An agenda built through deep collaboration with our community to ensure every session delivers substance over soundbites. You’ll hear from true subject matter leaders via candid interviews and case studies, collaborative roundtables, and varied panel discussions —providing clarity on what’s driving success across the AI landscape in Financial Services.
Leading financial institutions are no longer experimenting—they’re scaling. Dive into how firms are operationalizing AI across the enterprise to meet rising customer expectations, reduce cost-to-serve, and unlock new revenue streams.
· Move beyond experimentation to full-scale deployment to stay ahead of AI-native challengers and evolving market demands.
· Build the infrastructure—from data pipelines to model ops—that enables scalable, secure, and compliant AI systems.
· Mobilize the right talent and governance to ensure responsible AI adoption across business units.
Sathish Muthukrishnan, Chief Information, Data and Digital Officer, Ally
Alejandro Perez, Chief Administrative Officer, BNY
Lúcia Soares, CIO and Head of Technology Transformation, The Carlyle Group
Gary Hoberman, Founder & CEO, Unqork
Moderator: Jessica Renier, Managing Director, Digital Finance Institute of International Finance
Despite the transformative power of GenAI, its adoption in financial services remains gradual as banks proceed with caution—and for good reason. In this keynote, Dr. Scott Zoldi will unpack the core limitations of current large language models in regulated, high-stakes environments, and explore why trust, governance, and domain specificity must be at the heart of any Responsible GenAI strategy. This session will challenge assumptions and offer a practical roadmap for building GenAI that is ethical and explainable for financial services.
Dr. Scott Zoldi, Chief Analytics Officer, FICO
Scaling AI in finance demands more than smart models—it requires a robust, end-to-end infrastructure that embeds trust, transparency, and control at every layer.
· Build resilient data foundations with lineage tracking, access controls, and quality assurance to ensure AI systems are auditable and compliant from the ground up.
· Operationalize model governance through real-time monitoring, bias detection, and explainability tools that meet both internal and regulatory standards.
· Design deployment environments that support safe scaling—featuring automated testing, rollback capabilities, and role-based access to protect against operational risk.
Srini Venkatesan, CTO, PayPal
Colman Madden, Head of Customer Engineering, Google Cloud
Alla Whitson, Chief Information Officer, MUFG
Mike Carr, CTO, Vanguard
Moderator: T. Alexander Puutio, Adjunct Professor, NYU Stern School of Business
AI agents are gaining significant traction across financial institutions. Yet in complex functions such as investment banking, a manual "last mile" persists in financial modeling and deal analysis, driven by tacit expertise and highly individualized practices. This keynote explores how these craft-intensive workflows can be responsibly delegated to AI, featuring concrete use cases in valuation, deal-execution support, documentation, verification, and reporting.
Hiroki Ida, Global Head of Financial Services, GenerativeX
The Strategic Shift - How Agentic AI is Redefining the Financial Enterprise
As Agentic AI evolves from task automation to strategic orchestration, leaders in banking, insurance, and financial services face a defining inflection point. Beyond efficiency gains, this shift demands a reimagining of operating models, governance, and talent — challenging institutions to move from reactive transformation to proactive reinvention.
In this exclusive VIP session, Ema Founder & CEO Surojit Chatterjee will lead a candid conversation on how autonomous AI agents are driving transformation across the financial value chain, from risk and compliance to customer engagement and portfolio management. Discover what forward-thinking executives are doing today to balance innovation with control, and how to lead cultural and structural change that ensures resilience and long-term advantage.
A behind-the-scenes conversation with Kapital Bank Mexico’s co-founders on how strategic vision and technical innovation came together to create a fully AI-native financial institution from the ground up.
Arjun Sethi, co-Founder Kapital, co-CEO Kraken, Chairman Tribe Capital
Fernando Sandoval, Co-founder & CFO, Kapital
Moderator: Daniel Gorfine, Adjunct Professor of Law, Georgetown
Get a rapid-fire dose of practical insights as three industry leaders share how AI is being deployed across different layers of the financial ecosystem—from front-office innovation to back-end transformation.
Each 8-minute case study delivers a focused, real-world example of AI in action, followed by a dynamic Q&A to unpack lessons learned, challenges faced, and measurable outcomes.
