Name: Leveraging FDC3 to Enable AI Agent Navigation - Sara Swanson; Lokeshwar Manoharan; Ajay Mehta & Abhishek Pandey, JPMorgan Chase
Start: 2024-10-01T11:50:00-0400
End: 2024-10-01T12:20:00-0400

September 30 - October 1, 2024 | New York, New York
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Note: The schedule is subject to change.

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Tuesday October 1, 2024 11:50am - 12:20pm EDT

Music Box

In this session, you will learn how we have enabled AI Agent Navigation across our financial desktop platform.

Well-defined FDC3 intents can enable generative navigation, improving the Copilot experience on our platform, Connect Coach. FDC3 standards have enhanced interoperability between financial applications, allowing seamless communication and data sharing. However, discovering specific actions or operations (intents) remains challenging, causing friction in user experiences. Our Connect Platform has over 500 intents based on user navigation patterns and demands. We have integrated Large Language Models (LLMs) into the intent discovery process to increase user efficiency. LLMs can interpret user needs expressed in natural language and determine the most relevant intents.

Learn more about how we did this and our vision to use FDC3 to enable a "self-driving" experience for our users.

Speakers

Sara Swanson

Executive Director, Product Design, JPMorgan Chase

Sara is a Product Design Director at JP Morgan, leading design for Advisors, Clients, and Client Service for the Global Private Bank. Her expertise centers on the intersection of design and engineering to operationalize design at scale for enterprise systems. She is passionate about... Read More →

Ajay Mehta

Head of Engineering - Connect Platform, JPMorgan Chase

Ajay is the Head of Engineering for the Connect Platform which enables rapid federated development and provides a unified user experience for JPMorgan’s Global Private Bank and Wealth Management businesses. Ajay has over 18 years of Wealth Management technology experience. Prior... Read More →

Abhishek Pandey

Engineering Lead - Connect Platform, JPMorgan Chase

Abhishek is an engineering lead on Connect Platform used by over 30k users. Abhishek have over 20 years of industry experience in building applications for wealth management business.

Lokeshwar Manoharan

Vice President, JPMorgan Chase

Lokesh is a seasoned professional with over 15 years of experience in technology and the banking sector. Currently serving as Vice President at JP Morgan, Lokesh plays a pivotal role as a technical architect and specialist, driving strategic initiatives that fuse technology with financial... Read More →

Tuesday October 1, 2024 11:50am - 12:20pm EDT
Music Box

FDC3

Open Source in Finance Forum New York 2024

Sara Swanson

Ajay Mehta

Abhishek Pandey

Lokeshwar Manoharan

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