Scaling AI in Finance — AI Refactoring and Privacy, Security, Accuracy... time to get practical

TEQ Shift Webinars
58:42
In this session, we take a deep dive into how AI is transforming financial IT, from refactoring legacy systems to AI-powered coding and enterprise-grade RAG for better data management.
Key Takeaways:
→ AI refactoring — modernising legacy code, automating compliance and optimising performance.
→ AI-powered coding — How Bolt.new, Replit, Cursor.ai and GitHub Copilot are transforming development in finance.
→ Regulatory & Security Challenges — Navigating compliance, governance, and secure AI-assisted coding.
→ Live Demos — See AI bring an application to life and improve data workflows with RAG.
0:00 Introduction and experts
4:06 Welcome from Philipp Ringgenberg
10:02 Live Use Case, prompting a new Spotify in 5 minutes
15:45 From No-Code, Low-Code to AI-Code with cursor.ai, GitHub Copilot and more
18:37 AI Refactoring and compliance for IT Infrastructure and Software in Finance
28:25 AI engineered for Privacy, Security, and Accuracy — at scale.
46:07 Live Use Case: Going beyond RAG
52:23 Key take aways
53:25 Short Q&A and Outro
Speakers
Marc Gasser
CCO @ CREATEQ
Strategic CCO and seasoned founder with 20+ years of expertise in B2B SaaS marketing, revenue operations, and scaling tech ventures. Marc is a driving force behind AI-powered solutions and agile teams, helping businesses transform ambitious visions into scalable realities.
Lauren Hawker
CMO @ Squirro
Podcast host, and AI education leader. Lauren bridges technology and creativity, advancing AI adoption through initiatives like Squirro Academy and the award-winning podcast “Redefining AI,” while championing diversity in tech.
Philipp Ringgenberg
CEO @ CREATEQ
Philipp is an expert in digital transformation with 27+ years of IT leadership. He is passionate about driving impactful software solutions, fostering high-performing teams, and leading innovations that transform IT into a business enabler.
Oliver Gausmann
CCO @ CREATEQ
Oliver is blending 20+ years of experience in AI and technology with operational excellence. Oliver specializes in delivering AI-driven solutions that enhance business efficiency and scalability, leveraging his expertise in no-code and low-code development.
Dr. Bernd Schopp
COO @ Squirro
Bernd is a seasoned expert in digital transformation and AI-driven innovation. He brings 25+ years of experience in leveraging cutting-edge technology to revolutionize businesses, driven by a passion for exploration and growth.
Dorian Selz
CEO @ Squirro
With over 25 years of entrepreneurial experience, Dorian has pioneered AI and machine learning innovations, scaling businesses like Squirro and local.ch into industry leaders.

Scaling AI in Finance — AI Refactoring and Privacy, Security, Accuracy... time to get practical
58:42