MODULEQ ROADSHOW: TORONTO

Embracing AI in Investment Banking

Learn how leading financial institutions are delivering superior banker experiences and increasing productivity 

Date: TBD; The Event is being rescheduled for Spring 2024
Where: Toronto Microsoft Technology Center (MTC) 
CIBC Square, Suite 4400, 81 Bay Street, Toronto, ON M5J-0E7

The transformative potential of AI is widely recognized, but to drive tangible business outcomes, AI must be tuned and optimized for specific roles and workflows. ModuleQ has partnered with Microsoft and the London Stock Exchange Group (LSEG) to apply AI in investment banking and other financial and professional services use cases.

At this event, we will share real-world examples of how today’s most sophisticated investment bankers are using AI to:

  • Enhance client interactions: Empower bankers with AI-driven insights that foster deeper engagement with clients and prospects.

  • Streamline information gathering: Unleash the power of unprompted AI to surface relevant information and adapt to each banker's preferences based on their behavior and feedback.

  • Maximize CRM investment ROI: Harness AI to drive banker engagement with CRM data, boosting its effectiveness and ROI.

  • Amplify market data ROI: Leverage AI to elevate banker awareness and consumption of data by proactively highlighting relevant information from data feeds.

Registration

Panelist

MANAGING DIRECTOR, FINANCIAL SERVICES PRACTICE LEAD, EXPERO

Tim Baker

FOUNDER & CHIEF EXECUTIVE OFFICER, MODULEQ

David Brunner

DIRECTOR OF INVESTMENT BANKING, LSEG DATA & ANALYTICS

Jenn Giacobbe

GLOBAL TECHNOLOGY STRATEGIST, MICROSOFT

Asif Jinnah

MANAGING DIRECTOR, BANKING & CAPITAL MARKETS, MICROSOFT

Kevin Pemberton

CHIEF REVENUE OFFICER, MODULEQ

Charles Poliacof