Your Exclusive Invitation

2026 is shaping up to be the year of Agentic AI in the Financial Services sector. But what are the critical success factors that determine whether your agentic AI initiative remains in proof-of-concept purgatory or becomes a trusted, enterprise scale solution?

The single biggest factor for FSI organizations is tied to its ability to bridge the Context Gap. This is space between what today’s AI models know and what your enterprise knows including your company heritage, proprietary intellectual property, data estate, trading models, corporate polices, risk tolerance and more.

Join GlobalData’s senior analysts and Impetus Technologies’ thought-leaders for an exclusive dinner at the award winning The Lambs Club, in mid-town Manhattan, to engage with fellow peers and subject matter experts to explore strategic approaches to agentic AI deployment including addressing an organization’s data gap, best practices in building a semantic foundation, the key components of a context engineering lifecycle methodology, how to build and manage multi-agent deployments with governance and trust to fully reap the benefits of this frontier technology.

Among the topics we will address:

· Context aware Agentic AI

· AI driven fraud and risk mitigation

· Hyper personalisation in financial services CX

· Building a trusted knowledge base at scale

· Maximizing Agentic AI ROI with real world use cases

Key presenters will include:

· Stephen Walker, GlobalData Senior Financial Services Analyst

· Nachiket Deshpande, Impetus Technologies Chief Executive Officer

Please join us for what promises to be an evening of thought-provoking and insightful conversation among financial industry peers. Seats are limited for this exclusive event.

Seats are limited, please register today.

The legendary The Lambs Club, set within the elegant The Chatwal Hotel, offers the feel of an exclusive private dining club in the heart of New York. Its intimate setting, rich interiors and refined atmosphere create a discreet, members-style environment – perfect for hosting senior leaders in a space designed for meaningful conversation, exceptional dining and elevated hospitality.

Agenda

6.30pm: Arrival, welcome and networking drinks

7pm: Roundtable discussions over a three‑course dinner

9:30pm: Closing address and conclusion of the evening

Impetus Technologies: Impetus Technologies enables the Intelligent Enterprise™ with advanced data engineering and innovative software-led Agentic AI industry services and solutions. With a proven track record in delivering modernization at scale, Impetus helps financial services enterprises unlock data responsibly for GenAI and accelerate digital transformation. Backed by deep engineering expertise, strong strategic technology partnerships, and a culture of innovation, Impetus drives growth, efficiency, and competitive advantage for leading organizations worldwide.

The financial services landscape is evolving faster than ever, driven by market volatility, regulatory change and shifting customer expectations. In this environment, the ability to plan, budget, forecast, and adapt in real-time has become a critical competitive advantage.  

How can emerging technologies, from AI and predictive analytics to dynamic scenario modelling, help your business become more agile and prepared for these challenging market conditions? 

Enterprise resource planning (ERP) might just be the one of the most effective hedges against an increasingly unpredictable macroeconomic environment. However, business leaders may not be reaping the full benefits of the new tools available.  

To help you make sense of the present and the future, and to share best practice, GlobalData  and Workday are inviting a select group of Finance executives to a special evening of discussion and exploration. We’ll examine the latest advances in ERP and among the topics we’ll discuss: 

• How AI driven insights can create better forecasting  

• How agile planning can reduce the compliance burden 

• Growth opportunities from agile planning 

• Implementation challenges of AI driven ERP 

• The most urgent ERP priorities for the financial services sector  

Do join us for what promises to be an evening of lively and insightful conversation, excellent food, and great company. 

Agenda

6.30pm: Arrival, welcome and networking drinks

7pm:  Three-course dinner with roundtable discussion

9pm: Dinner ends, optional further networking

10pm: Event ends