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AI investment across Financial Services is accelerating rapidly, but the returns are not evenly distributed. While some institutions are already generating measurable business value through improved productivity, faster decision making and more intelligent customer operations, many others continue to invest heavily while struggling to move beyond isolated pilots and experimentation.
The gap between AI ambition and enterprise execution is widening. The decisions leadership teams make over the next 12 to 24 months around governance, operating models, data foundations, talent and execution discipline will increasingly determine which institutions create long term competitive advantage and which fall behind.
This session moves beyond the hype to focus on the harder operational and strategic questions senior leaders are now facing. Where should boards demand measurable ROI and where does continued experimentation still make sense? Why do so many AI initiatives fail to scale into production across large financial institutions? What differentiates the organisations successfully embedding AI into core business operations from those still trapped in proof of concept cycles? How do you monetise data assets that most organisations are still leaving largely untapped?
The discussion will explore the topics shaping the next phase of enterprise AI adoption across Financial Services, including Agentic AI driven operating models, intelligent automation across risk and compliance, the evolving regulatory landscape and the organisational challenges involved in scaling AI responsibly and effectively.
This is a conversation for leaders who have moved beyond asking whether AI matters and are now focused on how to turn AI investment into measurable enterprise value.
KEY EVENT TAKEAWAYS
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Understand: Moving Beyond AI Experimentation
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Explore: Closing the Execution Gap
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Discuss: Breaking the Cycle of Stalled Transformation
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Examine: Navigating the Next Phase of AI Adoption
EVENT AGENDA
6:30 PM
Networking on arrival
7:00 PM
Seated for dinner
7:05 PM
Welcome and Introductions.
Live discussion and interaction between roundtable attendees and host representatives.
9:00 PM
Closing Remarks
OUR UNIQUE FORMAT
FIVE-STAR DINNER
WHAT BETTER NETWORKING OPPORTUNITY THAN A FIVE-STAR DINNER, SERVED WITH A BOTTOMLESS SUPPLY OF DELICIOUS BEVERAGES. DELEGATES CAN EXPECT EXCEPTIONAL SERVICE AND ATTENTION.


DELEGATES WILL HAVE THE OPPORTUNITY TO NETWORK AND CONNECT WITH EXECUTIVE PEERS
NETWORKING
IBM is a leading provider of global hybrid cloud and AI, and consulting expertise. We help clients in more than 175 countries capitalize on insights from their data, streamline business processes, reduce costs and gain the competitive edge in their industries. Thousands of governments and corporate entities in critical infrastructure areas such as financial services, telecommunications and healthcare rely on IBM's hybrid cloud platform and Red Hat OpenShift to affect their digital transformations quickly, efficiently and securely. IBM's breakthrough innovations in AI, quantum computing, industry-specific cloud solutions and consulting deliver open and flexible options to our clients. All of this is backed by IBM's long-standing commitment to trust, transparency, responsibility, inclusivity and service.
Amazon Web Services (AWS) is guided by customer obsession, pace of innovation, commitment to operational excellence, and long-term thinking. By democratizing technology for nearly two decades and making cloud computing and generative AI accessible to organizations of every size and industry, AWS has built one of the fastest-growing enterprise technology businesses in history. Millions of customers trust AWS to accelerate innovation, transform their businesses, and shape the future. With the most comprehensive AI capabilities and global infrastructure footprint, AWS empowers builders to turn big ideas into reality. Learn more at aws.amazon.com
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