The 411 on A.I. in Financial Services

RECORDING: September 20, 2017
TIME: 11:00 AM - 12:00 PM CT

Sponsored By:

Artificial intelligence (A.I.) is a huge buzz word in financial services today. But what does it really mean for financial institutions? A.I. has been in play for over 50 years, but with the advance of new, cheaper and more evolved technology, as well as the huge amounts of available data, A.I. is now coming into its own.

Join us for this complimentary BAI webinar to hear from financial services experts who will share their insights and perspectives on A.I. and how it can be leveraged to better address and create a differentiated experience and value in a commoditized marketplace. 

Key Takeaways:

  • An understanding of what A.I. is and what it is not
  • How this technology can be best applied to retail and business banking services
  • What you need to do within your organization to take advantage of all that A.I. has to offer

Matteo Rizzi

Matteo is a polyglot executive (Italian, English, French and Spanish) with 20+ years of experience in technology and financial services.

In his 13 years at SWIFT, the global financial cooperative, Matteo covered various positions in sales and global account relationship, and in 2007 he founded, the communication platform 2.0 to foster interactive dialogue in the SWIFT financial community.

In 2008 he co-founded Innotribe, the innovation arm of the cooperative. Soon after he launched the Innotribe Startup challenge, the first global challenge for fintech entrepreneurs, as well as the Enablers group, a cross-industry group mentoring Innotribe and SWIFT on strategy and financial trends.

In 2013, Matteo became a Partner in SBT Venture Capital, one of the first funds (100 m USD) solely dedicated to Series A FinTech investment.

SBT Venture Capital has made some ten investments in promising start-ups to date. Financial News has nominated Matteo as one of the 40 most influential fintech executives in Europe, and Bank Innovation (US publication) named him in the “30 Innovators to watch in 2014, shaping the industry”.

Matteo holds a University degree in Computer Science (University of Genova) and a Post-graduate in Financial Transactions (Solvay Business School).

Passionate about business and social networks, he created in 2003 the world largest Italian expat portal, called

Eugene Geis
Director, Data Science
Deluxe Corporation

Central New Jersey born and bred all the way through to a Rutgers education. A talent in math and curiosity about nature led to research at a particle collider, followed by a physics PhD. Eager to leave the shadows of the lab, teaching and coaching in his hometown public school system brought him back to Earth. After consulting for a magnetometry startup and experiencing the calamity of data-driven public policy being led by the blind, Eugene was inspired to return for more school to learn why “Data is the new oil”. A successful stint with an insurance company cultivated the opportunity to vault into his current position at Datamyx, A Deluxe Company, where the latent synergies of the sum of his previous experiences really came to life. Leading a team of utility players catalyzing the data-driven insights within the terabytes of credit and demographic data, his cross-team work keeps him in engaged with sales, strategy, program management, product, data engineering, as well as our IT groups; Eugene’s Data Science team provides the expertise which allows Deluxe FS Marketing to maximize our clients’ profitability through powerful solutions, pursuing optimal ways to connect the right people to the right products at the right time

Eran Livneh
Vice President of Marketing, Personetics

For over 25 years, Eran Livneh has been a driving force behind the go-to-market strategies of industry-transforming enterprise software companies. Throughout his career, Eran has been instrumental in harnessing innovative analytics and AI technologies into market-leadership positions with companies such as ClickSoftware, Demantra (acquired by Oracle), Earnix, and Nipendo. He is a well-published author on the topic of B2B marketing, as well as a recipient of several marketing awards. Eran holds a BSc in Management and Economics from Tel Aviv University and an MBA from UCLA Anderson School of Management.

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