Event Profile

Financial institutions are at a critical inflection point. While 74% of banking executives recognize data as critical to their success, only 21% feel prepared to harness its power. This session cuts through the AI hype to deliver actionable strategies that banks can implement immediately.

Drawing from real-world banking implementations and industry research, this presentation provides a clear framework for transforming fragmented data systems into AI-powered competitive advantages. Attendees will leave with a practical understanding of how to move from defensive AI strategies (fraud detection, compliance) to offensive growth strategies that drive 25% increases in cross-sell opportunities and 40% operational efficiency gains.

The curriculum outlines a clear, actionable path for institutions looking to advance their AI and data strategies by presenting a size-based maturity framework that helps organizations prioritize the right AI initiatives based on asset size. It also highlights a strong ROI roadmap, demonstrating tangible benefits such as a potential 50% reduction in data aggregation time, 30% faster regulatory reporting, and a 15% improvement in customer retention.

Plus, the session introduces a strategic decision framework for 2026, detailing four distinct approaches to data transformation and providing a clear cost-benefit analysis for each to help leaders make informed, forward-looking investment decisions.

Learning Objectives:

• Identify key barriers to leveraging data and AI within their organization.
• Outline actionable next steps to begin implementing AI initiatives.
• Prioritize AI initiatives that drive both efficiency and revenue growth.
• Analyze four approaches to data transformation in 2026 and evaluate the cost-benefit implications of each.

Duration: 60-minutes

Presented live and recorded on 9/30/26.