AI & Connected Finance: A Private Executive Roundtable

With research indicating AI has become a top strategic priority for the vast majority of financial services executives, the industry is on the brink of enterprise-wide adoption of the technology.

This change moves AI from isolated use cases to a core component of business strategy and operations.

Senior leaders from across the banking, insurance and financial services sectors are set to convene on 29 January 2026 in New York for this exclusive, invitation-only event.

The dinner, held at the iconic Blue Box Café at Tiffany’s Fifth Avenue, offers a rare opportunity for a limited number of decision-makers to discuss critical ideas in a private and confidential setting, away from the hustle of larger conferences.

The central conversation will examine how AI innovation, from high-frequency data processing to intelligent automation, is fundamentally reshaping the digital foundation of modern financial organisations.

It will also explore how this is transforming the critical infrastructure that underpins and connects the entire global financial system.

Generative AI in financial services transformation

The event is designed for a select group of senior leaders, including Chief Information Officers steering digital strategy, Chief Technology Officers leading innovation and Chief Marketing Officers focused on modernising customer communications.

Discussions will cover how the latest developments in generative AI and automation can substantially enhance mission-critical functions.

This includes sophisticated risk management models, the automation of complex document processing and the hyper-personalisation of customer services.

For these executives, the topics highlight the growing co-dependence between advanced AI applications and the telecommunications ecosystems that enable them. The successful deployment of AI is no longer just about the algorithm; it is equally about the network's ability to support it.

This private session provides a unique forum for senior leaders to compare strategies, discuss common challenges and share practical, road-tested approaches for responsible and effective AI adoption within this highly regulated field.

AI-driven content management and compliance

As sophisticated AI models demand ever-greater data throughput with lower latency for tasks like real-time fraud analytics and high-frequency trading, the roundtable will likely consider how infrastructure partners are evolving to meet these stringent performance and compliance targets.

The reliability, speed and security of the network are becoming as critical to business success as the algorithms themselves. A brilliant AI tool is rendered ineffective by a slow or insecure network, making infrastructure a key competitive differentiator.

Financial institutions currently face intense and increasing regulatory pressures, alongside the operational need for secure, resilient and constantly available services. This makes the conversation around regulated industry compliance particularly timely and relevant.

The dinner offers a vital platform for sharing practical frameworks for adopting AI responsibly, ensuring that innovation is directly and transparently connected with stringent compliance requirements from the outset.

Participants will gain actionable insights from peer discussions, an experience not typically available at larger, more impersonal industry conferences.

The future of customer communications automation

The direction of travel for the industry is clear. As AI is integrated more deeply into core financial functions, from algorithmic trading and fraud detection to personalised digital banking and insurance underwriting, the underlying communications infrastructure is increasingly a source of competitive advantage.

The roundtable will explore how advanced connectivity and intelligent automation are at the heart of this ongoing financial services digital transformation, enabling institutions to operate more efficiently and serve customers more effectively.

For CMOs and other leaders focused on the customer experience, the discussion on customer communications automation will be key.

This segment will provide a space to explore how AI can be leveraged to create more meaningful, personalised and efficient customer interactions at scale.

The challenge lies in achieving this while adhering to the industry's strict security and regulatory standards.

The conversation will delve into strategies for balancing automated efficiency with the need for a secure and trusted customer relationship.

Attendance is limited to senior financial services leaders. Those interested in joining can register here.

Event details

Date: 29 January 2026
Location: Blue Box Café at Tiffany’s, 5th Avenue, New York

Agenda:

• 10:00 – Breakfast by Daniel Boulud
• 10:30 – Opening remarks: OpenText & Cognizant
• 10:40 – The Impact of AI on Financial Services
• 11:20 – Moderated Networking Discussion
• 11:50 – Closing remarks and peer exchange
• 13:00 – Ends