Agenda Day 2

Please note that all times listed are EST (Eastern Standard Time)…

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7:30 am

REGISTRATION & NETWORKING BREAKFAST: BUILD COMMUNITY CONTACTS

  • Start your day off right and connect with data leaders in financial services.
  • Get to know your industry peers and colleagues over a delicious breakfast.
  • Source practical tips, discuss best practices, and prepare for the day ahead.

8:50 am

OPENING COMMENTS FROM YOUR HOST

Gain insight into today’s sessions so you can get the most out of your conference experience.

9:00 am

KEYNOTE: AI STRATEGY

Leading with AI Innovation in Global Payments

Delivering AI at scale in global payments is fundamentally different from deploying models in controlled, single-market environments. With operations spanning more than 200 countries, payment flows crossing multiple regulatory regimes, and real-time fraud risk, success depends on far more than algorithmic sophistication. It requires an AI strategy designed for extensibility, governance, and operational reality. Enhance your strategy to:

  • Extend AI capabilities into existing payment and risk platforms through modular, layered architectures rather than large-scale system replacement.
  • Build adaptive models that evolve with shifting fraud patterns, customer behavior, and market dynamics using parametric feature engineering and continuous feedback loops.
  • Operationalize AI in compliance-heavy environments by aligning data science, MLOps, privacy, security, and regulatory teams around shared accountability.
  • Develop multidisciplinary AI teams capable of supporting the full lifecycle—from data ingestion and governance through deployment, monitoring, and optimization.

Transform AI into a true driver of growth and financial inclusion

9:30 am

INDUSTRY EXPERT: TRUST AT SCALE

Operationalizing Data Quality and Observability in Complex Pipelines

As data pipelines grow more distributed and dynamic, trust in data has never been more critical — or more difficult to maintain. Whether you’re building AI models, powering analytics, or reporting to regulators, bad data erodes business value and confidence. Automate data quality monitoring with actionable insights. Create a roadmap to:

  • Implement end-to-end data observability to automatically detect and resolve issues in freshness, volume, schema, and lineage across your pipelines.
  • Define and enforce data SLAs while integrating quality rules directly into governance workflows to align business and technical standards.
  • Unify monitoring and alerting across data, infrastructure, and applications to quickly trace and resolve anomalies at the system level.
  • Boost trust through user-driven metadata enrichment, trust signals, and collaboration features that help bridge technical and business teams.

Heighten confidence in your organization’s data by implementing robust observability and governance practices.

10:00 am

TRACK 1: OFFENSIVE
TRACK 2: DEFENSIVE

ROUNDTABLE DISCUSSIONS – 1 HOUR (Please select one)

Break into smaller groups of approximately 20 industry peers to work through a series of questions and challenges. Share knowledge on a particular topic that is most critical to your role and business.

  1. The AI Risk Equation: Balancing Innovation with Compliance
    How to rapidly experiment with generative AI, predictive analytics, and automation while ensuring adherence to evolving regulations like OSFI guidelines, Bill C-27, and cross-border data rules.

 

  1. From Data Chaos to Data Confidence: Fixing Fragmented Architectures
    Practical strategies to unify siloed data environments, improve lineage and trust, and support near real-time decision-making in a hybrid or multi-cloud infrastructure.

 

  1. Monetizing Data Responsibly Without Eroding Customer Trust
    Exploring models for productizing insights, embedding analytics into services, and generating new revenue streams — while maintaining ethical boundaries and avoiding reputational risk.

 

  1. Fraud Prevention in the Age of Real-Time Payments
    Adapting data models, integration pipelines, and anomaly detection capabilities to combat the speed and sophistication of financial fraud in instant transaction environments.

11:00 am

CASE STUDY: DATA ACCESS

TRACK 1: OFFENSIVE

Empowering the Business: Accelerating AI-Enabled Applications with Frictionless Data Access

As enterprises race to embed AI into business applications, one challenge stands out: how to make trusted, domain-relevant data instantly available without compromising governance. Develop an architecture that unites flexibility and control, enabling frictionless governance and faster innovation. Walk away with a plan to:

  • Design data architectures that enable secure, domain-specific access while maintaining enterprise oversight.
  • Build trust in AI outputs by ensuring transparency and reliability of underlying data.
  • Reduce deployment cycles from months to weeks through automation, enablement, and collaborative governance.

Deliver value in a fraction of the time and empower business teams to rapidly build and deploy AI-driven apps—without waiting months for data access or approvals.

