2027 AGENDA
Explore the Key Decisions Shaping AI in Banking.
From agentic workflows and infrastructure economics to implementation ROI and governance, the FinAi Banking Summit agenda focuses on the decisions financial institutions face as AI moves into production.
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
PANELISTS:
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 – 4:15 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
4:15 PM – 4:45 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 Ted Paris, Head of Analytics, Intelligence & AI at TD Bank.
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 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
PANELISTS:
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.
Participating Companies:
Apply Here2:15 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
PANELISTS:
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
PANELISTS: