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  • 08:00 - 08:45

    Registration & Coffee in the Exhibition Area

  • 08:45-08:55

    Chair’s Opening Remarks

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  • 08:55-09:00

    Speed Networking – Making new connections at CDAO FS Europe!

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    During this 10-minute networking session, the aim of the game is to go and meet two people you don't already know.  Have fun! 

  • 09:00-09:45

    Panel:Foundations First: Building Data-Ready Financial Institutions

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    • Establishing robust data governance as the cornerstone of transformation. 
    • From siloed data to a unified architecture: Laying the groundwork. 
    • Educating teams and aligning leadership around data literacy. 
    • The role of compliance and regulation in shaping data infrastructure. 
    • Why strong fundamentals are critical before scaling AI initiatives. 

    Speakers: 
    Hardik Nimbark-Vice President Data Lead, FIM Bank 

    Izabela Halewska- IT Director Data Integration, Zurich Insurance 

  • 09:45-10:15
    amit nandi

    Presentation: Operationalizing Agentic AI: Unlocking Scalable Business Impact

    Amit Nandi - Vice President Solutions & Data Architect - Barclays Investment Bank

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    As enterprises push beyond traditional machine learning into the realm of autonomous AI agents, today’s MLOps platforms are being stretched to their limits. New demands—like managing prompt versioning, orchestrating agent behavior, and ensuring governance across increasingly complex AI systems—signal the need for a new operational paradigm.

    In this forward-looking session, Amit Nandi explores what it takes to evolve enterprise architecture for the Agentic AI era. Drawing from his work designing systems where humans interact with autonomous agents through LLM interfaces—and where domain-specific Large Quantitative Models (LQMs) and specialized Small Language Models (SLMs) are coordinated by agents—Amit will share a practical vision for the next generation of AI infrastructure.

    From rethinking the five foundational layers of AI (Infrastructure, Data, Code, Models, and UI) to introducing AgentOps as a distinct discipline focused on orchestration, memory, and real-time feedback loops, this talk delivers a blueprint for building scalable, human-aligned AI systems.

    What you'll learn:

    • How to align technical foundations for scalable, agent-driven AI adoption
    • Where MLOps ends and LLMOps or AgentOps begins—and why it matters
    • What’s needed to support multi-agent systems with real-time collaboration and adaptation
    • How to future-proof your AI stack for human-in-the-loop and autonomous use cases

    Whether you're modernizing infrastructure, operationalizing LLMs, or preparing for the next wave of AI agents, this session offers both strategic insight and hands-on guidance.

     

  • 10:15-10:45
    Julien Levis

    Presentation: Cybersecurity and Data Integrity in High-Risk Financial Environments

    Julien Levis - Group Head of Data Privacy - EFG Bank

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    • Preventing financial data breaches in an age of advanced persistent threats 
    • Data lineage and traceability: Knowing where your risk lives 
    • Cyber risk modelling with AI and real-time signals 
    • Cloud resilience strategies for critical financial workloads 
    • Cross-border coordination: How to align on data security in pan-European institutions 

    Julien Levis- Group Head of Data Privacy, EFG Bank  

  • 10:45-11:15

    Mid-Morning Coffee & Networking in the Exhibition Area

  • 11:15-11:45

    Expert Ask-Me-Anything on AI Ethics, Data Governance & Privacy

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    An informal, interactive session where attendees ask questions directly to an AI ethics and data privacy expert. The expert will answer questions on the fly, providing practical insights and advice on navigating regulations and building trustworthy AI systems. 

    Norman Stuertz - Chief Data & Analytics Officer, St. Galler Kantonalbank AG 

  • 11:45-12:30

    Panel: From Hype to Impact: Scaling AI Responsibly

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    • Building AI governance frameworks to ensure compliance and manage risk. 
    • Establishing the right people, roles, and tech accelerators for scalable AI. 
    • Showcasing real-world GenAI use cases driving value in financial services. 
    • Evaluating the readiness of AI agents for real-world financial applications. 
    • Creating a sustainable feedback loop between AI adoption and business outcomes. 

     

    Speakers: 
    Francesco Di Costanzo – Chief Executive Officer, JAJA Finance 

    Lisa Zimmerman- Data & AI Lead, PostFinance 

    Amit Nandi- Vice President Solutions & Data Architect, Barclays Investment Bank 

  • 12:30-13:30

    Lunch & Networking in the Exhibition Area

  • Track A: Data Transformation, Risk Mitigation & Strategic Growth

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  • 13:30-14:00
    Pranava Balakrishnan

    Presentation:Leveraging Data Analytics for Strategic Decision Making in 2025: What's Next?