11:00 am

CASE STUDY: MITIGATE RISK

TRACK 2: DEFENSIVE

Operationalizing Risk Analytics: From Insight to Intervention

Financial services organizations have invested heavily in risk analytics capabilities, yet too often the insights remain stuck in dashboards, reports, or siloed systems — failing to inform timely interventions. Rethink processes, governance, and technology integration to bridge the gap between predictive insight and real-world response. Achieve a step-by-step action plan to:

  • Deliver measurable impact by identifying high-value use cases and risky scenarios.
  • Embed analytics into frontline workflows so insights trigger timely and consistent actions.
  • Integrate with operational systems — linking risk models with transaction processing, case management, and compliance platforms.
  • Balance automation and human oversight, defining thresholds for automated responses versus expert review.

Transform how you operationalize risk analytics to drive timely interventions, enhance decision-making, and mitigate high-value risks.

11:30 am

CASE STUDY: DATA GOVERNANCE

TRACK 1: OFFENSIVE

Operationalizing Governance for Innovation and Impact: Turning Guardrails into Growth

Data governance is often seen as the cost of compliance — a check-the-box exercise. But when approached strategically, governance can be a powerful enabler of innovation, insight, and trust. Adopt best practices to:

  • Reposition governance as a strategic asset and a source of innovation rather than a bottleneck.
  • Target the sector-specific risks, regulatory demands, and the most fragile data touchpoints.
  • Choose the right tools: When to invest in an enterprise-grade platform vs. building a lean, integrated governance stack.
  • Evangelize data literacy as a key governance accelerator.

Bolster your data governance to drive innovation, enhance compliance, and stay ahead of the competition.

11:30 am

CASE STUDY: GENERATIVE AI

TRACK 2: DEFENSIVE

Using Generative AI in Fraud Analytics

Traditional fraud detection models struggle with class imbalance, static rules, and limited ability to adapt quickly—resulting in missed threats, rising false positives, and slow response to emerging fraud tactics. Generative AI introduces a new set of capabilities that fundamentally change how fraud analytics can be designed, tested, and evolved. Strengthen fraud detection with practical approaches to:

  • Use generative models to create high-quality synthetic and simulated data that improves training, testing, and stress-testing of fraud models while meeting data governance and privacy requirements.
  • Embed generative AI into fraud analytics to shift from static, rule-based detection to adaptive behavioral intelligence that learns from both structured and unstructured data in near real time.
  • Improve predictive accuracy and reduce false positives by continuously evolving models to detect emerging fraud patterns before they materialize in live environments.

Protect revenue and reduce risk by evolving fraud detection from static rules to adaptive intelligence

12:00 pm

CASE STUDY: FROM MIGRATION TO MODERNIZATION

TRACK 1: OFFENSIVE

Building Resilient Data Platforms in Financial Services

Financial enterprises face mounting pressure to modernize data ecosystems while ensuring resilience, compliance, and security. Implement robust ingestion pipelines and tailor configuration-specific solutions to meet evolving business needs. Develop a blueprint to:

  • Leverage a microservices architecture to enable scalability, flexibility, and faster innovation.
  • Design a data platform that balances automation with manual interventions for maximum reliability.
  • Embed data strategy, security, and engineering principles to ensure long-term adaptability and compliance.

Advance your data platform to ensure resilience, compliance, and adaptability in a modern fintech environment.

12:00 pm

INDUSTRY EXPERT: REAL-TIME DATA, REAL-WORLD PROTECTION

TRACK 2: DEFENSIVE

Modern Integration for Risk and Fraud Defence

Fraudsters move fast — your data needs to move faster. In a landscape where threats evolve by the minute, relying on siloed, outdated systems leaves organizations vulnerable. Harness modern data integration to unify critical information, detect risks early, and safeguard compliance. By enabling secure, real-time data flows from ERP systems, legacy databases, and other vital sources, your organization can outpace fraud while maintaining trust and operational resilience. Walk away with an action plan on:

  • Centralizing critical intelligence by modernizing pipelines to unify data from diverse, distributed systems.
  • Stopping threats early with advanced replication tools that detect suspicious activity before escalation.
  • Synchronizing securely across the enterprise to meet compliance requirements and protect sensitive assets.

Heighten real-time data access to strengthen fraud prevention, enhance security, and drive smarter risk management.

12:30 pm

NETWORKING LUNCH: DELVE INTO INDUSTRY CONVERSATIONS

  • Meet interesting speakers and pick their brains on the latest data analytics issues.
  • Expand your network and make connections that last beyond the conference.
  • Enjoy great food and service while engaging with your financial services colleagues in data.

