A Generative AI Framework for Credit and Financial Markets
Webinar Speaker: Fern Halper, TDWI VP Research, Senior Research Director for Advanced Analytics
Date: Tuesday, July 29, 2025
Time: 9:00 a.m. PT / 12:00 p.m. ET
Credit-focused financial institutions face increasing complexity as they scale across asset classes, regions, and data environments. With growing exposure to syndicated loans, private credit, structured products, and specialty finance, these firms must navigate massive volumes of fragmented data, evolving risk profiles, and tightening regulatory demands. Despite investing in talent, these companies face manual data tasks and underutilization of enterprise data.
Join TDWI VP of research Fern Halper and experts from Databricks and Scalata AI, to explore how generative and agentic AI are transforming underwriting, modeling, and risk evaluation. Learn how Scalata’s financial AI agents, built on the Databricks Data Intelligence Platform, enable secure, scalable, real-time decision-making across complex credit portfolios. Topics include:
- Architecting an end-to-end generative and agentic AI framework for credit and structured finance
- Deploying AI agents that automate key financial workflows and surface insights in seconds
- Enforcing strong governance with built-in data lineage, auditability, and access controls
- Integrating Databricks and Scalata AI to accelerate modeling and scalable insights across portfolios
Guest Speaker
Bruno Lorenzelli
CEO Founder
Scalata AI
Bruno Lorenzelli has over 25 years of experience in the market and 20 in the financial services industry. He started his career working for EU institutions dealing with software research programs and went on to work for Burau van Dijk International. From 2000 he worked for several blue chip system integrators such as Accenture and Infosys. Began as Manager at JP Morgan in 2005. Bruno then moved to Barclays and Deutsche Bank in 2008, and to Standard Chartered Bank in 2009. In 2010, he became a Director at Newedge and a Trader in 2011. From 2016 to 2020, set up his first startup Nova Star capital to trade illiquid cvredits. Bruno then founded his second startup TaXchange in 2020 which is currently the highest revenue performing fintech in Italy, and finally he has been one of the first leaders to look at Generative AI in 2021 in the credit and structure finance use case. He joined Microsoft AI lab to build a new generation fintech credit architecture in 2022. After 2 years of hard work he built Exchange Robotics in New York and launched a profitable startup Scalata.ai.
Bruno Lorenzelli has an extensive education history. Bruno obtained a Bachelor of Arts (B.A.) in Economics, Finance and Accounting from Università degli Studi di Bari in 1989-1993. Bruno then went on to pursue a Master of Arts (M.A.) in EU Law & Economics from the same university in 1994-1996. In 2001-2002, they completed an MSc in Computer Science with a focus in Distributed Information Systems from the University of London. In addition to their degrees, Bruno also holds an Investment Management Certificate from CFA UK which they obtained in November 2012.
Date: July 29, 2025
Time: 9:00 am PT
Fern Halper, Ph.D.