News Summary
New York City will host an expert panel on AI automation at The Summit for Asset Management (TSAM). Vall Herard, CEO of Saifr, will lead discussions on integrating AI in financial services to enhance compliance and operational efficiency. The panel will address the evolving regulatory landscape and the role AI plays in streamlining processes for asset managers and financial professionals. Saifr’s innovative products help mitigate risks associated with public communications, and Herard’s leadership has been pivotal in these advancements.
New York City to Host Expert Panel on AI Automation
On October 31, 2023, New York City will be the venue for The Summit for Asset Management (TSAM), where Vall Herard, the co-founder and CEO of Saifr, is set to lead an AI Automation Panel. This event brings together financial services professionals, including asset managers and advisors, focused on navigating the increasingly complex world of regulations and technology in the financial sector.
Herard has played a pivotal role in Saifr’s mission to enhance compliance within financial services over the past five years, successfully quadrupling the company’s workforce and delivering innovative products to aid clients in mitigating brand, regulatory, and reputational risks associated with public communications.
Herard’s Leadership and Saifr’s Innovations
As a leader at Saifr, Herard has been instrumental in driving the firm’s go-to-market strategy and scaling operations. His efforts have led to significant client, revenue, and market share growth. Under his guidance, Saifr has leveraged global talent to fortify its capabilities, aligning its solutions with the needs of the financial services industry.
Saifr is recognized for its advanced AI technology, which significantly streamlines compliance reviews by identifying potential compliance and brand risks in marketing content. The company’s flagship product, SaifrReview®, facilitates the development and approval of public communications through an efficient enterprise workflow software. Additionally, SaifrScan® add-ins allow clients to embed the firm’s AI into existing business platforms, enabling compliance checks during the content creation process. These tools help marketing and compliance teams collaborate more effectively and produce compliant materials up to ten times faster.
Focus of the AI Automation Panel
The AI Automation Panel, which Herard will headline at TSAM, is titled “Thriving in the Era of Automation—Integrating AI and ML into Business Processes to Help in the Quest for Alpha.” This session will address how artificial intelligence and machine learning can be integrated into existing business processes, equipping organizations with the tools necessary to thrive amidst the challenges of evolving regulations.
This year’s TSAM conference serves as a platform for thought leadership in the asset management sector, where discussions will center around emerging industry challenges and opportunities, particularly related to technology and compliance. It aims to foster dialogue among industry experts to develop shared solutions for financial institutions navigating this landscape.
Saifr’s Market Position and Industry Impact
Saifr stands out in the FinTech space, having been incubated at Fidelity Investments through its in-house software development division, Fidelity Labs. This partnership has allowed Saifr to access significant resources and expertise, driving innovation and growth within the fintech sector, particularly in regulatory technology.
Using a comprehensive database of millions of documents accumulated over two decades by marketing and compliance professionals, Saifr’s AI technology establishes deep-learning models that significantly enhance the content creation and review processes within financial services.
Herard’s involvement in the Forbes Tech Council further underscores his commitment to industry innovation and thought leadership. His previous experience on the U.S. board of B&H Insurance Services adds to his depth of knowledge in regulatory compliance, making his insights particularly relevant for attendees at TSAM.
Conclusion
The upcoming TSAM New York 2023 promises to deliver crucial discussions surrounding the integration of AI in financial services and the implications of automation on compliance and risk management. With Vall Herard at the forefront of these discussions, attendees can expect a deep dive into the future of regulatory technology and its role in achieving compliance and operational efficiency in the financial industry.
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Additional Resources
- Business Wire: Saifr to Sponsor The Summit for Asset Management TSAM New York 2023
- Wikipedia: Artificial Intelligence
- Crain’s New York: Vall Herard – Notable Leaders in Finance 2025
- Google Search: Financial Services Regulation
- Business Wire: Saifr to Sponsor The Summit for Asset Management TSAM New York 2023
- Google Scholar: AI in Finance
- Business Wire: Saifr to Sponsor The Summit for Asset Management TSAM New York 2023
- Encyclopedia Britannica: Machine Learning
- Business Wire: Saifr to Sponsor The Summit for Asset Management TSAM New York 2023
- Google News: AI and Finance