In this session:
- Beyond the Black Box: Interpretability of LLMs in Finance
Hariom Tatsat, VP of Quant, Barclays
- AI Won’t Replace Credit Acumen, It Will Expose Where It’s Missing
Karthik Nandyal, Co-Founder and Co-CEO, CredCore
Saumil Annegiri, Co-CEO, CredCore
- Intelligence Equilibrium: A New Operating Model
John Almasan, Senior Managing Director, Head of AI & Emerging Tech, TIAA
Moderator: Richelle Carey, Broadcast Journalist, Reuters Events
These small-group sessions, conducted under the Chatham House Rule, are designed to foster candid dialogue and strategic collaboration. Led by a diverse mix of thought leaders, practitioners, and academics, each session is structured as a facilitated workshop with clear objectives, pre-session framing, and post-session takeaways.
Attendees will engage in outcome-driven discussions that address both strategic imperatives and practical implementation challenges in enterprise AI.
Topics:
- From Experiments to Enterprise: Architecting AI Foundations for Scalable Value
Parag Karnik, CTO Enterprise Platforms, Nutanix
- Beyond RAG: Engineering Resilient Data Architectures for Multi-Agent AI
Mark Johnson, Senior Manager, Sales Engineering, Cockroach Labs
- Build, Buy, or Blend: Designing AI strategy for Control, Speed, and Outcomes
Jacqueline Goldberg, VP Sales, Unframe
- AI Risk & Compliance: From Policy to Practice
Simone di Castri, CEO & Co-Founder, Cambridge SupTech Lab
- Customer Experience & Personalization at Scale
Dr. Eugene (Gene) Kolker, Co-Founder of SyncMD.com & New York University
- Operationalizing Responsible AI: Governance That Delivers
Chris Donahoe, Managing Partner, Head of AI Strategy, Stillpoint
- Measuring AI Maturity: From Compliance to Competitive Advantage
Alexandra Mousavizadeh, CEO and Cofounder, Evident Insights
AI investment is accelerating—but how do you prove it’s paying off? In this session we will discuss the evolving metrics, values and mindsets financial institutions are using to quantify AI’s true impact.
· Quantify AI’s contribution to revenue, cost, and risk by linking model outputs to business outcomes—such as fraud reduction, credit decisioning accuracy, and customer lifetime value.
· Adopt next-gen KPIs and valuation models that go beyond traditional ROI—capturing time-to-value, model reuse, automation lift, and AI-driven productivity gains.
· Debate short-term wins vs. long-term value creation, and hear how firms are balancing quick wins with foundational investments in data, infrastructure, and talent
Byron Vielehr, Partner, COO, Apollo Asset Management
Shobhit Varshney, Head of AI, Citi
Kyle Langworthy, Head of AI, ML, and Data Practice, Riviera Partners
Sherry Marcus, Head of AI, Tradeweb
Moderator: Alexandra Mousavizadeh, CEO and Co-Founder, Evident Insights
In financial services, trust isn’t just a value—it’s a competitive advantage. As AI systems move from decision-support to autonomous decision-making, the stakes rise exponentially. Risk is no longer confined to compliance; it spans systemic stability, reputational resilience, and ethical accountability. This panel reframes trust and risk as strategic imperatives for leaders building AI-native institutions.
Josh Haecker, GM and SVP of Geopolitical Risk, Dow Jones
Richard Stobo, Senior Financial Sector Expert, IMF
Traci Mabrey, Global Head, Financial Services Public and Credit, GLG
Moderator: Chris Donahoe, Managing Partner, Head of AI Strategy, Stillpoint
AI is rewriting the rules of financial services: in this keynote, we’ll explore how firms can unlock breakthrough value by reinventing the core and pioneering new experiences at the edge—where trust, intelligence, and customer relevance will define the next generation of leaders.
Rick Chavez, Partner, Co-Lead of Customer Innovation and Growth, Oliver Wyman
Get a rapid-fire dose of practical insights as three industry leaders share how AI is being deployed across different layers of the financial ecosystem—from front-office innovation to back-end transformation.
In this session:
1) People Transformation at Scale: Building AI Fluency in a Traditional Financial Institution
Ahmed Mazhari, AI Transformation Advisor to Sumitomo Mitsui Financial Group
2) From Search to Strategy: How AI Knowledge Platforms Accelerate Decision-Making
Tom Deany, Solutions Engineer, Glean
3) Redefining Retail Investing: From ETFs to Personalized Portfolios
Stephen Sikes, COO, Public
Moderator: Richelle Carey, Broadcast Journalist, Reuters Events
As AI agents become embedded across financial workflows, the nature of work is being fundamentally redefined.