1:30 pm

EXHIBITOR LOUNGE: VISIT BOOTHS & WIN PRIZES

  • Browse through different sponsor booths and test drive new technology.
  • Enter your name for a chance to win exciting prizes.
  • Take advantage of event-specific offers and special content.

1:45 pm

PANEL DISCUSSION: AGENTIC AI

Who’s Your Banker? Implementing Agentic AI in Financial Services

Agentic AI, AI systems that can plan, reason, and act autonomously, represent the next leap in financial technology innovation. But in a highly regulated, risk-sensitive industry, implementing such systems requires a careful blend of technical capability, governance, and business transformation. Source your plan of action by:

  • Integrating AI with legacy infrastructure without disrupting mission-critical processes or data flows.
  • Optimizing governance, risk, and accountability to ensure agentic AI decisions remain transparent, auditable, and aligned with regulatory expectations.
  • Building human-AI collaboration models that preserve decision oversight while unlocking speed and efficiency.
  • Ensuring talent and organizational readiness, including skills, structures, and cultural shifts needed to leverage autonomous agents effectively.
  • Measuring ROI, evaluating both tangible business benefits and intangible gains, such as customer trust and employee productivity.

Optimize customer service and efficiency by operationalizing agentic AI responsibly to turn automation into a strategic advantage.

2:30 pm

CASE STUDY: EXPLAINABILITY

Turning Black Boxes into Business Value: Explainable AI in Financial Services

As AI adoption accelerates across fraud detection, credit scoring, and customer personalization, financial institutions face mounting pressure to ensure models are transparent, trustworthy, and regulator-ready. Yet many AI systems still operate as opaque “black boxes,” leaving business leaders, auditors, and customers uncertain about how decisions are made and putting adoption at risk. Create a roadmap to:

  • Drive trust and transparency by demystifying model decisions, using techniques for translating complex algorithms into clear, human-understandable reasoning.
  • Balancing performance and interpretability by selecting the right modeling approach for regulatory, operational, and customer needs.
  • Optimize regulatory alignment by harmonizing explainability requirements under evolving AI and data privacy regulations in multiple jurisdictions.
  • Embed explainability in workflows by integrating interpretability checks into model development, deployment, and monitoring cycles.
  • Drive adoption by using explainability to meet compliance and identify new business opportunities and refine customer experiences.

Master AI innovation by turning explainability from a compliance burden into a competitive advantage.

3:00 pm

EXBIHITOR LOUNGE VISITS: ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS

  • Enjoy exclusive sponsor demos and experience the next level of data innovation firsthand.
  • Meet one-on-one with leading solution providers to discuss organizational hurdles.
  • Brainstorm solutions and gain new perspectives and ideas.

3:30 pm

CASE STUDY: AI-READY INFRASTRUCTURE

Aligning Your Data Stack with Emerging Demands

Many organizations are finding their data platform grinding under the weight of increasing regulatory requirements, growing unstructured datasets, and the sudden demand for generative AI pilots. Legacy warehouses cannot keep pace with streaming data from trading systems, fraud monitoring tools, and mobile banking channels. Move to a hybrid lakehouse architecture for structured workloads, AI model training, and event streaming — all under a single governance framework. Take back to your office strategies to:

  • Modernize the core by migrating from a single on-premises warehouse to a cloud-native, hybrid lakehouse.
  • Enable real-time AI to feed fraud detection and credit risk scoring models with second-by-second transaction data.
  • Govern at speed through automated lineage, masking, and compliance reporting across AI workloads.
  • Engineer for resilience including building multi-cloud failover between providers to meet strict uptime and regulatory standards.

Adapt your data infrastructure to enable secure, real-time AI, resilient operations, and compliance at scale.

4:00 pm

CASE STUDY: AI

Harnessing Unstructured Data to Build an Investment-Grade AI: The Future of Decision Intelligence in Private Markets

Imagine an AI that can analyze every historical deal, performance trend, and reputational signal to challenge human assumptions and strengthen investment decisions. Harnessing and building trust around years of unstrcutured data is key te developing an agentic AI agent that can synthesize decades of deal data to deliver predictive, explainable intelligence to the investment committee. Leave witha. Guide on how to:

  • Harness and structure unstructured data to fuel high-stakes investment decisions.
  • Execute technologies enabling consumable, governed, and auditable data pipelines.
  • Optimize AI architectures that are redefining governance, transparency, and accountability in institutional investing.

Deploy value adding AI and data-driven foundation for better, faster, and more confident investment decisions.

4:15 pm

CONFERENCE CONCLUDES