Why Attend?

WHAT TO EXPECT

  • Expert insight from an impressive speaking faculty, 60% of which are director+ level from the biggest FS companies in the industry.
  • Discover the latest innovation and updates from a remarkable agenda, which covers both front-end and back-end themes.
  • Invaluable networking opportunities.
  • Be part of timely and relevant conversations and hear about topics that are trending in the industry, including Chat GPT and the best ways to manage the novel risks and challenges of AI.

150+

Attendees

10+

Exhibitors

20+

Speakers

75%

Attendees at Director+ level

150+

Attendees

10+

Exhibitors

20+

Speakers

75%

Attendees at Director+ level

Artificial Intelligence in Financial Services 2025

Agenda

  • 25 Nov 2026
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FOUNDATIONS AND STRATEGY

8:50 AM

Chairperson’s Opening Remarks

9 AM

AI in the enterprise – vision to reality

  • Moving beyond experimentation: what separates the institutions turning AI ambition into production-grade deployment from those stuck in pilot purgatory
  • Where is AI delivering measurable enterprise value today, and how are leaders prioritising investment across the front, middle and back office?
  • Building the business case: aligning AI initiatives with commercial strategy, risk appetite and board-level expectations
  • Lessons learned from early adopters: what senior leaders wish they had known before scaling AI across the organisation

9:30 AM

Is your organisation AI-ready?

  • Assessing readiness across the four pillars: data, infrastructure, talent and culture
  • Designing an AI operating model that fits your organisation, from centralised centres of excellence to federated delivery
  • Identifying and addressing the most common blockers to adoption before they derail your roadmap
  • Practical frameworks for benchmarking maturity and sequencing your AI investment

10 AM

How can you create a frameworks and guardrails for something continuously changing?

  • How can organisations create governance frameworks that are robust enough to manage risk, but flexible enough to evolve alongside rapidly changing AI capabilities?
  • Moving from static policies to real-time governance: what does effective oversight look like in practice?
  • How do you establish clear boundaries without slowing experimentation, adoption and innovation?
  • Who owns the guardrails, and how should responsibility be shared across technology, risk, compliance and the business?
  • How can frameworks be continuously tested, updated and enforced as models, use cases and regulation evolve?

10:30 AM

ROUNDTABLES

Humans/workers are 'freed' – now what?

Time saved does not necessarily translate to financial return. With humans freed from arduous admin tasks, how can we unlock their full potential?

AI first? A strategy for your organisation

Is AI first the right strategy? How can you embed AI throughout your org?

Engaging the board (stakeholders) with AI

What questions do boards need to know, and how can you frame these? How can you effectively brief, without overwhelming? Briefing direction of travel, rather than rule detail. How to identify early warning signals and key strategic risks for the board?

Death by agents - when should you use?

Danger of empowering people to create hundreds of agents and ultimately, a mess to clean up. How can agents be the death of your business?

AI for AI’s sake - cutting through the hype

Not everything needs AI or even a top-of-the range model - how can you cut through the hype of AI implementation and decide what really benefits from AI

11 AM

Networking Coffee Break

IMPLEMENTATION AND INTEGRATION

11:20 AM

Empowering decision making with Agentic AI

  • Deploying agentic workflows in practice: where autonomous agents are adding value across research, operations and client servicing
  • Designing the right level of human oversight: guardrails, escalation paths and approval checkpoints
  • Integrating agents with legacy systems and existing workflows without disrupting the business
  • Honest reflections on what worked, what did not, and what comes next

11:40 AM

Build, buy or partner? Choosing your route to enterprise AI

  • Weighing up in-house development, off-the-shelf platforms and strategic partnerships as the vendor landscape matures
  • The hidden costs of each route: integration, maintenance, talent and technical debt
  • How leading institutions are combining approaches to accelerate time to value without sacrificing control

12 PM

Data as a backbone of AI – management and utilisation

  • Why data readiness, not model selection, is the true determinant of AI success
  • Building the data foundations: quality, lineage, governance and access at enterprise scale
  • Unlocking unstructured data: turning documents, communications and market content into AI-ready assets
  • Practical steps for aligning data strategy with your AI roadmap

