the intersection of voice-first technology, AI, and money

Tuesday, October 29
SubCulture - 45 Bleecker Street - New York City
Presented by:
Voice Metrics logo.png
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Voicify Logo.png


7:30 AM
8:25 AM - 8:30 AM
Welcome / Opening Remarks
Bradley Metrock (Host, This Week In Voice)
8:30 AM - 9:10 AM
Session #112
Opening Keynote:
John Best (CEO and Founder, Best Innovation Group)
A discussion on the compelling history of man's quest to build a friend. John will explore the history of voice-enabled mechanisms as well as the future of voice and AI in financial services.
9:10 AM - 9:30 AM
Session #113
The State of Voice and Finance
Matt Lang (Strategy Director, RAIN Agency)
This session will cover major behavior shifts consumers have made adapting to voice technology and spotlight the implications for financial companies looking to enter the space. The presentation will cover how financial organizations have deployed voice technology to-date, noting areas of opportunity for new entrants. Finally, the talk will encourage attendees to think about the future application of voice technology in the finance vertical offering perspective on where it will add value in the coming years. 
9:30 AM - 10:00 AM
Session #114
The Data Have Spoken: The Voice Technology Trends Behind Modern Banking
Derek Top (Senior Analyst, Opus Research)
Fueled by the proliferation of virtual agents on smartphones, smart speakers, and automotive dashboards, banks have responded by making conversation the preferred engagement model with their prospects, clients, or members. Opus Research has compiled five key technology trends that speed the time it takes for banks to recognize the purpose of each contact accurately, rapidly, and in their customers’ own words.
10:00 AM - 10:30 AM
Coffee / Networking / Review of Exhibits
10:30 AM - 11:00 AM
Session #121
The Untapped Voice Marketing Opportunities in Finance
Emily Binder (Chief Strategist / Voice Marketing Lead, Beetle Moment Marketing)
Whether you're a financial advisor or an institution, voice marketing tools like short form audio, podcasting, and Flash Briefing can help you cut through the noise and reach clients and investors. Will you take advantage of this uncrowded medium now, or wait and have to catch up to your competitors?
11:00 AM - 11:20 AM
Session #122
Defeating the Enemy of Cashless Commerce:
How To Kill Card Declines and Create the Ultimate Experience
Scott Tivey (Co-Founder & CPO) and Michele Tivey (Co-Founder & CEO) and Payometry
Cards can decline for over 280 different reasons. In a world where customers crave convenience, how can voice-first retailers keep cards approving so goods and services keep moving? In this talk, hear from the experts in this space who will outline some of the underlying philosophies behind making the transition to contactless payments, and critical steps to watch for as this evolution unfolds.
11:20 AM - 11:40 AM
Session #123
Media Fireside Chat: Ben Fox Rubin of CNET
Moderated by Bradley Metrock (Host, This Week In Voice)
The Voice of Money executive producer Bradley Metrock speaks with CNET senior reporter Ben Fox Rubin on trends he's seen develop over the past year within voice tech and AI, and how these have already begun influencing the evolution of modern banking and finance.
11:40 AM - 12:00 PM
Session #124
Ensuring 5-Star  Voice Experiences for Financial Services
John Kelvie (Founder, Bespoken)

Customer care is a critical part of many voice experiences, especially for financial services. Make sure your customers feel exceptionally well-attended to via voice by providing flawless, high-quality experiences. This session will cover:

* Why quality is critical to voice and banking

* The key obstacles to ensuring customers are satisfied with their voice financial services

* How Bespoken makes quality, and a quality regimen, easy and repeatable for voice builders

12:00 PM - 1:00 PM
1:00 PM - 1:40 PM
Session #131
Alexa, Find Alpha:
How Voice Influences and Informs
the Future of Investment Management
Jonathan Berkow (Alternative Data Lead, AllianceBernstein)
Before computers, we only had voice. After computers, voice went silent for years. Now with the advent of more powerful computers and cheap storage, voice is becoming an important source of information. We will discuss how investment management can use voice externally to help clients and internally to improve systems. Finally, we will discuss how voice is used by top-secret hedge funds and other investors to generate alpha.
1:40 PM - 2:10 PM
Session #132
The Human Side of Money
Brandon Kaplan (CEO, Skilled Creative)
VOICE represents the most exciting interface since the smart phone. Your customers will not engage with your VOICE UI if it is not produced with human-centered design. This session will cover what the use case opportunities are in VOICE for the MONEY industry, and how your organization can design uniquely creative experiences that will drive engagement, retention, and conversion.
2:10 PM - 2:40 PM
Session #133
Principal Financial Group:
Creating a Conversational Experience

Jeff McMahon (CEO, Voicify)

Carlos Navarro (Director of Marketing, Principal Financial Group)

When new communication channels arrive, businesses are challenged not only operationally but logistically and strategically on how to become involved and manage the experience. In this session PFG will discuss the steps they took while exploring the opportunity, how they are narrowing the focus, and operationalizing the conversational experience internally and with the support of the chosen platform Voicify. CEO of Voicify Jeff McMahon will expand on the key business challenges addressed and solved by the platform for PFG and others.

2:40 PM - 3:05 PM
Coffee / Networking / Review of Exhibits
3:05 PM - 3:30 PM
Session #141
Voice-Enabling the Future of Finance
Dani Fava (Director, Product Strategy & Development, TD Ameritrade Institutional)
“Alexa, find me a financial advisor.” As voice assistants continue to gain more insights and data about their users, just how powerful can voice capabilities become in the future of financial advice? What role could they play…and what role should they play? Hear from TD Ameritrade Institutional’s Director of Innovation about what led a leading financial institution to take a closer look at voice enabled devices, the lessons they’ve learned, and some interesting surprises along the way.
3:30 PM - 4:00 PM
Session #142
Thrive: How Financial Institutions Can Flourish in the Experience Economy
Dr. Betty Moon (Strategic Industries Executive Advisor, SAP)
Rapidly changing consumer demands are forcing financial institutions to rethink everything about how they do business. Creating new and exceptional customer experience is more than a marketing initiative – it’s a complete evolution of the financial services industry. What is critical for you to know about new technologies such as AI, cloud, and advanced analytics? How are your competitors using AI today? How can you retain and attract new customers as FinTech competition heats up? Join us for this fast-paced session as we explore how revolutionary customer, employee, product, and brand experiences can drive differentiation and enhance customer loyalty.
4:00 PM - 5:00 PM

The Venue

Described as "an urban oasis hidden beneath the streets of New York City," SubCulture has received praised from The New York Times, The New Yorker, The Wall Street Journal, New York Magazine, and Time Out New York for its exquisite sound, comfortable aesthetic, and unparalleled hospitality.

SubCulture NYC

45 Bleecker Street, New York NY 10012