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2027 AGENDA

Monday

March 1

11:00 AM Registration Opens 
1:15 PM Opening Remarks 
1:30 PM – 2:30 PM Session 1: Panel

Building the foundation for agentic banking

  • Explore why an AI strategy is only as strong as the technology foundation beneath it
  • Understanding when incremental improvements are enough and when replacing a legacy core might be necessary
  • Technology changes to foster successful agentic operations
2:30 PM – 3:00 PM Session 2  

Fireside Chat  

FinAi Banking Summit features a frank one-on-one conversation on AI in banking and the future of agentic financial services.

3:00 PM – 3:30 PM Afternoon Coffee Break
3:30 PM – 4:00 PM Session 3: Presentation

Meeting clients where they are: AI in business banking

  • Building an intelligent, secure hub for managing corporate financial operations
  • Offering agents and real-time access to actionable insights
  • Avoiding pitfalls in agentic applications
4:00 PM – 4:30 PM Session 4: Interactive session

Ask the C-Suite

During this interactive networking session with your peers, brainstorm top-of-mind AI concerns or real-world hurdles your institution is navigating. Following the brainstorm session, each table will have an opportunity to ask C-Suite executives how they would tackle the situation. A transcript of this interactive session will be provided for use in your AI applications.

5:00 PM Cocktail Reception

Join us at the FinAi Banking Summit Opening Cocktail Reception for great drinks, great conversations, and an even better start to the summit.

Tuesday

March 2

8:00 AM Registration Opens
8:00 AM Breakfast 
9:05 AM Welcoming remarks 
9:10 AM – 9:40 AM Session 5

Fireside Chat  

A second, frank one-on-one conversation on AI in banking and the future of agentic financial services with a key industry executive.

9:40 AM – 10:25 AM Session 6: Presentation

Managing token cost in the era of omnipresent AI

  • Managing AI-related costs at scale
  • How to choose between open-source and closed-source models by examining challenges and risks
  • Building the right evaluation framework to determine model quality, cost, risk, latency, and scalability

10:25 AM – 11:00 AM Coffee Break

Take a break, grab a coffee, and visit with exhibiting sponsors.

Connect over coffee with fellow leaders in sales and marketing for informal networking and conversation.

11:00 AM – 12:00 PM Session 7: Panel

AI in action: Building agentic workflows in modern banking

  • Methods for agentic AI transforming fragmented banking processes
  • Deploying agents to triage applications and validate documentation
  • Breaking down the tech stack upgrades necessary for agentic systems
12:00 PM – 1:15 PM Networking Lunch
1:15 PM – 2:15 PM Session 8: Demos

Emerging Technology Showcase

During this session, attendees will experience demos of technologies from a curated selection of startups focused on FinAi and agentic AI.

2:15 PM – 3:00 PM Session 9: Panel

Small and medium-sized banks’ AI playbooks: Getting the most from your tech investments

  • Prioritize AI use cases that deliver measurable ROI with limited budgets and resources
  • Learn where smaller banks and credit unions are seeing the fastest operational and customer service wins
  • Hear practical strategies for scaling AI investments while avoiding costly missteps
3:00 PM – 3:30 PM Coffee Break
3:30 PM – 4:15 PM Session 10: Panel

Governance and accountability requirements for prudent agentic banking

  • Regulatory compliance update
  • The art of internal controls for technology that’s faster than light
  • Understanding, managing, and insuring agentic banking
4:30 PM Summit Concludes