12:20 PM

From data chaos to AI advantage: building the modern data foundation

  • Why fragmented data estates remain the single biggest brake on enterprise AI ambition
  • Architectures that work: unifying access to structured and unstructured data without a multi-year replatforming programme
  • Embedding governance, security and lineage into the data layer so AI can scale safely

12:40 PM

Lunch and Networking

AUTOMATING WORKFLOWS AND THE HUMAN ELEMENT

1:40 PM

Intelligent automation in action: orchestrating AI across the enterprise

  • Moving from isolated bots and point solutions to orchestrated, end-to-end intelligent workflows
  • Where generative and agentic AI are extending the boundaries of what can be automated
  • Real-world results: efficiency, accuracy and capacity gains from institutions already scaling automation

2 PM

Overcoming barriers to AI implementation

  • Navigating the real-world blockers: legacy technology, data silos, budget constraints and cultural resistance
  • Securing stakeholder buy-in: bringing risk, compliance and the front office along on the journey
  • Managing vendor relationships and avoiding lock-in as the market evolves at pace
  • How to fail fast, learn quickly and keep momentum when projects hit turbulence

2:20 PM

Automating workflows and streamlining operations with AI

  • Identifying the highest-impact processes for automation across the middle and back office
  • Combining AI, RPA and workflow tooling: choosing the right technology for the right problem
  • Quantifying the impact: efficiency gains, error reduction and capacity released for higher-value work
  • Scaling from single-process wins to an enterprise-wide automation programme

2:40 PM

AI you can trust: explainability and control in regulated environments

  • Practical techniques for making AI decisions transparent, auditable and defensible to regulators and clients
  • Building monitoring and human-in-the-loop controls that satisfy risk without slowing the business

2:55 PM

Deploying AI at speed: from use case to production in 90 days

  • A practical playbook for taking an AI use case from concept to live deployment in a single quarter
  • Avoiding the common traps that turn quick wins into stalled projects

3:10 PM

Bridging the skills gap

  • Upskilling at scale: building AI literacy across the whole organisation, not just the technology function
  • The new roles emerging in the AI-enabled enterprise, from prompt engineers to AI product owners
  • Competing for scarce talent: recruitment, retention and the case for growing your own
  • Redesigning roles and career paths as AI reshapes the day-to-day work of your teams

3:10 PM

Bridging the skills gap

  • Upskilling at scale: building AI literacy across the whole organisation, not just the technology function
  • The new roles emerging in the AI-enabled enterprise, from prompt engineers to AI product owners
  • Competing for scarce talent: recruitment, retention and the case for growing your own
  • Redesigning roles and career paths as AI reshapes the day-to-day work of your teams

3:40 PM

Networking Coffee Break

FOUNDATIONS AND STRATEGY

4:05 PM

The AI-first enterprise: a roadmap from strategy to scaled deployment

  • What the most advanced institutions are doing differently: lessons from AI programmes delivering at enterprise scale
  • Sequencing the journey: foundations, first wins, scaling and continuous improvement
  • Preparing for what comes next: agentic AI, autonomous operations and the changing shape of the technology stack

4:25 PM

Measuring what matters – tracking the ROI of enterprise AI

  • Defining success before you start: setting metrics that connect AI investment to business outcomes
  • Moving beyond productivity anecdotes to a rigorous view of cost, revenue and risk impact
  • Reporting AI value to the board: what senior stakeholders actually want to see

5 PM

What does the future of the workforce look like?

No one wants to discuss the elephant in the room; however, the role of humans has changed drastically forever. What does the future of the workforce look like, and are there dangers to the future generation of leaders?

5:30 PM

Networking Drinks Reception

Plan Your Visit

Venue

London Marriott Grosvenor Square

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+44 (0) 20 7947 2715

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Kellee Halliburton

Marketing Manager

+44 (0)20 4540 7703

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Head of Event Content

Emily Martyr


+44 (0) 20 7947 2715

MARKETING ENQUIRIES