Archives: Agenda

Dealing with complaints and disgruntled customers in a way that encourages trust, loyalty and beneficial outcomes.

How digital first financial firms attract and scale their customer base.

As financial institutions move from experimentation to enterprise-wide deployment, the AI agenda is becoming more complex and more consequential. We examine the key trends shaping how AI is being adopted, governed and scaled across financial services, from the rise of agentic systems and evolving regulatory expectations, to the growing pressure to demonstrate real commercial value. Drawing on GlobalData’s latest research, we explore how leading firms are prioritising investment, where momentum is building, and where risks are emerging. This session provides a clear view of what leaders need to focus on now to stay competitive, compliant and credible as AI matures.

Financial institutions across the Nordics are deploying AI into regulated functions at pace. Most are doing so on fragmented controls infrastructure — detection in one system, policy in another, archive somewhere else, investigations requiring manual reconstruction across all of them. The AI is advancing. The controls around it are not always keeping pace.

This session sets out what defensibility-grade integrated controls look like in practice: what it takes to maintain an end-to-end, auditable evidence trail from regulatory obligation to case outcome, where most institutions have integration gaps today, and what a practical modernisation path looks like. Drawing on patterns from more than 100 financial institution deployments, it gives compliance, AI, and risk leaders a concrete framework for assessing where their controls programme stands — and what to prioritise next.

Step into the Future of AI from pioneering intelligent automation to unleashing the power of Agentic AI across the SS&C estate. Join us on our journey, where we are moving beyond automation to build AI agents that are driving change at scale with a digital-first mindset and governance-first approach. Walk away inspired, informed, and ready to lead your own transformation.

What you’ll take away:
• The story of our evolution—from automation to AI-led operations.
• How we’ve deployed agentic AI agents at scale, with governance at the core.
• Why experience, innovation, and trust matter when choosing your AI partner.

As Nordic financial institutions move from AI pilots to enterprise-scale production, the “Sovereignty Trap” remains the biggest hurdle. High-value initiatives often stall when sensitive proprietary data meets the boundaries of public cloud APIs. In this session, we explore Private AI—a transformative architectural approach where the organization, not a third-party provider, hosts and controls the AI models within its own secure environment. By “bringing the model to the data” rather than sending sensitive enterprise data to an external cloud, firms can ensure that LLMs run entirely within their own firewall. Join us to discuss how this inverted architecture satisfies the strictest global mandates—including GDPR and the EU AI Act—while providing the immutable audit logs required for modern fund governance and risk management.

Generative AI is no longer novel. Financial institutions are now at a crossroads: either continue managing a fleet of helpful “assistants” or transition to Autonomous Agents. While basic LLMs can summarise data, true “Agents with Agency” can execute complex workflows – from AML investigations to KYB verification – autonomously. However, in the high-stakes world of FSI, there remains a significant risk. We will deconstruct a manual Anti-Money Laundering (AML) workflow to show how agentic systems mimic human reasoning, and more importantly, how adopting a governance layer ensures these agents operate within safe, auditable parameters, to move beyond the “AI as a toy” narrative and explore the architectural shift required to give AI the power to act.