Featured speakers
Hosted by
Karin Keller-Sutter
Federal Councillor & Head of the Federal Department of Finance, Switzerland
Dr. Simon Alioth
Vice President | Managing Director
OpenWealth Association | Synpulse8
After completing a PhD in Natural Sciences at ETH Zurich with a strong focus on software development, Simon Alioth began his career as a software engineer at Avaloq before joining Synpulse, where he has spent over 16 years driving technology innovation in wealth management. As Managing Director of Synpulse8, he leads the Swiss organisation and its banking and wealth management product portfolio — including the firm's enterprise-grade agentic AI platform — and drives technology advisory services with a strong focus on connectivity, integration and open finance.
Simon co-founded the OpenWealth Association and serves as its Vice President. What started as an idea he developed together with a client has grown into an industry-driven API standard enabling interoperability across custodians, portfolio management systems and client platforms. Today, he and his team at Synpulse orchestrate the OpenWealth community and are pioneering the OpenWealth Model Context Protocol (MCP) as a governed, auditable and permissioned tool layer for agentic use cases in wealth management.
Speaking at
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4:00–6:00pmTue 23 JunLaunchpadLaunchpad Room, Level 1Open
Others
In the Spotlight: Agentic AI in Institutional Finance
LaunchpadLaunchpad Room, Level 1Open
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Dina MainvilleFounder & PresidentCollisionless
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Dr. Dominic GreenwoodChief Innovation OfficerExpersoft Systems
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Josef JelinekAssistant Director, ContentGlobal Finance & Technology Network (GFTN)
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Lu YinHead of APACSolana Foundation
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Mark AruliahHead of Government Policy & RegulationsElliptic
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Raphael BianchiPresident, OpenWealth Association & Senior Partner, SynpulseOpenwealth Association & Synpulse
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Rene MichauGlobal Head, Digital AssetsStandard Chartered
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Dr. Simon AliothVice President | Managing DirectorOpenWealth Association | Synpulse8
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Bernice NeoClient Engagement ManagerGlobal Finance & Technology Network (GFTN)Moderator
About this session
A 2-hour curated session exploring how AI is redefining institutional finance; From infrastructure and risk to next steps execution, we are at the intersection of traditional finance and digital assets with AI. Through a series of concise discussions, industry leaders will share actionable insights on autonomous systems, institutional adoption, and the future of digital finance.
Bringing together leading voices from across the ecosystem, the session will deliver actionable discussions on the future of digital finance, highlighting the opportunities and pathways required to drive institutional adoption at scale.
4:00pm – 4:05pm
Welcome & GFTN Opening Remarks
Speaker(s): Bernice Neo, Client Engagement Manager, GFTN
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4:05pm – 4:35pm
Panel: Protecting the Future Agentic Economy: Rethinking Compliance for Autonomous Finance - Powered Jointly by Solana Foundation, Standard Chartered Bank and Collisionless
Speaker(s): Dina Mainville, Founder & President, Collisionless, Lu Yin, President of APAC, Solana Foundation, Rene Michau, Global Head, Digital Assets, Standard Chartered Bank
As autonomous agents reshape financial decision-making, compliance, identity, and trust are being redefined. This session brings together banking and blockchain perspectives on fraud prevention, agent identity, and on-chain payments. It explores how regulated institutions and decentralized infrastructure are adapting to autonomous finance, and what governance and security frameworks are needed for safe adoption.
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4:35pm – 5:05pm
AI in Compliance: Accountability, Governance and the Art of the Possible - Powered by Elliptic
Speaker(s): Mark Aruliah, Head of Government Policy & Regulations, Elliptic, Josef Jelinek, Co-Head of Content, Global Finance & Technology Network (GFTN)
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5:05pm – 5:35pm
Next Wave: Agentic Wealth Management - Powered by OpenWealth API
This session explores how wealth management is moving beyond traditional applications towards AI agents as a new interface layer for advisers and clients. It examines how the OpenWealth API, as an industry-driven standard, enables interoperability across custodians, portfolio management systems and client platforms, and introduces the OpenWealth Model Context Protocol (MCP) as a governed, auditable and permissioned tool layer for agentic use cases. In a live showcase attendees will see a wealth manager agent query portfolios, detect investment strategy drift and initiate rebalancing through OpenWealth MCP. The discussion will then look ahead to the governance, liability and multi-custodian implications of agent-ready wealth infrastructure, while inviting banks, fintechs and AI providers to engage with the OpenWealth community and help shape the next generation of our API standard.
Speaker(s): Dominic Greenwood, Chief Innovation Officer, Expersoft, Dr. Simon Alioth, Vice President, OpenWealth Association & Managing Director, Synpulse8, Raphael Bianchi, President, OpenWealth Association & Co-CEO Synpulse8 (Moderator)
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5:35pm - 6:00pm
Closing & Networking
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