REGISTER YOUR INTEREST FOR 2027
DOWNLOAD 2026 AGENDA
REGISTER YOUR INTEREST FOR 2027

Toronto, ON

2027

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3rd ANNUALDATA ANALYTICS & AI FOR FINANCIAL SERVICES SUMMIT 2027

The only data analytics and AI event specifically designed for Financial Services use cases in the Canadian market

Toronto, ON

2027
UNLOCK KEY INSIGHTS REGISTER YOUR INTEREST FOR 2027

20+ HOURS OF INNOVATIVE CONTENT

10+ HOURS OF NETWORKING

30+ TOP DATA SPEAKERS IN FINANCIAL SERVICES

93% OVERALL ATTENDEE SATISFACTION AT OUR DATA EVENTS

FROM HYPE TO HABIT: OPERATIONALIZING DATA & AI FOR SCALABLE, TRUSTED INNOVATION IN FS

Following two successful years, the Data Analytics & AI for Financial Services Summit has quickly established itself as one of Canada’s leading gatherings for senior data, analytics, and AI leaders across banking, insurance, investment management, credit unions, lending, pensions, and fintech.

Each year the summit brings together the organizations shaping the future of financial services to share practical strategies for turning data and AI into measurable business value.

Register your interest for the 2027 edition to:

  • Discover real-world applications of data analytics across both growth and risk management.
  • Learn how financial institutions are moving beyond pilots to scale AI, predictive analytics, and automation.
  • Understand how leading organizations measure ROI and business impact from data and AI initiatives.
  • Explore how data teams, skills, and operating models are evolving in the next era of AI.

The summit regularly features leaders from some of North America’s most recognized financial institutions, including Mastercard, TD Bank, Scotiabank, BDC, Coast Capital Savings, and more.

Register your interest to be the first to receive updates on the 2027 agenda, speakers, and registration opening.

REGISTER YOUR INTEREST FOR 2027

OUR DELEGATES INCLUDE:

SOURCE ACTIONABLE STRATEGIES DIRECTLY FROM FINANCIAL SERVICES PRACTITIONERS

  • Build a talent pipeline ready to deliver the promise of the AI age with insights from
  • Uncover how Mastercard is operationalizing governance as a strategic asset that fuels responsible AI, trusted reporting, and data democratization.
  • Transform your data operating model into a people-powered engine with
  • Build guardrails for the Agentic Age by navigating cybersecurity and tech risk in AI workforces with help from Manulife.
  • Modernize data management to improve data quality and increase operational efficiency with Neo Financial, the General Bank of Canada, and TD Securities.
  • Learn how Euronet is driving AI adoption in markets with unique constraints, balancing innovation with the realities of infrastructure, regulation, and cultural diversity.
VIEW 2026 AGENDA

CONNECT WITH YOUR PEERS IN INTERACTIVE SESSIONS

Don’t miss the unique opportunity to connect, engage, and learn with top data experts in financial services! With a range of dynamic formats and plenty of chances to have fun and unwind, this summit delivers more than just content — it’s an experience that inspires. You can look forward to:

  • Interactive sessions and roundtable discussions
  • Curated breakout learning opportunities
  • Face-to-face networking (including speed networking)
  • Virtual streaming for greater accessibility
  • A breakfast, lunch, and evening drinks reception
REGISTER YOUR INTEREST FOR 2027

WHO SHOULD ATTEND?

The 2026 Data Analytics & AI for Financial Services Summit brings together a diverse range of participants from across the financial services sector.

Our audience consists of forward-thinking business and technology leaders coming together to discuss how to
modernize operations,
enhance business performance, and
elevate the customer experience.

SECTORS:

  • Banking
  • Credit Unions
  • Insurance
  • Investment & Asset Management
  • Wealth Management & Financial Planning
  • Fintech (Cards, Payments, Digital First Banks)
  • Pension Funds

ROLES:

C-Level, SVP, VP, MD, Director, Head of, Manager of:

FUNCTIONS:

Data, Analytics, AI, Innovation, Data Science, Business Intelligence,
Enterprise Intelligence, Data Management, Data Governance,
Data Architecture, Technology, Engineering, Business Transformation, Insight.

LEARN MORE ABOUT WHO ATTENDS

2026 FEATURED SPEAKERS

SEE ALL 2026 SPEAKERS

Lori Bieda

CEO ElleExcel Women's Circle and (former Chief Data, Analytics & AI Officer, BMO)

ElleExcel Women's Circle

Jennifer Hartfield

Senior Vice President, Corporate Data & Operations

BCI

Cecilia Tamez

Chief Strategy Officer

Euronet Worldwide

Joe Greenwood

Vice President, AI & Data Growth Office

Mastercard

Cecile Tao

Vice President Analytics and Data

Van City

Rebecca Oakes

Vice President, Advanced Analytics

Equifax Canada Co

Sathya Parthasarathy

Vice President, App Delivery - Architecture, Technology & Data

CAA Club Group

Chris Tornato

Chief Digital Officer

Manitoba Agricultural Services Organization

Unlock the Data Financial Services Summit 2026 Post-Event Report

Explore how Canada’s financial services leaders transform data strategy into secure, scalable, and compliant business impact.

DOWNLOAD THE REPORT

HARNESS THE POWER OF AN IN-PERSON & VIRTUAL EVENT

This hybrid experience is specially designed to help attendees capture the most value possible!

  • Expand your network with a larger audience and broader attendee reach.
  • Build connections through one week of pre-event virtual networking.
  • Consult industry experts by scheduling in-person or virtual meetings.
  • Connect with peers using AI matchmaking tools based on shared interests.
  • Access on-demand sessions and content anytime, anywhere.
REGISTER YOUR INTEREST FOR 2027

Sponsorship

Connect with an unparalleled network of senior financial services executives looking to invest in impactful data solutions.

ACCESS MEDIA KIT

Get the media kit for sponsor benefits, audience info, and branding opportunities.

SPEAK AT THE SUMMIT

Be part of this leading Customer Experience for Financial Services event, promote your triumphs, and share your lesson learned.

TESTIMONIALS FROM OUR BIG DATA PORTFOLIO

"Everything was amazing! Very good event … The business opportunities provided were worth the time and price … This event allows us to be up to date and share with other companies, professionals and providers … I appreciate the variety of experience from the speakers. I like the compact agenda that allows us to get useful information continuously … Great for engineers, data scientists and decision-makers."

Business Development Bank of Canada

"A great line-up of speakers with timely and relevant advice and tips for the world we live in today. From ChatGPT to storytelling about data, the info was interesting and useful to senior leads and data scientists."

Royal Bank of Canada

"I really liked this event. It was well organized … and there were excellent presentations and perspectives that made you think … Good opportunities for networking as well!"

National Bank of Canada

"9/10 – this is a great event for better understanding the evolution of the data market."

Desjardins

"Great setting, well managed with good food. Very good speakers."

Scotiabank

"Very interesting speakers who give good food for thought. Very well organized, easy accessible location. I would recommend this event to data analytics professionals."

Gestion FÉRIQUE