Wednesday
October 7
11:00 AM Registration Opens
1:15 PM Opening Remarks
1:30 PM – 2:15 PM Session 1: Panel
The AI-powered lender: A senior lending executive’s playbook
- Eliminating friction across lending workflows
- Designing the AI-enabled lending organization
- How AI can be customized across lending verticals – commercial, auto, mortgage, personal
PANELISTS:
2:15 PM – 2:45 PM Session 2
Fireside Chat
FinAi Lending Summit features a frank one-on-one conversation on AI in lending and the future of financial services technology.
2:45 PM – 3:15 PM Afternoon coffee break
Sponsored by:
3:15 PM – 3:45 PM Session 3: Presentation
AI in action: Building agentic workflows in modern lending
- How agentic AI can transform fragmented lending processes
- Deploying agents to triage applications and validate documentation
- Breaking down the tech stack upgrades necessary for agentic systems
3:45 PM – 4:45 PM Session 4
The FinAi solution room
During this interactive session, receive immediate, actionable advice from peers that are navigating how to deploy emerging technology within lending processes. Share lessons learned, brainstorm potential resolutions and walk away with new approaches to problem solving.
5:00 PM Cocktail Reception
Join us at the FinAi Lending Summit Opening Cocktail Reception for great drinks, great conversations, and an even better start to the summit.
Thursday
October 8
8:00 AM Registration Opens
8:00 AM Breakfast
Sponsored by:
9:00 AM Welcoming remarks
9:10 AM – 9:40 AM Session 5
Fireside Chat
A second, frank one-on-one conversation on AI in lending and the future of financial services technology with Wendy Cai-Lee, Founder & CEO of Piermont Bank.
9:40 AM – 10:25 AM Session 6: Panel
Beyond credit scores: AI underwriting to drive smarter, fairer and more-profitable lending
- How AI uses real-time cash flow data to assess true repayment ability
- Expanding access while managing risk and minimizing credit losses
- Understanding how to test, design, and monitor AI-driven underwriting models and custom scorecards
PANELISTS:
10:25 AM – 11:00 AM Coffee Break
Take a break, grab a coffee, and visit with exhibiting sponsors.
11:00 AM – 12:00 PM Session 7: Panel
Capacity unlock: Handling credit demand spikes with AI-based ops tools
- Modulating loans per employee with AI
- Absorbing volume changes without adding fixed costs
- Deploying AI-driven assistants and agents to maximize efficiency
PANELISTS:
12:00 PM – 1:15 PM Networking Lunch
Sponsored by:
1:15 PM – 2:00 PM Session 8: Panel
Deploying AI for anomaly and complex pattern detection in loan fraud
- Innovations in real-time risk scoring
- Reducing false positives
- Examples of how AI is improving fraud prevention now
PANELISTS:
2:00 PM – 3:00 PM Session 9: Demos
Emerging technology showcase
During this session, attendees will experience demos of technologies from a curated selection of startups focused on FinAi lending.
PARTICIPATING COMPANIES:
3:00 PM – 3:30 PM Coffee Break
3:30 PM – 4:15 PM Session 10: Panel
The future of lending compliance in the age of AI
- The reality of implementing gen AI in commercial deals with large data inputs
- Removing loan compliance roadblocks and labor chokepoints
- Adding speed while maintaining compliance
PANELISTS: