Transforming the Financial Services Digital Landscape Starts Here

A Millennium Alliance team member will be available at our registration desk right outside of the session rooms to assist executives with checking in and to answer any questions that may come up throughout the duration of the Assembly.

Our executive education roundtables are 1-hour conversations moderated by an industry thought leader. During these open discussions, our attendees have the opportunity to chat about the most relevant and current topics in the industry and share their thoughts with their peers.

Key Discussion Points:

• Revolutionizing customer interactions with AI applications in personalization, virtual assistants, and predictive analytics across retail and services
• Enhancing operational efficiency with AI-driven automation, supply chain optimization, and predictive maintenance in manufacturing and logistics
• Driving innovation in industries like healthcare, finance, and education through AI-powered diagnostics, fraud detection, and adaptive learning platforms

Key Discussion Points:

• Strengthening customer trust by implementing advanced digital identity solutions that enhance security and reduce fraud
• Leveraging biometrics, blockchain, and AI-driven tools to create seamless and secure customer authentication experiences
• Navigating regulatory requirements and global standards for digital identity to ensure compliance and interoperability across markets

Key Discussion Points:

• Enhancing customer experiences with generative AI applications in personalized financial advice, chatbots, and dynamic content creation
• Streamlining internal processes by leveraging generative AI for document generation, fraud detection, and predictive analytics
• Balancing innovation and risk by implementing robust governance frameworks to ensure ethical and compliant use of generative AI tools

Key Discussion Points:

• Transforming customer engagement by integrating financial services seamlessly into non-financial platforms and ecosystems
• Leveraging data analytics and APIs to deliver personalized, real-time financial solutions directly to consumers
• Addressing regulatory and security challenges to ensure trust and compliance in embedded finance offerings

Key Discussion Points:

• Leveraging new tools to automate data preparation, analysis, and visualization for actionable insights
• Empowering employees at all levels to make informed decisions through self-service analytics and intuitive interfaces
• Integrating augmented analytics into existing workflows to enhance agility, scalability, and cross-functional collaboration

Key Discussion Points:

• Designing tailored financial products and services that address the unique needs of an aging population, such as retirement planning and healthcare financing
• Leveraging technology and data analytics to provide personalized advice and support for long-term financial security
• Building inclusive strategies to engage older demographics while addressing accessibility, trust, and digital literacy barriers

Key Discussion Points:

• Shifting from transactional outsourcing to strategic partnerships that align with long-term business goals and innovation
• Establishing clear governance frameworks to ensure collaboration, accountability, and risk management in outsourced IT relationships
• Leveraging outsourcing to access specialized expertise, drive digital transformation, and enhance operational agility while maintaining control over core functions

Key Discussion Points:

• Exploring use cases for tokenization in asset management, payments, and securities to unlock liquidity and drive innovation
• Implementing secure and scalable tokenization platforms while addressing challenges in interoperability and regulatory compliance
• Building trust in tokenized assets by ensuring transparency, risk management, and robust governance frameworks

A casual opportunity for executives to network with their peers with the opportunity to enjoy beer, wine, signature drinks, and light appetizers.

A formal sit down event that includes a three-course dinner, followed by an address from our Keynote Speaker.

A buffet-style breakfast where executives can enjoy the most important meal of the day, followed by a Keynote Panel.

Key Discussion Points:

• Exploring the dual impact of AI on society, balancing unprecedented opportunities with potential risks and ethical dilemmas
• Addressing concerns around bias, privacy, and accountability to ensure AI development aligns with human values and fairness
• Preparing for the socio-economic shifts driven by AI, including workforce transformation, regulation, and global competitiveness

Our roundtables are 1-hour conversations led by a fellow executive or one of our C-Level technology partners. During these open discussions, our attendees have the opportunity to chat about the most relevant and current topics in the industry and share their thoughts with their peers.

Key Discussion Points:

• Implementing cost optimization strategies such as rightsizing, workload prioritization, and leveraging reserved instances to maximize cloud ROI
• Adopting FinOps practices to improve visibility, accountability, and financial management of cloud expenditures across the organization
• Balancing cost reduction efforts with maintaining performance, scalability, and innovation to ensure long-term business value

Key Discussion Points:

• Collaborating with your HR & Talent Acquisition teams to implement AI-powered recruitment tools to streamline talent acquisition, enhance candidate matching, and reduce bias in hiring processes
• Developing comprehensive retention strategies focused on upskilling, career growth, and fostering a culture of innovation
• Leveraging AI-driven tools for identifying skill gaps and creating personalized learning paths to ensure a future-ready workforce

Key Discussion Points:

• Establishing robust data governance frameworks to ensure quality, accessibility, and security for AI-driven innovation
• Leveraging diverse, high-quality datasets to train generative AI models for improved accuracy and creativity
• Integrating generative AI tools into workflows to enhance productivity, personalization, and decision-making across business functions

Our roundtables are 1-hour conversations led by a fellow executive or one of our C-Level technology partners. During these open discussions, our attendees have the opportunity to chat about the most relevant and current topics in the industry and share their thoughts with their peers.

A buffet-style lunch where executives can recharge and prepare for the second half of the day.

Key Discussion Points:

• Evaluating core competencies and resource availability to determine when to build in-house solutions versus purchasing off-the-shelf products
• Assessing the strategic value and long-term scalability of partnerships to supplement internal capabilities
• Balancing cost, speed, and customization needs while aligning technology decisions with business objectives

Key Discussion Points:

• Integrating AI-driven automation to streamline back-office operations, reduce costs, and enhance operational efficiency
• Leveraging machine learning models for improved risk assessment, fraud detection, and personalized financial services
• Fostering a data-driven culture by upskilling teams and ensuring AI strategies align with long-term business goals and regulatory requirements

Key Discussion Points:

• Leveraging cloud infrastructure to scale AI model training, accelerate development cycles, and reduce time-to-market
• Integrating cloud-native AI tools and services to streamline deployment, monitoring, and management of AI applications
• Optimizing data storage and processing capabilities in the cloud to support large-scale AI workloads and enhance model performance

Key Discussion Points:

• Simplifying AI concepts and demystifying jargon to enable non-technical stakeholders to engage confidently in AI initiatives
• Identifying practical AI use cases that align with business objectives and deliver measurable value
• Establishing a framework for ethical AI adoption, emphasizing transparency, fairness, and accountability

We’re always striving to make our Assemblies the best they can be and kindly ask each attendee to complete a brief feedback survey on the sessions & meetings they attended. As a token of our appreciation, everyone who submits their feedback packet is then entered into a raffle drawing for a $1,000 Airbnb gift card. We close out Day 2 of the Assembly by drawing the winning ticket and thanking our valued members & partners.