Welcome to the 1st virtual event of the “Gen AI in Fintech” meetup in 2025: “The Future of Customer Engagement in Financial Services - Voice AI Agent”.

Gen AI in Fintech is dedicated to discussing and sharing the latest trends, best practices, use cases, and regulatory considerations for Gen AI applications in fintech in Australia and globally.

**Key takeaways:**

* Learn how Effi Technology’s innovative GenAI technology powered AI voice agent is transforming the customer engagement experience in financial services industry.
* Gain insights on AI voice agent product innovation journey and industry adoption.
* Get an exclusive live demonstration of Effi’s voice AI agent working in action.
* Experience live engagement with voice AI agent (first-in, first serve).
* Gain valuable tips on how to implement this technology in your organisation.

**Featured Speakers:**

**[Mandeep Sodhi](https://www.linkedin.com/in/mandeepsodhi/)** (guest speaker)

Mandeep Sodhi is CEO and founder of Effi Technology, an AI powered SaaS platform for mortgage brokers helping them reduce their admin time by half and double their revenue.

Mandeep was selected as one of the top 100 coolest people in Australian tech by Business Insider in October 2016, awarded Young Business Leader by IABCA in 2017 and nominated as Finalist for 2017 Young Business Leader of the Year award by Optus. For his contribution to Australia as a successful migrant, Mandeep’s name was added to the 79th Bronze Panel of the Welcome Wall in 2018. Prior to embarking on the start up journey, Mandeep worked in the financial services sector for over a decade and added an Executive MBA with Distinction average from Sydney Business School in 2014 to his academic profile.

Prior to starting Effi in 2020, Mandeep founded online marketplace called HashChing in 2015 connecting borrowers to a local mortgage broker and exited in 2019 after settling $2bn worth of home loans. Mandeep has over 15 years of banking working at Westpac, CBA and AMP on various strategic projects.

**[Kurt Yang](https://www.linkedin.com/in/kurt-yang123/)** (host)

Kurt is an experienced product leader, passionate about leveraging innovative digital technologies and lean product management methodology to help organisations and customers solve their problems effectively. Over the years, Kurt accumulated solid product management experience from companies like CBA, VMware, and Cashrewards.

Kurt also provides lean product management consulting to startups and product coaching to individuals. For more info, please check out [kurtyang.com](https://www.kurtyang.com/).

**Agenda:**

* Introduction
* Presentation & demo
* Learnings and tips sharing
* Q&A

**When:** 7pm-8pm AEST, Tuesday, 13th May 2025

**Where:** Virtual (Google Meet link will be provided upon registration)

Gen AI in Fintech

Kurt Yang

Christian Ehnis

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Herika Azevedo

Corina Y

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Robert Gagliardi

Dai-Kyu (DK) Kim

The Future of Customer Engagement in Financial Services - Voice AI Agent

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