Foundation Capital Event

Fintech x AI PortCo Summit


When

June 28th, 2023

Where

Zoom

Fintech x AI PortCo Summit

“We’re here – in some ways – because your day job just got a lot more complicated”

On June 28th, 2023, we hosted our Fintech x AI PortCo Summit to help executives across the Foundation Capital Portfolio answer the question “What should I be doing about AI?”

Founders and leaders from over 35 Fintech companies convened to share their learnings and gather perspectives on this essential question.

The summit, while comprehensive, echoed a central theme: the intricate journey of integrating AI into financial operations, especially for companies at different mile-markers along the AI adoption path. A consensus emerged on the significance of a balanced AI approach, one that blends existing models with tailored solutions to protect data and cater to unique needs. 

As discussions unfolded, attendees were treated to a wide variety of case studies, best practices, and critical architectural considerations to keep in mind for seamless AI integration. 

The summit’s finale comprised breakout sessions, offering attendees an opportunity to ask questions and probe deeper into both the strategic and technical facets of AI.

To read more on the insights presented during the Summit, check out our post Fintech x AI: Practical Lessons for Founders.

Special thanks to all of the presenters, and an additional shout-out to Foundation’s own Charles Moldow and Nico Stainfeld for orchestrating and hosting a fantastic event.

Alexandra, the CEO of Evident, presented learnings from the company’s first-ever AI Index.


Trey, CEO and co-founder of Tennr, introduced a practical framework to help fintechs identify the best uses of generative AI tools.


David, Co-founder and COO of Keeper, focused on UI and design considerations for AI products.

Agenda

Time Talk Speakers

9:00am

Welcome + Fintech x AI Overview

Charles Moldow – General Partner, Foundation Capital

9:20am

The Al Index: Al Adoption in Financial Services

Alexandra Mousavizadeh-CEO, Evident Insights

9:45am

How can companies start their Al exploration journey?

Luis Pino-CEO, Agentero

10:05am

Al disrupting lending

Omri Yacubovich-CEO, Lama Al

10:25am

Hiring a “Lead Al Hacker” to drive Al thinking

Jonathan Matus-CEO, Fairmatic

10:45am

Lessons in scaling an Al-first team from 5 to 100

Tomas Vykruta-CTO, EvolutionIQ

11:05am

Low-hanging fruit or big impact projects? Where Fintechs are first utilizing Al

Trey Holterman-CEO, Tennr

11:25am

Lessons from an early Al x Fintech pioneer

Andy Mahdavi- CTO, Doma

11:45am

Rebuilding the LLM UI layer to fit your product needs

David Kang-COO, Keeper Tax

12:05pm

Al for go-to-market

Andrew Pascoe-VP Data Science, NextRoll

12:25pm

Privacy and regulatory considerations for Fintechs utilizing Al

Amruta Moktali-Chief Product Officer, Skyflow

12:45pm

Break

1:15pm

Al Technical Architecture Overview: What building blocks will CTOs need to deploy?

Ashu Garg – General Partner, Foundation Capital

1:35pm

Breakout Panels

 

CTO Panel – Al Strategy and architecture for technical leaders

CEO Panel – Creating enduring enterprise value using Al

2:05pm

Closing Remarks

Charles Moldow-General Partner, Foundation Capital

Hosts