第二場次「銀行業AI應用實務與數據治理」
 |
舉辦背景 |
本次金融科技論壇旨在透過國內外專家的精采演講和對話，提供數位金融關鍵議題的最新發展趨勢與國際個案解析，掌握數位化浪潮如何重塑銀行業的未來，以協助金融從業人員對數位金融創新的思考與因應。
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活動時間 |
2025年8月13日(星期三) 14：00至17：10
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活動地點 |
線上視訊會議室 (會議資訊將於活動前另行通知參與者)
|
舉辦模式 |
論壇將以線上教學模式進行，國際講座使用遠距線上系統進行，各項活動進行細節與相關注意事項，將於活動開課前逕行通知參訓學員。
|
參加對象 |
包括但不限於以下所列，總人數以150名為限，額滿為止。
|
◆ |
金融監督管理委員會、中央銀行、財政部及國家發展委員會等主管機關代表； |
|
◆ |
各金融機構之高階主管(包括：董事長、董監事、總經理及副總經理等)； |
|
◆ |
各金融機構(含金控及銀行)之金融科技、策略發展、數位金融、企業金融、消費金融、風險管理、經濟研究等各相關部門正副主管及人員等； |
|
活動議程 |
※部分時段以英文進行，備中英文同步口譯※
|
時間 |
議程內容 |
|
14:00-14:05 |
活動介紹 |
|
14:00-14:45 |
專題演講一：AI技術優化金融服務模式應用解析 |
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14:45-14:55 |
Break Time |
|
14:55-15:35 |
專題演講二：星展銀行AI應用與營運策略 |
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15:35-15:45 |
Break Time |
|
15:45-16:25 |
專題演講三：銀行業AI導入與數據治理實務 |
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16:25-16:35 |
Break Time |
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16:35-17:10 |
綜合座談：銀行業AI應用實務與數據治理 • 美國Centauri AI創辦人與CEO He Lu • 國立中央大學資訊工程系教授 蔡宗翰 |
|
講座或機構介紹： (依演講順序排列) |
|
◆ |
講座：莊婉婷 現任台灣金融研訓院金融科技創新處專案經理，曾擔任Fintech Taipei策展人。並曾任富邦金控與元大人壽數位金融部門，深耕於數位轉型、電子商務、數位行銷、人力資源訓練等面向。 |
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◆ |
講座：李正匡 李正匡博士現任 NVIDIA 全球業務支援部門資深解決方案架構師，專注於人工智慧技術應用與產學合作推動，曾擔任 NVIDIA 台灣 AI 技術中心（NVAITC-TW）技術負責人，具備深厚的產業與研究背景。過去曾任職於台積電擔任缺陷預測工程計畫主持人，也曾任教於長庚大學與陽明交大，教授深度學習與線性代數等課程。李博士於 AI 醫療、聯邦學習、多智能體強化學習等領域具豐富經驗，研究成果發表於 Nature Medicine 並多次獲得國際競賽殊榮，包括 Interspeech、EPIC-KITCHENS、Google Kaggle 挑戰賽等，是人工智慧領域兼具學術深度與實務影響力的重要專家。 |
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◆ |
講座：He Lu He Lu is the Co-founder and CEO of Centauri AI, an AI-native data and automation platform purpose-built for financial institutions. Centauri AI enables investment and operations teams—across private credit, banking, insurance, and asset management—to extract insights from complex documents, automate workflows, and streamline reporting. Headquartered in Silicon Valley, the company serves clients globally. A seasoned financial professional and serial entrepreneur, He has over a decade of experience in banking and capital markets. He previously served as a risk manager at U.S. Bank Capital Markets and a portfolio manager at Incenter Portfolio Advisors. He was also the Co-founder and CTO of BlueWater Fintech, which was acquired by a publicly traded company. Trained as a quant, he built risk and pricing models for banks and now leads a team of researchers and engineers from Meta, Blackstone, Berkeley, and Stanford to develop AI tools for the global financial industry. He holds a Master’s degree in Applied Mathematics from the University of Minnesota, where he also serves as an industry advisor to the program. |
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◆ |
講座：蔡宗翰 蔡宗翰教授同時受聘於理工屬性的中央大學資工系與人文屬性的中研院人社中心，研究領域涵蓋資訊領域的自然語言處理、電腦視覺等 AI 技術，並將這些 AI 技術用於解決人文研究問題，也就是所謂「數位人文研究」，為台灣少見之跨理工人文的學者。此外，更愛好寫文章與作詩，因而被稱為「 AI 界李白」。 |
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◆ |
