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Tag: AI Finance & Insurance

Expert Group Meeting – AI in Finance and Insurance: Generative AI and its applications in finance

Dear members of the expert group AI in finance & insurance,

We would like to invite you to the next expert group meeting that will take place on Monday, December 4th, 4-6pm, at Stockerstr. 50 (UNIT8 office) in Zurich.

This next meeting will focus on Generative AI and its applications in finance.

Generative AI (and its various protagonists) are making headlines on a daily basis. Yet, despite the frequent discussions and debates surrounding the technology’s potential, there is a noticeable gap regarding its practical implementation, especially in finance. This is both surprising and a missed opportunity, given the transformative potential of generative AI in reshaping the operations and business models of banks and insurances. Recognizing this gap, our meeting will delve into tangible use cases, showcasing how generative AI can be effectively integrated into the financial sector, offering insights, and discussions that go beyond the theoretical and into the practical.


  • 15h45: Doors open & arrival of guests
  • 16h00-16h15: Welcome & introduction
    by Prof. Branka Hadji Misheva & Andreas Blum (academic and business leads of the Expert Group)
  • 16h15-16h30: Talk 1 – (Generative) AI @ Helvetia Versicherungen
    The Swiss insurer will give insights into their use case approach to Gen AI and showcase ClaraGPT (for external customers) and Helvi (for internal customers)
    by Benjamin Theunissen (Head Artificial Intelligence & Customer Insights at Helvetia Versicherungen)
  • 16h30-16h45: Talk 2 – Large language models for entity matching
    Leveraging ChatGPT’s capability to identify and link disparate records representing the same real-world entities by harnessing semantic similarities in text mentions, even in the absence of explicit keyword overlaps
    by Prof. Branka Hadji Misheva (Professor of Applied Data Science and Finance at Bern University of Applied Sciences)
  • 16h45-17h00: Talk 3 – GenAI in Action at a leading European Insurance: Information Retrieval from risk documents in the blink of an eye
    by Thanos Giannakopoulos (Senior Data Scientist and Co-Lead of Unit8 Generative AI Practice)
  • 17h00-17h15: Q&A
  • from 17h15: Apéro and time for networking and discussion

Please note that this meeting is exclusively for professionals working in data, AI & analytics within banking, insurance or asset management.
Our past meetings were attended by participants from Swiss Re, Helvetia, Mobiliar, UBS, Credit Suisse, Vontobel, GKB, ZKB, Raiffeisen, Migrosbank and others.

Looking forward to meeting you all there,
Branka and Andreas

Expert Group Meeting – AI in Finance and Insurance: AI for Sustainable Finance

Dear members of the DIA expert group in finance & insurance, 

We hope everyone is doing well.

We would like to invite you to the next expert group meeting that will take place on June 12th 2023, at Stockerstr. 50 in Zurich.

The next meeting will focus on a key topic at the intersection of AI and sustainable finance.

Switzerland has long been known for its expertise in banking and finance, and sustainability has become increasingly important as investors and businesses seek to address environmental, social, and governance (ESG) issues. At the same time, Switzerland is also home to some of the world’s leading research institutions in AI – hence, a key questions becomes how can we use the recent advances in technology to help financial institutions and investors better understand, assess and measure ESG risks and opportunities.

The meeting will feature three exciting talks from academic and industry experts (see details below).

As always, the talks will be followed be an open discussion among all participants and apéro. 


  • Prof. Dr. Christian Hopp, Professor and the head of the institute for Applied Data Science and Finance at BFH: Rethinking Finance for Economic, Social, and Sustainable Impact – Opportunities for Science – Practice Collaborations
  • Prof. Dr. David Risi, Professor for Responsible Management at BFH: Unpacking the Internal Dynamics of Corporate Social Responsibility (CSR) Implementation
  • Tatyana Gerber, Head of ESG Data Strategy, Global Sustainability at Credit Suisse: How data & analytics can enable more powerful ESG reporting

We hope to see many of you in May!

Kind regards,

Branka & Andreas

Expert Group Meeting – AI in Finance and Insurance

Save the date for the first meeting of the AI in Finance and Insurance Expert Group in 2023!
The location will be announced sooner to the date.

Luca Baldassarre – Advanced Analytics Governance and Innovation: Successful Co-players or strong Rivals?
While over the last years analytics techniques and computational power substantially increased, the calls for stricter governance became louder and louder. Swiss Re is using advanced analytics along the reinsurance value chain to optimize internal processes and to create new solutions. As a company with the clear ambition to get the best out of our data, a solid and sustainable setup is key. Therefore, to address the need for enhanced governance, we defined an internal Standard on Advanced Analytics Management and implemented the underlying model catalogue.
Join us on this journey and learn what has happened until the successful rollout of this standard in October 2022.

Followed by open discussion and an apéro.

We are looking forward to meeting you!

NLP in Insurance

Natural Language Processing (NLP) offers fundamental solutions for tasks such as text classification, automated chatbots, text summarization or speech recognition. How can the Insurance industry benefit from these AI technologies? This is the core question for the upcoming Expert Group Meeting “NLP in Insurance”, which will take place on Montag 31.10.2022 at 16:30  at ZHAW Lagerstrasse, Zurich.

Felix Müller, Senior Data Scientist at Mobiliar, will share insights into their usage of NLP for different applications (e.g. using transformers for claim handling). This will be followed be an open discussion among all participants (experts and users from academia and industry) and a nice apero.

The meeting is jointly organized by the NLP Expert Group, the Expert Group AI in Finance and Insurance, and the Swiss Association for Natural Language Processing (SwissNLP).

Expert Group Meeting – AI in Finance and Insurance

It is a pleasure for us to invite you to the kick-off of the new Expert Group within the data innovation alliance focusing on AI in Finance and Insurance (website).  The Expert Group will offer practitioners and researchers a platform for exchanging ideas and experiences concerning the potential that AI can bring to the financial and insurance sector. Our ambition is to discuss relevant issues and challenges of AI beyond a technical level and offer a broader business-oriented perspective.

Why take an active part in our meetings?

Our network will enable the Swiss community to:

  • Explore opportunities for utilizing innovative technologies to address pressing issues in the finance and insurance industry  
  • Collaborate with experts in the field to develop your ideas
  • Find the best research/industry partner for your project
  • Get funding support

Collection of ideas. You are very welcomed to suggest topics and use cases that should be included in the expected group’s work plan. We aim to launch an app that would collect your input in an automated way. In the meantime, I encourage you to share any input concerning topics directly with me

Save the date. The kick-off workshop will take place in Zurich on the 31st of August 2022 from 4 pm to 6 pm.

Co-Working Lounge Tessinerplatz
Ground Floor, Room “Mercato”
Tessinerplatz 7
8002 Zurich
(directly opposite of Bahnhof Enge in Zurich)

Further details concerning the program time slot will be communicated closer to the date.