Key focus areas:
Cutting-edge applications of AI, big data and blockchain in financial services
Developments in digital payments, inclusive finance and cross-border services
Industry implications of large language models and multi-modal AI
AI-driven transformation in risk management, logistics and consumer services
Shanghai’s innovation culture, collaborative ecosystem and leadership lessons
Future bank design integrating technology, talent and customer experience
Who should attend?
Chairmen, CEOs and board members of financial institutions
Senior executives from retail banking, strategy, digital transformation, artificial intelligence, big data and innovation functions
Decision-makers in digital banking, cashless payments, customer experience and operations
Founders and C-level executives from technology platforms, AI companies and innovation-led enterprises
People you will meet
LV Chengze
Head of Retail AI
Research and Development Center
Industrial and Commercial Bank of China
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Li Meng
Professor, Shanghai Institute of Microsystem and Information Technology,
Chinese Academy of Sciences
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Hu Jie
Professor of Practice,
Shanghai Advanced Institute of Finance,
Shanghai Jiao Tong University
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Shen Yan
Deputy Director,
Institute of Digital Finance and Professor of Finance,
National School of Development, Peking University
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Agenda
Shanghai International AI Finance Summit
Day 1, Thursday, 12 March 2026
Registration
Welcome Address
Emmanuel DANIEL, Founder and Chairman, TAB Global
Opening Remarks
HU Yong, Deputy District Mayor of Jing’an District
Keynotes
- China’s Economic Outlook: Trends, Challenges and Opportunities by
ZHANG Jun, Dean, School of Economics, Fudan University - From ChatGPT to OpenClaw: Making AI Compute Affordable and Accessible at Scale by
Lin Yonghua, Vice President and Chief Engineer, Beijing Academy of Artificial Intelligence
Session Chaired by:
Cindy Yu, Group Director and CEO, Greater China, TAB Global
Break
Digital Finance Leadership Roundtable - Building the AI Roadmap Access Slides (PDF)
This roundtable brings together retail and digital business leaders from leading financial institutions in China and across the region to discuss how banks are setting priorities for AI adoption. The discussion will focus on aligning AI initiatives with business objectives, sequencing investments, and balancing efficiency, resilience and innovation as institutions build their AI roadmaps.
- Identifying high-impact AI applications in finance
- Prioritising AI investments in line with business goals
- Balancing cost efficiency, resilience and innovation
- Redefining competitiveness in the AI-driven financial era
Presentation on:
Key Insights from the Global Excellence Retail Finance Programme 2026 by
Christian KAPFER, Director of Research, TAB Global
Roundtable Participants Include:
- Lawrence LOH, Co-Chief Executive Officer, Group Commercial & Transaction Banking, CIMB Bank
- Chak WONG, MD, Machine Learning Centre of Excellence, J.P. Morgan Access Slides (PDF)
- Mary LO, General Manager, Personal Banking and Wealth Management, Bank of China (Hong Kong)
- Franklin SO, Deputy General Manager, Personal Banking and Wealth Management, Bank of China (Hong Kong)
- Khai Liang John LAU, Head, Business Optimisation, Strategy & Solutions, Alliance Bank Malaysia
- Chammika WEERASINGHE, SVP, Head of Digital Business, Hatton National Bank
- Kah Heng David LIM, Head, Credit Card & Personal Loan Product Development, Alliance Bank Malaysia
- LIN Yonghua, Vice President and Chief Engineer, Beijing Academy of Artificial Intelligence
- LI Lin, Vice President, SPDB Research Institute
- FOO Boon Ping, President and Managing Editor, TAB Global
- Varun Sabhlok, International Resource Director, TAB Global