講座：Ronald Chen Ronald leads analytics & data transformation at DBS Group as Head of Business Solutions, Analytics Centre of Excellence. He spearheads the identification and implementation of data, AI, and GenAI solutions, focusing on empowering DBS employees with DBS-GPT, the bank's enterprise-wide GenAI platform, for increased efficiency and productivity. Ronald also directs the Employee Value Proposition for DBS Data Chapter, 700+ strong community of data professionals from across the bank. This initiative offers developmental opportunities for learning and career growth in order to attract and retain deep data and AI talent to deliver business outcomes at scale and at speed. Ronald brings over 25 years of banking and financial services experience across advanced analytics, AI/ML, product marketing, customer experience and pricing.Before joining DBS in 2022, he was the Chief Data Officer at Flex by Finaxar, a startup offering spend management solutions for Small and Medium Enterprises in Singapore. Prior to that, he spent 4 years at EXL Services in the USA, where he was the Engagement Director for analytics consulting engagements for FSI clients. His earlier career includes roles at several banks in Singapore - including DBS Bank, Standard Chartered Bank and Citibank in a variety of roles where he applied advanced analytics solutions to solving business problems across credit cards, wealth management and SME banking. He started his career as a Business Analyst with CapitalOne in Washington DC. |
|
◆ |
講座：王俊權 現任中國信託商業銀行數位科技處處長，於2018~2024擔任中信金控數據研發中心最高主管期間，主要推動中信金控成立大數據研發中心，研發成果於外部得到美國NIST機構與國際各大學術機構 認證領先全球，並屢得WCIT、Gartner與IDC全球創新獎項。 於企業內部以+AI與AI+之雙策略基調，廣泛落地於金融場景，涵蓋個人金融業務、法人金融業務， AML業務、人壽業務與HR業務等。 |
|
報名方式 |
|
01 |
請自即日起至活動開辦5個工作天前至活動網頁 (https://www.tabf.org.tw/CourseDetail.aspx?PID=633056)報名。 |
|
02 |
本系列課程為銀行公會全額補助，全程免費參訓，報名時請務必填寫「服務機構」，如有不符合報名資格者，本院有權通知學員取消報名。 |
|
03 |
※ 敬請將報名各項資料填寫完整，開班前將以e-mail 寄發上課通知，課程異動或調整，將以簡訊或e-mail 通知，請務必填寫手機號碼及e-mail 帳號。所有資料純供內部使用不會外流，敬請放心 |
第二場次
「銀行業AI應用實務與數據治理」
|
舉辦背景 |
本次金融科技論壇旨在透過國內外專家的精采演講和對話，提供數位金融關鍵議題的最新發展趨勢與國際個案解析，掌握數位化浪潮如何重塑銀行業的未來，以協助金融從業人員對數位金融創新的思考與因應。
|
活動時間 |
2025年8月13日(星期三) 14：00至17：10
|
活動地點 |
線上視訊會議室 (會議資訊將於活動前另行通知參與者)
|
舉辦模式 |
論壇將以線上教學模式進行，國際講座使用遠距線上系統進行，各項活動進行細節與相關注意事項，將於活動開課前逕行通知參訓學員。
|
參加對象 |
包括但不限於以下所列，總人數以150名為限，額滿為止。
|
◆ |
金融監督管理委員會、中央銀行、財政部及國家發展委員會等主管機關代表； |
|
◆ |
各金融機構之高階主管(包括：董事長、董監事、總經理及副總經理等)； |
|
◆ |
各金融機構(含金控及銀行)之金融科技、策略發展、數位金融、企業金融、消費金融、風險管理、經濟研究等各相關部門正副主管及人員等； |
|
活動議程 |
※部分時段以英文進行，備中英文同步口譯※
|
時間 |
議程內容 |
|
14:00-14:05 |
活動介紹 |
|
14:05-14:45 |
專題演講一： AI技術優化金融服務模式應用解析 講座：NVIDIA AI技術中心台灣區技術負責人 李正匡博士 |
|
14:45-14:55 |
Break Time |
|
14:55-15:35 |
專題演講二：星展銀行AI應用與營運策略 |
|
15:35-15:45 |
Break Time |
|
15:45-16:25 |
專題演講三：銀行業AI導入與數據治理實務 |
|
16:25-16:35 |
Break Time |
|
11:35-12:00 |
綜合座談：銀行業AI應用實務與數據治理 • 星展（新加坡）銀行Analytics Center of Excellence中心負責人 Ronald Chen • 美國Centauri AI創辦人與CEO He Lu • 國立中央大學資訊工程系教授 蔡宗翰 |
|
講座或機構介紹： (依演講順序排列) |
|
◆ |
講座：莊婉婷 現任台灣金融研訓院金融科技創新處專案經理，曾擔任Fintech Taipei策展人。並曾任富邦金控與元大人壽數位金融部門，深耕於數位轉型、電子商務、數位行銷、人力資源訓練等面向。 |
|
◆ |
講座：李正匡 李正匡博士現任 NVIDIA 全球業務支援部門資深解決方案架構師，專注於人工智慧技術應用與產學合作推動，曾擔任 NVIDIA 台灣 AI 技術中心（NVAITC-TW）技術負責人，具備深厚的產業與研究背景。過去曾任職於台積電擔任缺陷預測工程計畫主持人，也曾任教於長庚大學與陽明交大，教授深度學習與線性代數等課程。李博士於 AI 醫療、聯邦學習、多智能體強化學習等領域具豐富經驗，研究成果發表於 Nature Medicine 並多次獲得國際競賽殊榮，包括 Interspeech、EPIC-KITCHENS、Google Kaggle 挑戰賽等，是人工智慧領域兼具學術深度與實務影響力的重要專家。 |
|
◆ |
