In Person Event
Operationalizing AI in Financial Services with Decision-Grade Intelligence
Executive Workshop with Moody's and AWS
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
Confirm cancellation
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