as API Gateway, EKS, NLB, EC2, MSK and is deployed in three AWS regions.
Speaker:
Manu Thapar, CTO, Mastercard, AI and Security
30 minutes How Fannie Mae is modernizing its people, processes, and technology with AWS
Fannie Mae will discuss how migrating to the cloud and modernizing its systems is enhancing its business agility and providing a strong digital foundation to further its mission of affordable housing. With AWS, Fannie Mae is increasing speed-to-market for its customers and leveraging serverless to scale to meet business needs, while lowering costs. In addition to modernizing, Fannie Mae has transformed its organization and culture by maturing its operating and governance models.
Speaker:
Arif Sattar, Senior Director, Single-family Technology, Fannie Mae
30 minutes Fidelity Asset Management's equity trading platform goes all-in on migration to AWS
Hear how Fidelity’s Asset Management business unit completed the migration of its equity trading platform to AWS. Fidelity migrated its core order management system for Fidelity’s equity trading desk to AWS, including trade orders across 5,000 to 6,000 fund-level trades, and impacting several dozens of trading associates across Asia, Europe, and the Americas. With this migration, the company is running mission-critical services on AWS, utilizing Amazon EKS-based solutions and many message-based services.
Speaker:
Girish Maraliga, SVP, Head of Architecture & Platforms, Fidelity
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Security & Compliance
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Security & Compliance Track
From obligation to advantage: New approaches to security and compliance30 minutes Santander's journey to achieving security-at-scale on AWS
In this session, you will learn how Santander leveraged a corporate landing zone to accelerate AWS adoption in their local operating entities while maintaining the highest security standards. We will explore Santander’s strategy to improve their security posture with a well-architected, multi-account cloud environment and lessons learned for governance at scale in a highly regulated and federated organization.
Speakers:
Luis Enriquez Mata, Group VP – CTO for Cloud, Infrastructure & Automation, Santander
Jorge Alvarez Fernandez , Global Head of Public Cloud Architecture, Santander
30 minutes Cloud Fast Track: Goldman Sachs's Continuous Deployment Platform
Learn about Cloud Fast Track, the fully managed continuous deployment platform Goldman Sachs is building on AWS to accelerate secure cloud deployments at scale. The custom platform allows their developers to access pre-approved infrastructure options that are continuously evaluated to meet the firm’s compliance and regulatory requirements using Policy-as-Code. In this session, we will discuss the platform design, implementation, and challenges the firm faced during the platform roll out. We will also share customer success stories featuring the firm’s internal teams and explore potential opportunities to collaborate with peers trying to solve similar problems in the Financial Services industry.
Speakers:
Shubham Shukla, Vice President, Goldman Sachs
Ryan McDonough, Vice President, Goldman Sachs
30 minutes How USAA is paving the road for cloud-based innovation & system modernization with secure and compliant guardrails
USAA is one of the leading providers of insurance, banking, investment, and retirement solutions to members of the US military, veterans, and their families. In this session, learn how building a standardized, repeatable, compliant, and secure environment on AWS enables USAA to leverage the cloud for some of its core workloads.
Speaker:
Gerum Haile, Vice President – Chief Architect and Technical Fellow, USAA
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Sponsor Sessions
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Sponsor Sessions
30 minutes How Hyland helped FINRA to securely manage their most critical applications
In this session, Hyland will share how running on AWS has enabled it to collaborate with FINRA to detect, deter, and discipline misconduct and protect America’s financial system. Working under the supervision of the Securities and Exchange Commission, FINRA’s objectives are to write and enforce rules governing the ethical activities of all registered broker-dealer firms and registered brokers in the U.S., verify compliance of those rules, and ensure transparency in all market activities. By working with Hyland, FINRA is able to process more than 600 billion transactions daily through sophisticated, secure, market leading technology and technology partnerships.
Speaker:
Steve Comer, AVP – Financial Services and Insurance, Hyland
30 minutes How the Options Clearing Corporation modernized its clearing technology
The Options Clearing Corporation (OCC), the world’s largest equity derivatives clearing organization, clears millions of transactions each day across options, futures, and stock loan products with a system designed to safeguard the integrity of each contract. In this session, you will learn how the OCC worked with AWS Premier Partner, Ness Digital Engineering, to successfully drive their Modern Renaissance Initiative to replace the company’s core clearing, data, and risk platforms with a highly modular system that allows for agility and scale through market volatility, as well as the ability to deliver near-real time risk management.
Speakers:
Peter Meulbroek, Global Head of Cloud and Data, Ness
Dave Hoag, Chief Information Officer, OCC
Amy McCormick, Managing Director, Market Risk and Default Management, OCC
Sponsors



Venue & Travel
The AWS Financial Services Cloud Symposium will be hosted on May 24, 2022, at Convene at Brookfield Place (225 Liberty Street, NYC). The venue is in Brookfield Place in Manhattan’s Financial District.
Nearby Subway Lines

Nearby Bus Stations
Parking Details
SP+ Parking 225 Liberty Street New York, NY 10281
SP+ Parking 250 Vessey Street New York, NY 10281
Gateway Plaza Garage 339-345 South End Avenue New York, NY 10280
Accommodations
If you are traveling from out of town, please review Convene’s hotel partners below. AWS does not have a hotel room block for this event.
- Millennium Hilton New York Downtown: 55 Church Street, New York, NY 10007 – 0.4 miles from venue
- Conrad New York Downtown: 102 North End Ave, New York, NY 10282 – 0.2 miles from venue
- Four Seasons Hotel New York Downtown: 27 Barclay Street, New York, NY 10007 – 0.4 miles from venue
- The Beekman, a Thompson Hotel: 123 Nassau Street, New York, NY, 10038 – 0.6 miles from venue
Frequently Asked Questions
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VaccinationsAll badge holders at AWS Financial Services Cloud Symposium must be full vaccinated against COVID-19 prior to checking in at the event. Fully vaccinated is defined by the Centers for Disease Control (CDC) as 2 weeks after receiving recommended doses in their primary series of the COVID-19 vaccine.
A record of COVID-19 vaccination must be provided at onsite check-in to receive a badge. Acceptable records include the attendee’s physical COVID-19 vaccination/immunization card or digital COVID-19 certificate, COVID-19 vaccine certificate, a photo of the attendee’s COVID-19 vaccination/immunization card, or a digital verification of the attendee’s COVID-19 record from a smartphone application. The name on the attendee’s vaccination record must match their government-issued ID.
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Testing opt-outBadge holders who are attending the AWS Financial Services Cloud Symposium who choose not to show a record of being fully vaccinated against COVID-19, are able to attend if the attendee provides a record of a negative COVID-19 test. The name on the attendee’s test record must match their government-issued ID.
Acceptable negative test results are limited to polymerase chain reaction (PCR) and antigen test results provided by a third-party laboratory no more than 24 hours prior to the start of the event for an antigen test and 72 hours for a PCR test. Self-administered tests will not be accepted.