- David GYORI, International Resource Director, TAB Global
- Matt DOOLEY, International Resource Director, TAB Global
Senior representatives from:
Emmanuel DANIEL, Founder and Chairman, TAB Global
Lunch
Briefing: AI-Powered Marketing: A New Growth Engine for Retail Banking by
LV Chengze, Head of Retail AI, Research and Development Center, Industrial and Commercial Bank of China Access Slides (PDF)
Session Chaired by:
FOO Boon Ping, President and Managing Editor, TAB Global
Briefing: AI-Enabled Financial Talents Development: Innovative Practices at Ping An Group by
SUN Jiajia, Senior Director, Solutions, PingAn ZhinNiao Access Slides (PDF)
Session Chaired by:
FOO Boon Ping, President and Managing Editor, TAB Global
Briefing: How Data Powers Banking Operations
Data as the Foundation, AI as the Wings: Pioneering a New Paradigm for Banking Business Decision-Making by
WANG Kaijing, Vice President, Fintech Business Unit, SenseTime Access Slides (PDF)
Data Challenges: Failures and Fixes by
Chak WONG, MD, Machine Learning Centre of Excellence, J.P. Morgan Access Slides (PDF)
Session Chaired by:
Christian Kapfer, Director of Research, TAB Global
Break
Briefing: Building AI Capabilities Beyond the Bank
Intelligence & Symbiosis: Building the AI-Driven Ecosystem by
DONG Longfei, Senior Vice President and Founding Team Member, Moore Threads Technology
JD.com’s AI Agents: Practices and Insights by
ZHAO Jianxin, General Manager, Basic Cloud Solutions Department, JD Cloud
Session Chaired by:
Hugh Zeng, Research Manager, TAB Global
End of the Day 1
Shanghai International AI Finance Summit
Day 2, Friday, 13 March 2026
Registration
Briefing: 2035 Decoded
AI Empowering Brain-Computer Interfaces - LaBraM by
LI Meng, Professor, Shanghai Institute of Microsystem and Information Technology, Chinese Academy of Sciences
AI-Powered Energy System: Forging a Green Industry for a Net-Zero Future by
Alex SUN, Chief Sustainability Officer, Envision Group
Session Chaired by: :
Emmanuel DANIEL, Founder and Chairman, TAB Global
Break
Briefing: Digital Payments and Embedded Finance: New Frontiers
Ecosystem Play, Precision at Scale: Driving GoTo’s Payments Business through Data Science and AI Products by
David DUAN, Vice President of Data, Payments, GoTo Group
Interoperability and Interconnectivity: Enabling the Next Phase of Borderless Payments by
YANG Wenhui, CEO, TenPay Global (Singapore), Tencent
Session Chaired by:
Shen Yan, Deputy Director, Institute of Digital Finance and Professor of Finance, National School of Development, Peking University
Lunch
Briefing: How Digital Credit Models Are Changing SME Finance
AI-Driven Credit and SME Financing: Practices at Jiangsu Su Merchants Bank by
OUYANG Tao, General Manager, Fintech, Jiangsu Su Merchants Bank
AI-Driven Ecosystems: SPDB’s Innovation Journey in Tech Finance by
ZHONG Quan, Deputy General Manager, Science and Technology Finance, SPDB Access Slides (PDF)
Session Chaired by:
HU Jie, Professor of Practice, Shanghai Advanced Institute of Finance, Shanghai Jiao Tong University
Briefing: AI Security and Risk Governance Infrastructure
From Passive Defense to Proactive Intelligence: Reshaping Financial Risk Management & Governance in the AI Age by
DONG Jiwei, Vice President and General Manager, Software Business, Tongdun Technology
A Dual Path from Threat Identification to Intrinsic Defense by
HU Shaoyong, Co-founder and CTO, Guan An Access Slides (PDF)
Session Chaired by:
Hugh ZENG, Research Manager, TAB Global
Break
Briefing: AI Risk Models in Financial Operations
Financial Risk Control Practices in the AI Era by
Jason CAO, General Manager, Banking Industry, Tencent Cloud Access Slides (PDF)
Practice in Large Transaction Risk Control Model by
WEN Jianhui, Vice President and Head, Financial Industry, Zhipu Huazhang Access Slides (PDF)
Session Chaired by:
FOO Boon Ping, President and Managing Editor, TAB Global
