Maribeth Martorana

Vice President, Innover Digital

Maribeth Martorana is an accomplished product leader with over two decades of experience driving transformation at the intersection of finance, data, and technology. As the Founder & CEO of Sapient Advisors, she leads a data and AI consultancy for mid-market financial services, insurance and commercial real estate companies to implement strategic data and AI solutions. Maribeth helps clients assess AI readiness, prioritize high value use cases, and deliver de-risked prototypes and MVP roadmaps through structured design sprints and product strategy engagements. In addition, Sapient Advisors has developed comprehensive data and AI services from sourcing and structuring machine-readable data to aligning data products with monetization strategies and AI deployment. Previously, Maribeth served as SVP of Product Strategy & Partnerships at Aiera, where she was functionally the Chief Strategy Officer. She led the firm’s product roadmap and go-to-market execution across data and AI-powered components. Her initiatives increased revenues by 30% in the first year and established a robust partnership pipeline. At the CFA Institute, Maribeth held the role of Senior Director, Chief of Staff for Global Solutions & Partnerships – Americas, acting as strategic advisor to the Managing Director. She spearheaded operational and regional alignment initiatives and led the ESG speaker series, which contributed to a 25% increase in certification registrations across the Americas. Maribeth made a significant impact during her 8-year tenure at Moody’s Analytics, where she held various strategic roles including Director of Product Strategy for the Data Solutions Group and the MA Accelerator. She led AI and machine learning product initiatives such as Quiqbot, built strategic partnerships such as FinTech Sandbox, and led high-impact product launches like Moody’s Excel Add-In for CreditView. She integrated emerging technologies into Moody's products. Maribeth oversaw Moody’s research distribution network, expanding it to include 30 different partners and optimizing distribution channels to enhance content reach and impact. Prior to Moody’s, she was VP of Product Development at FactSet, where she launched several research-focused fintech products and led product innovation in the investment banking group, including FactSet's Embargoed Research and Readership Analytics tools.Maribeth is a recognized thought leader, frequent panelist and podcast guest. She co-chaired New York Fintech Week and serves on the FinTech Thought Leadership Committee of CFA Society New York. She is a mentor with Entrepreneurs Roundtable Accelerator (ERA) and advisor to startups.

All Sessions by Maribeth Martorana

9:00 am - 9:50 am

Use Case 4: Banking Operations

Move beyond basic chatbots to high-integrity, production-ready AI agents delivering measurable impact across banking operations. This session combines real-world use cases with facilitated discussion to explore how institutions are moving from experimentation to scalable, governed, high-integrity AI. Featuring three applied use cases in Lending (AI-powered credit memo generation), Compliance (Fair Lending regression analysis), and Cybersecurity (AI-driven data classification), we will walk through how these solutions are designed, implemented, and operationalized. Moderated discussion and audience Q&A will highlight key decisions, tradeoffs, and lessons learned, including how to implement human-in-the-loop controls, ensure regulatory alignment, and build audit-ready workflows.

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