Unique Research · Insight / Event preview · July 15, 2024
AI is becoming a key lever for financial institutions to raise efficiency, service quality, and risk management. Unique Research, together with Lanma Tech (Unique Partner, co-organizer), Shenqing Tech, and Tianxin Tech, presents Fintech Momentum: AI in Financial Innovation and Services — bringing finance experts, technologists, and enterprise leaders to explore AI for process optimization and better customer experience via cases, demos, and deep discussion (personalization, robo-advisory, risk, compliance monitoring).
What you’ll get
- How AI helps institutions understand customers and markets
- Precision marketing and CRM with AI
- Innovation in product design, risk, and compliance checks
- Networking with industry leaders for partnership opportunities
Speakers & topics
“LLM practice in the securities industry” — Chai Zhiwei, founder & CEO, Shenqing Tech. Focuses on commercializing frontier AI in finance, retail, power. Ex-IBM Global Business Solutions R&D director; head of Shanghai AI Development Lab; solutions for ICBC, CCB, Citi, Guotai Junan, Walmart, State Grid, and other Global 500s.
“LLM-based AI agents in finance” — Zhou Jian, founder & CEO, Lanma Tech (Unique Partner). SJTU CS B.S./M.S.; 2002 ACM ICPC world champion (first Asian team). Joined Google U.S. HQ 2006 (Chinese web search quality); later R&D director / CTO roles at Alibaba Cloud, MediaV, Yitu, Hongji RPA. Decade of serial entrepreneurship; Yitu employee #10; Hongji RPA CTO — deep AI, big data, enterprise software track record.
“AIGC video interactive marketing for finance” — Guo Erdong, partner, Tianxin Tech. BUPT graduate; 20 years telecom/internet (Alcatel-Lucent Shanghai Bell, ASK-CS, EDDA, GENBAND). Leads Tianxin smart interactive marketing in finance; projects with Cigna & CMB, China Insurance, ZhongAn, Weixin Finance, PPDai; drives product planning and go-to-market.
Agenda
- 14:00–14:30 Check-in
- 14:30–15:10 Securities LLM practice (Chai)
- 15:10–15:55 LLM agents in finance (Zhou)
- 15:55–16:35 AIGC video interactive marketing (Guo)
- 16:35–16:45 Break
- 16:45–17:30 Roundtable
Registration channel in original Chinese post / images (3 images in source).
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