講座：He Lu He Lu is the Co-founder and CEO of Centauri AI, an AI-native data and automation platform purpose-built for financial institutions. Centauri AI enables investment and operations teams—across private credit, banking, insurance, and asset management—to extract insights from complex documents, automate workflows, and streamline reporting. Headquartered in Silicon Valley, the company serves clients globally. A seasoned financial professional and serial entrepreneur, He has over a decade of experience in banking and capital markets. He previously served as a risk manager at U.S. Bank Capital Markets and a portfolio manager at Incenter Portfolio Advisors. He was also the Co-founder and CTO of BlueWater Fintech, which was acquired by a publicly traded company. Trained as a quant, he built risk and pricing models for banks and now leads a team of researchers and engineers from Meta, Blackstone, Berkeley, and Stanford to develop AI tools for the global financial industry. He holds a Master’s degree in Applied Mathematics from the University of Minnesota, where he also serves as an industry advisor to the program. |
|
◆ |
講座：蔡宗翰 蔡宗翰教授同時受聘於理工屬性的中央大學資工系與人文屬性的中研院人社中心，研究領域涵蓋資訊領域的自然語言處理、電腦視覺等 AI 技術，並將這些 AI 技術用於解決人文研究問題，也就是所謂「數位人文研究」，為台灣少見之跨理工人文的學者。此外，更愛好寫文章與作詩，因而被稱為「 AI 界李白」。 |
|
◆ |
講座：Ronald Chen Ronald leads analytics & data transformation at DBS Group as Head of Business Solutions, Analytics Centre of Excellence. He spearheads the identification and implementation of data, AI, and GenAI solutions, focusing on empowering DBS employees with DBS-GPT, the bank's enterprise-wide GenAI platform, for increased efficiency and productivity. Ronald also directs the Employee Value Proposition for DBS Data Chapter, 700+ strong community of data professionals from across the bank. This initiative offers developmental opportunities for learning and career growth in order to attract and retain deep data and AI talent to deliver business outcomes at scale and at speed. Ronald brings over 25 years of banking and financial services experience across advanced analytics, AI/ML, product marketing, customer experience and pricing.Before joining DBS in 2022, he was the Chief Data Officer at Flex by Finaxar, a startup offering spend management solutions for Small and Medium Enterprises in Singapore. Prior to that, he spent 4 years at EXL Services in the USA, where he was the Engagement Director for analytics consulting engagements for FSI clients. His earlier career includes roles at several banks in Singapore - including DBS Bank, Standard Chartered Bank and Citibank in a variety of roles where he applied advanced analytics solutions to solving business problems across credit cards, wealth management and SME banking. He started his career as a Business Analyst with CapitalOne in Washington DC. |
|
◆ |
講座：王俊權 現任中國信託商業銀行數位科技處處長，於2018~2024擔任中信金控數據研發中心最高主管期間，主要推動中信金控成立大數據研發中心，研發成果於外部得到美國NIST機構與國際各大學術機構 認證領先全球，並屢得WCIT、Gartner與IDC全球創新獎項。 於企業內部以+AI與AI+之雙策略基調，廣泛落地於金融場景，涵蓋個人金融業務、法人金融業務， AML業務、人壽業務與HR業務等。 |
|
報名方式 |
|
01 |
|
|
請自即日起至活動開辦5個工作天前至活動網頁 (https://www.tabf.org.tw/CourseDetail.aspx?PID=633056)報名。 |
|
|
02 |
|
|
本系列課程為銀行公會全額補助，全程免費參訓，報名時請務必填寫「服務機構」，如有不符合報名資格者，本院有權通知學員取消報名。 |
|
|
03 |
|
|
※ 敬請將報名各項資料填寫完整，開班前將以e-mail 寄發上課通知，課程異動或調整，將以簡訊或e-mail 通知，請務必填寫手機號碼及e-mail 帳號。所有資料純供內部使用不會外流，敬請放心。 |
|