Archives: Agenda

*Exclusive 45-minute session | Invitation-only*

This closed-door roundtable brings together senior financial-services decision makers to hear from GlobalData’s research and analysis team , who will present key industry trends and predictions as surfaced through their proprietary data and intelligence, and how they will impact the use of AI across the Nordic banking, insurance and fintech sector. This Chatham House Rule environment will also facilitate the creation of senior peer-to-peer networks around the topic of AI adoption to support industry benchmarking and collaboration.

We explore how Retrieval-Augmented Generation (RAG) can transform quantitative research workflows by enabling accurate, context-aware answers sourced from technical documentation.

• How to build RAG pipelines to handle complex, domain-specific queries efficiently
• What are the key technical challenges, like: retrieval strategies, query handling, grounding and answer generation
• How to train and evaluate these systems
• What are the best practices and learnings for designing robust, scalable AI assistants for quant and business decision-making

From skeptic to believer: join Marius Beliunas on his real-world journey through the evolving world of AI in financial services. Discover how rigorous testing and hands-on experience with Moterra’s Business AI Suite led to breakthrough results. Walk away inspired, with practical insights on adopting secure and compliant AI in highly regulated industries.

• Follow Marius Beliunas’ transformation from AI skeptic to advocate for secure, responsible innovation
• Hear how “testing everything and believing nothing” led to real breakthroughs with Moterra’s Business AI Suite
• Explore live examples of AI boosting security, productivity, and compliance in financial services
• Leave equipped with actionable strategies for implementing Agentic AI and GenAI in regulated environments

Navigating Agentic AI and Emerging Threats in Financial Services

• The Current State of AI Security in Financial Services – How organisations are balancing rapid AI innovation against regulatory requirements (EU AI Act, DORA) and legacy infrastructure challenges while maintaining robust security controls
• Agentic AI: The Next Security Frontier – Understanding autonomous AI systems in financial services, their unique security challenges, and practical approaches to securing AI agents that make independent decisions and interact with critical systems
• AI-Powered Security Tools Moving to Production – Demonstrations of AI security solutions including automated threat modelling and AI-generated incident response scenarios, showing how GenAI is transforming defensive security operations
• Industry Trends Shaping the Future – The shift from AI governance theatre to measurable implementation, growing enterprise acceptance of GenAI for defensive security, and the emergence of cross-industry collaboration through open-source security tools
• Practical Implementation Focus – Key takeaways for building production-ready AI security programs that deliver measurable outcomes while enabling innovation velocity

• What is a Frontier Firm? – Defining the concept: AI-first, agile, and digitally mature organisations leading transformation in Financial Services
• Stages of Becoming a Frontier Firm – From experimentation to scale: exploring the journey from pilot projects to enterprise-wide AI adoption
• Microsoft’s Role in Enabling FS Transformation – How Microsoft’s platforms, Copilot, and industry-specific solutions are laying the foundation for AI-first financial institutions
• Xpedition as a customer zero – sharing how Xpedition is implementing Agents, upskilling teams, and acting as a customer zero to model transformation
• Why Now? – Discussing the urgency and opportunity for FS firms to move beyond hype and build real capability in AI

• How financial institutions can move from AI governance principles to measurable, auditable practice
• How to connect AI governance principles with deep technical controls that provide evidence for confident AI decisions
• How evidence-based governance transforms compliance from a constraint into a driver of trust, performance, and innovation across financial organizations
• A real-world GenAI success case with a leading wealth management institution, showing how AI principles were turned into rigorous controls to test model performance, risk, and compliance

Artificial intelligence is rapidly reshaping how organisations design, deliver, and deepen customer experiences. Across sectors such as TBC brands are already using AI to reimagine loyalty, anticipate needs, and create experiences that evolve in real time.

In this presentation, we’ll share insights from our work with leading global clients, highlighting how these industries are transforming through AI and what the financial services sector can take from their progress. From data-driven personalisation to predictive engagement and trust-led design, we’ll explore how intelligent systems are becoming central to modern customer strategy.

The session will examine:

• How leading industries are operationalising AI to create more adaptive, intuitive experiences
• The capabilities and mindset shifts FSI organisations need to accelerate innovation
• What the next phase of intelligent experience design looks like in practice
• This talk will provide a strategic view of how AI is evolving experience ecosystems, and how financial institutions can position themselves to lead, not follow.