Sessions
Length: 1 Hour
Speaker(s):
Joseph Hilger, COO, Enterprise Knowledge Rachel Carrier, Senior Technical Analyst, Enterprise Knowledge Sara Nash, Practice Lead, Semantic Engineering and AI, Enterprise Knowledge Ben Cross, Technical Consultant, Enterprise Knowledge
Title: Managing Risk & Financial Services With AI & Semantics: A Practical Case Study
Time: 4:00 PM - 5:00 PM
Description: Financial services organizations are under increasing pressure to improve how critical knowledge is governed, discovered, and operationalized across complex and rapidly evolving business environments. Yet many continue to face challenges driven by fragmented content ecosystems, large unwieldy datasets, inconsistent metadata, and search experiences that lack contextual relevance. This session explores how semantic technologies, GenAI, linked data, and knowledge graph capabilities can be combined to create a scalable, data-centric foundation for discovering contractual risks across large legal datasets. Drawing from real-world implementation experience within financial services, our speakers discuss how ontology development and semantic-enabled AI pipelines can condense large volumes of free-text risk descriptions into standardized risk concepts, reducing duplication and inconsistency while improving the ability to analyze, govern, and operationalize risk information across the enterprise. The session walks through key phases of implementation, from strategy and architecture design to implementation, governance, and enterprise scale, while highlighting lessons learned and practical considerations for operationalizing semantic capabilities within highly regulated organizations.
Title: Connecting Structured & Unstructured Data Through Semantic Layers to Power AI Platforms
Time: 4:00 PM - 5:00 PM
Description: Financial firms rely on both structured data (e.g., deal records, portfolio data, CRM systems) and unstructured content (e.g., diligence reports, investment memos, emails) to make critical investment decisions. However, the context needed to interpret structured data often resides in unstructured content, making the connection between the two a major barrier to effective decision making. This challenge is compounded by organizational silos, where data warehousing and content management teams operate separately. Without a unifying layer, insights remain fragmented, slowing analysis and limiting the reuse of institutional knowledge. Semantic layers address this by linking structured and unstructured data through shared, business-oriented entities such as companies, sectors, transactions, and experts. By enabling unstructured data to enrich structured data with context—and structured data to organize and scale unstructured analysis—firms can leverage both in concert. This approach not only surfaces context-rich insights and accelerates due diligence, it also aligns teams around a common language and data model. In this session, EK’s Nash and Cross share how two leading sovereign wealth funds partnered with EK to design and scale a semantic-enabled platform. Attendees learn how to design scalable semantic architectures that connect structured and unstructured data and how to align teams, governance, and workflows to support long-term adoption and enterprise-wide impact.