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.


The AWS Financial Services Cloud Symposium will take place on May 24, 2022, at Convene at Brookfield Place (225 Liberty Street, NYC). The agenda will run from 9:00 AM EST to 4:00 PM EST, with a networking reception immediately following.

Registration is now closed

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 learn how AWS can help you on your cloud journey.
Who Should Attend
Whether you are an Executive, Line of Business Owner, or a Senior IT Professional, we have content specifically designed to inform, educate, and engage you with innovative ideas, business-oriented use cases, and case studies.

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


  • Customer Experience
  • Customer Experience Track

    Remove friction and accelerate speed to market: Transforming customer and employee experiences
    30 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.


    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.


    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.


    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.


    Shihas Vamanjoor, Vice President, Data & Technology, Prudential
    Prasanna Sridharan, Sr. Data & Analytics Architect, AWS

  • Innovation
  • Innovation Track

    Revolutionize your business: Harnessing the cloud to experiment and innovate
    30 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.


    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.


    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.


    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.


    Rebecca Sundheim, Head of Developer Experience, Vanguard

    Michael Bakay, IT Project Manager, Vanguard

  • Modernization
  • Modernization Track

    Future-proof IT: Modernizing legacy applications
    30 minutes

    Mastercard’s journey from on-premises to an ML-enabled SaaS solution for fraud detection

    Brighterion, 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.


    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.


    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.


    Girish Maraliga, SVP, Head of Architecture & Platforms, Fidelity

  • Security & Compliance
  • Security & Compliance Track

    From obligation to advantage: New approaches to security and compliance
    30 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.


    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.


    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.


    Gerum Haile, Vice President – Chief Architect and Technical Fellow, USAA

  • 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.


    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.


    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


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

2022 FSI parking details

Nearby Bus Stations 

Vessy Street & West Street South End Avenue & Gateway Plaza Vessy Street & North End Avenue

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


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.

Frequently Asked Questions

Q: Where will the AWS Financial Services Cloud Symposium be held?
A: The AWS Financial Services Cloud Symposium is being hosted in-person in NYC at Convene at Brookfield Place (225 Liberty Street, NYC).
Q: Who should attend the AWS Financial Services Cloud Symposium?
A: The AWS Financial Services Cloud Symposium is designed for senior executives and professionals from financial service organizations.
Q: How technical is the content?
A: The content is business outcome-oriented and is not designed for in-depth technical learning. However, there will be opportunities to connect with AWS solutions architects and financial service subject matter experts to gain a deeper understanding of each solution.
Q: What is the registration fee for this event?
A: The AWS Financial Services Cloud Symposium is a free event.
Q: What health and safety measures will be taken at the event? 
A: The health and safety of our customers, partners, and employees remains our top priority. At AWS Financial Services Cloud Symposium, the following health measures will be in place. All attendees are required to comply with the health measures. Revisions will be made in accordance with guidance from the Centers for Disease Control (CDC) and federal, state, and local requirements.
  • Vaccinations­
    All 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.­­

  • Testing opt-out
    Badge 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.­­
Q: How can I contact the event organizers?
A: If you have questions that have not been answered here, please contact us at .