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Speaking Fintech: Integrating AI, NLP, Conversational and Voice



Betaworks Studio 29 Little W 12th St, New York, NY 10014 · New York, NY
New York, NY 10014
United States


Monday, October 21, 2019 -
6:00pm to 9:00pm


Our expert speakers will cover the spectrum of a modern financial experience from conversational AI, voice branding/earcons, & AI decision intelligence.

**You must have ticket at Eventbrite to attend not just Meetup RSVP:

Event Schedule:

6:00 PM Networking & Food, Beer
6:30 PM Kickoff & Sponsors (VoiceOfTheFlashBriefing and Betaworks Studios)
6:35 PM Joti Balani, Managing Director at Freshriver, Inc.
6:55 PM Chris Butler, Chief Product Architect at IPsoft
7:15 PM Naftali Cohen, AI Research at JP Morgan
7:30 PM Dexter Garcia, Co-Founder and Creative Director at Audio UX
7:40 PM Panel Discussion

Presentation Summaries:

Talk 1 - Joti Balani, Freshriver, Inc.

The financial sector is investing in conversational AI initiatives to improve customer experience and further monetize service offerings. How is this new digital channel different from web and mobile and how can creating a multidisciplinary team and holistic bot design help?

Talk 2 - Chris Butler, IPsoft

How do you build financial experiences that effectively combine the power of humans and machines, especially when emerging technologies like machine learning and AI are involved? Due to the complexity of interactions and the significance of the impact, the answer isn't straightforward. Exploring the expectations for the humans and machines in the world of finance and banking can lead to potential solutions.

Talk 3 - Naftali Cohen, JP Morgan

AI for decision intelligence

Talk 4 - Dexter Garcia, Audio UX

Audio Branding for Voice Banking: How Small Sounds Have A Huge Impact. As financial institutions like Visa and MasterCard flock to Audio Branding and earcons, Dexter Garcia breaks down the strategy behind these marketing campaigns and how they are advantageous moves at the rise of voice banking experiences.

Speaker Bios:

Joti Balani is managing director of which focuses on building custom, human-centered Enterprise grade bots that generate economic and brand value while being emotionally intelligent. She has helped B2B and B2C enterprises build data-driven, CX-focused product portfolios leveraging Conversational AI, mobile and cloud services. She has led product and technology innovation at both startup and Fortune 1000 enterprises including Citigroup, the American Red Cross, AT&T, Texas Instruments, Zayo group, Medocity, Anexinet and Cross River Fiber. She has an MBA from Univ. of Dallas and B.Sc. Computer Science from University of Bahrain, Arabian Gulf. She founded the Sisters Circle, a nonprofit dedicated to empowering women and children with education and opportunity.

Chris Butler is IPSoft's Chief Product Architect. Chris has over 19 years of product and business development experience at Microsoft, KAYAK, and Waze. He first got introduced to AI through graph theory and genetic algorithms during his CS Engineering degree at Boston University. Before IPsoft he was Philosophie's director of AI where he created techniques like Empathy Mapping for the Machine and Confusion Mapping to create cross-team alignment while building AI products.

Naftali Cohen is a research scientist at AI Research, JP Morgan. He has over ten years of R&D work in numerical modeling, predictive analytics, machine learning, and AI in both academic and industrial settings.

Before joining JP Morgan, Dr. Cohen worked as an academic researcher at Yale University and Columbia University. He holds a Ph.D. in Applied Mathematics from the Courant Institute of Mathematical Sciences - NYU. Dr. Cohen is a MacCracken fellow and an elected member of the International Space Science Institute.

Dexter Garcia is Co-Founder and CSO at Audio UX. Dexter is an audio branding strategist developing sonic identities for global brands.

This event is made possible with the support of and Betaworks Studios.