finos / zenith

Create a space where expertise can be identified and implemented to help the fintech ecosystem understand and adopt new technologies through the exploration and creation of common understanding.
https://zenith.finos.org
Apache License 2.0
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27 July 2023 - Emerging Technologies Meeting Agenda #49

Closed psmulovics closed 1 year ago

psmulovics commented 1 year ago

Date

27 July 2023 - 10 am EST / 3pm BST

Untracked attendees

Meeting notices

Agenda

Zoom Details

Join by Phone

padraignix commented 1 year ago

Patrick Downing | Morgan Stanley

psmulovics commented 1 year ago

Peter Smulovics / Morgan Stanley 🏦

wendallkaters commented 1 year ago

Kendall Perez / FINOS

brunodom commented 1 year ago

Bruno Domingues | Intel

ramirezj commented 1 year ago

James Ramirez | Bobsled

polinalevyant commented 1 year ago

Polina Levyant | GSR Markets

alvin-c-shih commented 1 year ago

Alvin Shih / Morgan Stanley

mimiflynn commented 1 year ago

Mimi Flynn / Morgan Stanley

Perelmuter commented 1 year ago

Rimma Perelmuter/FINOS

Orchius83 commented 1 year ago

Marco Manzi / Gedox

bishopbrock commented 1 year ago

Bishop Brock / STAC

padraignix commented 1 year ago

Meeting notes:

00:00:18.650 - The meeting started with small talk while waiting for participants to join.

00:00:26.890 - Keith J. O'Donnell reminded everyone to be present in the moment and marked attendance by 5 past the hour.

00:00:41.680 - Patrick Downing mentioned issue number 49 and encouraged attendees to add their attendance.

00:01:08.650 - Keith J. O'Donnell suggested playing smooth jazz to make waiting for the call to start more enjoyable.

00:01:17.770 - Keith J. O'Donnell discussed making meetings more multimedia and asked for music recommendations as long as it's open source.

00:03:20.940 - Keith J. O'Donnell asked Kendall Waters Perez to kick off.

00:03:23.450 - Kendall Waters Perez introduced herself and discussed the anti-trust policy and guidelines for project meetings.

00:04:04.470 - Kendall Waters Perez explained the responsibility of project leads in following Finos guidelines and the community code of conduct.

00:04:39.600 - Kendall Waters Perez mentioned that project meetings may be recorded for administrative purposes with explicit approval.

00:05:02.700 - Keith J. O'Donnell thanked attendees and outlined the agenda, including announcements and deep dives.

00:06:27.680 - Keith J. O'Donnell shared three announcements about a new blog and upcoming events.

00:07:32.300 - Keith J. O'Donnell announced the availability of a primer and showcased the content, mentioning the use of Technology Readiness Levels.

00:10:06.859 - Keith J. O'Donnell introduced Leila White from Tech Passport, who would demonstrate their platform and its enterprise-ready questions for onboarding projects.

00:15:23.560 - Leila White demonstrated the platform's marketplace, company information, and enterprise-ready questions.

00:17:23.589 - Layla White: Demonstrated Tech Passport's platform for requesting NDA or trial agreements using Docusign, which are signed within 1 to 2 days.

00:17:42.210 - Layla White: Introduced the "watch list" feature to keep an eye on specific products or technologies of interest.

00:17:55.520 - Layla White: The watch list enables collaboration and seamless communication on projects even without a contract in place.

00:18:06.550 - Layla White: Developing separate questions for early-stage companies to ensure relevancy and not overwhelm them.

00:18:25.520 - Layla White: Exploring expansion beyond software providers to include SMEs and outsourcing providers.

00:18:34.300 - Layla White: Demonstrated finding suppliers and adding them to the watch list.

00:18:45.510 - Layla White: Showcased the collaboration feature by adding names from the organization to a watch list.

00:18:52.620 - Layla White: Mentioned automatic notifications to procurement and regulatory teams.

00:18:59.560 - Layla White: Added the watch list and its contents.

00:19:01.440 - Keith J. O'Donnell: asked if there were any questions.

00:19:04.690 - Layla continued her presentation.

00:19:06.760 - Mentioned Tech Passport's platform being used for project selection and collaboration across the organization.

00:19:34.400 - Discussed potential expansion of the platform's scope to include different types of suppliers.

00:20:01.430 - Invited questions from the audience.

00:20:23.070 - Community member Peter Smulovics shared his positive experience with Tech Passport.

00:20:55.100 - Keith J. O'Donnell: Keith asked Layla about Tech Passport's engagement with the community and potential workshop discussions.

00:21:05.780 - Keith J. O'Donnell: Keith inquired about Tech Passport's consideration for engaging with technologies that are not yet enterprise-ready.

00:21:15.280 - Layla White: Layla responded positively, acknowledging the need for separate questions for early-stage companies.

00:21:43.440 - She discussed the iterative approach to build a product that aligns with community needs.

00:22:08.370 - Tech Passport's collaboration with accelerators for early-stage companies.

00:22:33.350 - Keith J. O'Donnell: Keith asked if Tech Passport is prepared for questions about commercialization of technologies.

00:22:59.080 - Layla White: Layla expressed readiness for questions about commercialization.

00:23:24.990 - She appreciated the partnership with the community and previous successful workshops.

00:23:48.290 - Keith J. O'Donnell: Keith praised the partnership and expressed excitement about future collaboration.

00:24:02.200 - Keith asked if anyone else had questions for Layla.

00:24:24.880 - Peter Smulovics: Peter shared his positive experience with Tech Passport.

00:24:36.770 - Layla White: Layla thanked the community and expressed the desire to add further value to the program.

00:24:42.990 - She expressed interest in supporting the community and building a product that meets their needs.

00:25:02.860 - Keith J. O'Donnell: Keith thanked Layla for her time and presentation.

00:25:27.470 - Layla White: Layla thanked the community for having her.

00:25:30.030 - Keith J. O'Donnell: Keith prepared to close the call.

00:25:34.060 - Keith discussed admin matters and attendance for the call.

00:25:40.640 - Keith J. O'Donnell: Keith invited attendees to join the mailing list for future updates.

00:26:07.220 - Keith J. O'Donnell: Keith asked for input on the frequency of future meetings, either every 2 weeks or monthly.

00:26:30.210 - Keith mentioned plans for the next meeting, showcasing Metaverse Zoom integration and the POC program launch.

00:26:47.040 - Keith J. O'Donnell: Keith reminded the attendees to update AI primers, offered spotlight opportunities, and encouraged reaching out with questions or requests.

00:27:17.160 - Peter Smulovics: Peter suggested using the raise hand option for feedback if chat is not available.

00:28:58.160 - Keith J. O'Donnell: Keith opened for Any Other Business

00:30:20.510 - General thanks and call closed out