    Pranava Balakrishnan - Executive Director GenAI lead - UBS

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    • The latest trends and technologies shaping data-driven decision-making. 
    • How financial services are utilizing data analytics to gain a competitive edge. 
    • Transformative techniques in data analysis to drive strategic insights. 
    • Key factors driving the evolution of decision-making processes in 2025. 
    • The future of financial services through data-led strategies and innovation 
  • 14:00-14:45
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    Group Discussion: Data Resilience in an Uncertain Europe: Navigating Economic and Regulatory Volatility

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    • How to build data architectures that are adaptable to regulatory change (MiCA, DORA, etc.) 
    • Managing fragmented compliance demands across European jurisdictions 
    • Stress-testing your data infrastructure for macroeconomic shocks 
    • Leveraging data to support strategic agility in times of instability 
    • From Brexit to inflation: Aligning data strategies with market unpredictability 

    Speakers: 

    Christophe Makni – Head of Data & Automation, Migros Bank 

  • 14:45-15h30
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    Group Discussion: From Hype to Value: Making Generative AI Work in Financial Services

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    • Real-world use cases: KYC, reporting automation, client advisory 
    • Human-in-the-loop: balancing automation with expert oversight 
    • Deployment challenges: data quality, hallucinations, security 
    • Measuring ROI: productivity, customer impact, cost savings 

     

    Speakers: 
    Francesco Di Costanzo – Chief Executive Officer, JAJA Finance 

    Vivek Nema- Director of AI, UBS 

    Christophe Makni – Head of Data & Automation,        Migros Bank 

     

  • Track B: Data Governance, Compliance & Ethical AI

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  • 13:30-14:00
    Panel Discussion

    Panel: Data Culture and Talent: Empowering the Organization

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    • From analysts to data citizens: Scaling data use across teams. 
    • Building high-performing data teams: Skills, roles, and structures. 
    • Fostering a culture of experimentation and agility. 
    • Upskilling in AI and analytics: What financial leaders need to know. 
    • Retaining talent in a competitive tech-driven market. 
       
      Speakers: 
      Petr Polášek- Director of Analytics, Smava 

              Izabela Halewska- IT Director Data Integration, Zurich Insurance 

  • 14:00-14:45
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    Group Discussion: Embedded Finance & Open Data Ecosystems: Rethinking Financial Distribution

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    • Open Finance in practice: Building real value from data sharing 
    • Embedded finance as a data challenge: Partnerships, APIs, and control 
    • How to ensure customer trust in distributed financial ecosystems 
    • Navigating consent, security, and ownership in open data flows 
    • Real-time intelligence in third-party channels: Managing quality and risk 

    Speakers: 

    Guilhem Sirven- Head of Digital Innovation and Trendscouting, BCV- Banque Cantonale Vaudoise 

  • 14:45-15:30
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    Group Discussion: Data Ethics and AI Governance in a Regulated Industry

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    • Building ethical AI frameworks tailored for financial institutions. 
    • Navigating GDPR, DORA, and other evolving compliance landscapes. 
    • Creating explainable and auditable models: AI transparency in action. 
    • Bias, fairness, and accountability: New standards in AI risk management. 
    • Internal governance vs external regulation: Finding the right balance. 

     

    Speakers: 

    Norman Stuertz - Chief Data & Analytics Officer , St. Galler Kantonalbank AG 

    Izabela Halewska- IT Director Data Integration, Zurich Insurance 

     
  • 15:30-16:00

    Afternoon Break & Networking in the Exhibition Area

  • 16:00-16:30
    Neha Tharini

    Presentation: Autonomous AI Agents Revolutionizing Claims & Underwriting in Reinsurance

    Neha Tharani - Vice President - Data Engineering - Swiss Re

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    • Leveraging AI agents to streamline claims processing and operational costs. 
    • Enhancing stakeholder experience and underwriting with contract intelligence by parsing treaties and contracts to detect ambiguities, exclusions, or silent exposures. 
    •  Unlocking strategic value by accelerating business processes, scaling operations efficiently, and driving better loss ratio management. 
    • Dynamically monitor emerging signals like social inflation or economic indicators and adapt exposure assumptions in real time. 
  • 16:30-17:00
    roundtable

    Round table: Closing Spotlight – Generative AI in Action: Delivering Real Value in Financial Services

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    • Scaling GenAI use cases from prototype to production 
    • Human-in-the-loop: Ensuring oversight and risk control 
    • Regulatory reporting and compliance automation 
    • Hyper-personalized client engagement 
    • Data quality, security, and hallucination management 
    • Measuring ROI: productivity, cost savings, and client outcomes 

     

    Speakers: 

    Pranava Balakrishnan- Executive Director GenAI lead- UBS  

    Christophe Makni – Head of Data & Automation, Migros Bank 

  • 17:00-17:30

    Round table: Closing Spotlight – Generative AI in Action: Delivering Real Value in Financial Services

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    • Scaling GenAI use cases from prototype to production 
    • Human-in-the-loop: Ensuring oversight and risk control 
    • Regulatory reporting and compliance automation 
    • Hyper-personalized client engagement 
    • Data quality, security, and hallucination management 
    • Measuring ROI: productivity, cost savings, and client outcomes 

    Speakers: 

    Christophe Makni – Head of Data & Automation, Migros Bank 


  • 17:30-17:45

    Chair's Closing Remarks

  • 17:45-18:45

    Networking drinks and Prize Draw

  • 18:45

    END OF CDAO FS EUROPE