· Redesign workflows and decision chains to integrate AI agents as co-pilots, not just tools—augmenting human judgment in areas like underwriting, fraud detection, and portfolio management.
· Identify the new skillsets and structures required to thrive in hybrid teams, where prompt engineering, model oversight, and AI fluency become core competencies.
· Learn how leading firms are evolving talent strategies—from reskilling programs and AI literacy initiatives to new org charts that reflect the rise of agentic systems.
Danial Jameel, Founder & CEO, Saris AI
Alex Baldenko, Head of Research and Development, MassMutual
Jo Jagadish, Head of Digital Banking & U.S. Contact Centers, TD Bank
Nikhil Joshi, CIO – Markets, Citi
Moderator: Atif Rafiq, CEO and Co-Founder, ex-President MGM, former CIO Volvo, former CDO McDonald’s, Ritual
Following Chatham House Rule, these small-group sessions bring together industry will be led by thought leaders, practitioners, and academics. They create an environment for open dialogue and valuable connections while exploring essential topics in enterprise AI implementation.
Topics:
- Masterclass: Breaking Free from Pilot Purgatory – Turning Experiments into Measurable ROI
Jacqueline Goldberg, VP Sales, Unframe
- Beyond Pilots: Defining Scale in the Age of AI Agents
Parag Karnik, CTO Enterprise Platforms, Nutanix
- Generative AI in Financial Services — From PoC Fatigue to Enterprise Transformation
Mark Johnson, Senior Manager, Sales Engineering, Cockroach Labs
Steven Brucato, Principal Solutions Architect, FSI, AWS
- Monetizing AI with Cognitive Banking: Actionable Data to Improve Share of Wallet
Chris Hall, Head of Sales, Personetics
- Suptech + Regtech: The Convergence Driving Autonomous Finance
Simone di Castri, CEO & Co-Founder, Cambridge SupTech Lab
- The Future of Work: Talent, Culture & AI Fluency
Dr. Eugene (Gene) Kolker, Co-Founder of SyncMD.com & New York University
- The AI Org Chart: Who Owns What in the Age of Agents?
Chris Donahoe, Managing Partner, Head of AI Strategy, Stillpoint
- Ethics at Scale: Embedding Responsible AI into Financial Systems
Alexander Puutio, Adjunct Professor, NYU Stern School of Business
- Reimagining Customer Value in the Age of AI Agents
Atif Rafiq, CEO & Co-Founder, Ritual (ex-President MGM, former CIO Volvo, former CDO McDonald’s)
Private Lunch Workshops - Building a Customer Trust Architecture for AI in Banking with Oliver Wyman
As AI becomes central to daily life, trust is now a competitive differentiator. This session explores how institutions can design a customer-first trust architecture—not just as a tech challenge, but as an experience imperative.
We’ll unpack how trust in AI evolves from the customer’s perspective and what it takes for banks to earn and sustain it across five layers: Choice, Custody, Correctness, Conscience, and Championing. Through real-world examples, we’ll show how these layers come to life and what leading institutions are doing to operationalize them.
· Revisit the promises and pitfalls of AI with fresh perspectives.
· Identify the most underestimated opportunities in the current cycle.
· Hear from skeptics and believers on what’s truly transformative.
Vrinda Menon, CTO, JPMorgan Chase Private Bank
Tom Taylor, Co-Head of Front-Office Engineering, Man
Anuj Jhunjhunwala, Head of Product, Merge
Moderator: Elizabeth Bourgoin, Head of Banking, Google Cloud
Digital transformation was just the beginning. As AI becomes foundational to every layer of the financial enterprise, leaders must now shift from adapting to reinventing—rethinking how their organizations operate, compete, and grow in a continuously disrupted environment.
· Explore how financial leaders are moving from digital transformation to AI reinvention.
· Discuss leadership, culture, and change management in the AI era.
· Learn how to future-proof your organization for continuous disruption.
Ryan Downing, CIO of Enterprise Business Solutions, Principal Financial Group
Katie McKay, Global Head of Retail Distribution Enablement, Manulife John Hancock Investments
Jess Turner, Global Head of Open Finance & Developer Experience, Mastercard
Wolf Ruzicka, CCO, Unlimit
Moderator: Chris Donahoe, Managing Partner, Head of AI Strategy, Stillpoint
