Loading…
September 30 - October 1, 2024 | New York, New York
View More Details & Registration
Note: The schedule is subject to change.

The Sched app allows you to build your schedule but is not a substitute for your event registration. You must be registered for Open Source in Finance Forum New York 2024 to participate in the sessions. If you have not registered but would like to join us, please go to the event registration page to purchase a registration.

This schedule is automatically displayed in Eastern Daylight Savings Time (EDT). To see the schedule in your preferred timezone, please select from the drop-down located at the bottom of the menu to the right.
← Back to schedule
Leveraging FDC3 to Enable AI Agent Navigation - Sara Swanson; Lokeshwar Manoharan; Ajay Mehta & Abhishek Pandey, JPMorgan Chase
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
avatar for Sara Swanson

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 →
avatar for Ajay Mehta

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 →
avatar for Abhishek Pandey

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.
avatar for Lokeshwar Manoharan

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

Sign up or log in to save this to your schedule, view media, leave feedback and see who's attending!

Tweet Share
Share Modal

Share this link via

Or copy link