In Person Event

Operationalizing AI in Financial Services with Decision-Grade Intelligence

Executive Workshop with Moody's and AWS

location_on Amazon JFK27 Office, Lord & Taylor Building | Meeting Rooms: CONF US JFK27 B1.206 & 207, New York Map

Agenda

08.00 - 09.00
EDT

Breakfast & Registration

09.00 - 09.05
EDT

Welcome and Workshop Objectives

Introductions

  • Audience and session expectations
  • Overview of the workshop
  • Clarify that the session is designed for technical enablers rather than end users
09.05 - 09.30
EDT

Moody’s Data Estate and AWS Integration

  • Overview of the Moody’s data estate
  • How Moody’s data is distributed into customer environments
  • Role of the Credit and Research MCPs
  • Data-access controls and guardrails
  • How AWS and Moody’s capabilities work together
  • Difference between end-user AI platforms and AWS-led technical implementation
09.30 - 09.50
EDT

High-Level Amazon Quick Demonstration

Demonstrate both categories of use case:

  • Ad Hoc Work
  • Prompt-based credit and research analysis
  • Day-to-day information retrieval and synthesis
  • Use of Moody’s Credit and Research MCPs
  • End-to-End Workflow
  • Credit memo workflow
  • Structured retrieval and synthesis
  • How Moody’s data can support repeatable processes rather than isolated questions
09.50 - 10.05
EDT

Questions and Group Discussion

  • Clarify technical and workflow questions
  • Discuss implementation considerations
  • Explore how attendees currently support AI-enabled workflows
  • Identify which use cases are most relevant to the room
10.05 - 10.50
EDT

Guided Use-Case Breakouts

Attendees divide into groups based on use case or business need.

Each group is led by a Moody’s representative who walks participants through the relevant scenario rather than attempting to train them to use Amazon Quick independently during the session.

Potential breakout tracks:

Breakout 1: Ad Hoc Credit and Research Analysis

  • Prompt-based analyst workflows
  • Research and credit information retrieval
  • Supporting day-to-day decision-making

Breakout 2: Credit Memo Workflow

  • End-to-end credit memo process
  • Required data inputs
  • Workflow steps and outputs
  • Technical implementation considerations

Breakout 3: Customer-Defined Use Case

  • What the attendee is trying to enable
  • Current technical environment
  • Relevant Moody’s data and MCPs
  • Potential next step or follow-up engagement
  • The Moody’s lead should capture for each attendee or organization:
  • Who they are
  • What they are trying to build
10.50 - 11.00
EDT

Recap and Next Steps

  • Summarize the use cases discussed
  • Share common themes from the breakouts
  • Identify follow-up conversations
  • Confirm owners and next actions