About

Hero

MAXIMIZING STRATEGIC VALUE FROM DATA, ANALYTICS, & AI

Welcome to the 2nd Annual Data Analytics & AI for Financial Services Summit, where financial services leaders and data experts come together to explore the latest data use cases and innovations. Here’s what’s in store:

  • Enhance your knowledge of the latest big data and analytics trends in finance, such as Agentic AI.
  • Develop multidisciplinary teams that can drive innovation and integrate your offensive and defensive product portfolios.
  • Align your data strategy with fast-moving regulatory changes and geopolitical shifts.
  • Scale value realization in your business by modernizing your data ecosystem.
DOWNLOAD BROCHURE

TOP 3 REASONS TO ATTEND

1

Gain actionable insights to optimize your data, analytics and AI strategy

  • Brainstorm new ideas with C-Suite executives, VPs, Directors, and experts in AI, data governance, privacy, and innovation.
  • Benchmark best practices with leading brands across the financial services industry.
  • Discover how your peers are executing successful AI projects.

 

GET MY TICKET

2

Uncover what makes data leaders tick to future-proof your company’s strategies

  • Leave with a clearer understanding of what tools and techniques data professionals are using across a range of financial services industries.
  • Examine in-depth case studies and learn directly from data and analytics experts.
  • Tap into real-life experiences from data innovators and visionaries.

 

VIEW AGENDA

3

Grow your network by engaging with data and analytics thought leaders

  • Meet accomplished data professionals from top financial services organizations, including Mastercard, RBC, BMO, Sun Life, and more!
  • Forge connections via our interactive event app, designed to streamline networking and meetings.
  • Can’t attend in person? Our versatile event platform keeps you connected virtually, so you never miss a beat!

 

DOWNLOAD BROCHURE

NETWORK WITH CANADA’S TOP DATA & ANALYTICS LEADERS IN FINANCIAL SERVICES

SEE WHO ATTENDS

25 YEARS OF CULTIVATING CONNECTIONS

For 25 years, Strategy Institute has been at the forefront of event production and content creation. Our Data Analytics & AI for Financial Services Summit delivers innovative insights, valuable networking, and professional development opportunities!

  • Harness insights from a network of 5,000+ data leaders in financial services across North America.
  • Engage with innovators and early adopters of cutting-edge data analytics tools.
  • Immerse yourself in an interactive event that supercharges your data governance
  • Amplify your expertise, craft a dynamic action plan, and forge impactful connections.
GET MY TICKET

JOIN OUR COMMUNITY

Ever attend an event where you feel like you’re lost in the crowd? Not at the Data Analytics & AI for Financial Services Summit!

We deliberately design the program to encourage you to build relationships with like-minded data peers. Our onsite experience and innovative event platform allow you to network in small working groups, peer-led breakouts, roundtables and much more!

Arrive solo but leave as part of the data and analytics community.

CONNECT WITH US
1 2 3 4 5 6
— 6
← Prev Next →

DISCOVER TORONTO!

No matter what floats your boat – sports, arts and culture, shopping, food and drinks or simply people watching – Toronto won’t let you (or your spouse) down!

Here are some ideas to get you started:

Entertainment & Night Life

Enjoy the bustling entertainment district featuring Broadway musicals and plays, or go to the internationally acclaimed Roy Thomson Hall to catch one of the 350 concerts that take place there each year.

Attractions

From the CN Tower and Ripley’s Aquarium near the lake to Casa Loma in the Annex, Toronto has a variety of famous attractions. Get a Toronto CityPass to save money, avoid ticket lines and take in the local sights.

Restaurants

Toronto has a vibrant food scene offering a diverse selection of tasty flavours. From hole-in-the-wall joints to luxurious tasting menus, Toronto is a food lover’s dream city.
The city is bursting with restaurants, wine bars, tasting rooms, cocktail dens, food trucks, farmer’s markets and bakeries. Go ahead and explore what Vancouver’s restaurants have to offer!

Sports

Home to the Blue Jays, Raptors, Argonauts and Maple Leafs, there is something for every sports fan in Toronto. Watch a game at the Rogers Centre, Scotiabank Arena or at one of the many sports bars across the city.

Arts & Culture

With 29 museums in Toronto and 21 top art galleries, you can spend days enjoying the arts scene. Start your visit at the ROM or the AGO and finish up at the Ontario Science Centre or the Hockey Hall of Fame.

YOUR 2026 DATA ANALYTICS FOR FINANCIAL SERVICES TEAM

FREQUENTLY ASKED QUESTIONS


Which meals are included?

Breakfast, lunch as well as morning and afternoon snacks are provided at the conference, served in the exhibition hall.

 


Is there parking?

Yes, contact our customer care team for more details at customercare@strategyinstitute.com

 


Can I send a replacement delegate if I can’t attend at the last minute?

Absolutely! Please contact our customer care team at customercare@strategyinstitute.com at your earliest convenience.

 


I have special meal requirements, who do I contact?

Please contact our customer care team at customercare@strategyinstitute.com so they can liaise with the venue to ensure you are taken care of.

 


When will the presentations be available, and how do I get them?

Presentations will be available on the virtual platform, typically once the conference has concluded. Please be aware that not all speakers are able to release their presentation due to confidentiality reasons.

 



What time do I need to arrive before my presentation?

Please arrive at the break before you are due to speak, e.g., if you are due to speak at 4 p.m., please arrive during the afternoon break. This is so you can meet the conference producer, check your slide deck, load it if you have a new version with you, and run through a rehearsal of your presentation.

 


When is my presentation due?

Please send your presentation to the event manager two weeks prior to the conference, even if it is still in draft form. This will allow us to check it in advance and let you know if there are any issues. Please also email your final version to the event manager and bring a back-up copy on a USB stick.

 


What aspect ratio should my slides be?

Please select ‘standard’ in Microsoft Office – the aspect ratio is 4:3.

 


Can I stay for the whole conference?

Yes, you are very welcome to attend the whole conference. It’s one of the benefits of speaking!

 


Is there a speakers’ green room?

No, we find our speakers enjoy networking with delegates, other speakers, and sponsors in the exhibition hall, which is open throughout the conference. Hot and cold drinks are typically available in the exhibition hall all day, and seating is provided if you need to complete some work or make any calls.

 



What forms of payment do you accept?

We accept Visa, Mastercard, American Express, Electronic Funds Transfer or Cheque for Canadian Currency and American Currency.

 


What is your cancellation/refund policy for paid invoices?

A full refund minus a $495 administrative charge will be given for cancellations received in writing up to 14 days prior to the conference date. Refunds will not be available after this date.

 


Can I pay half now and half at a later date?

We highly encourage a full payment upon receipt of invoice. For any specific circumstances, please reach out to customer care at customercare@strategyinstitute.com

 


My credit card was charged with a foreign transaction fee, how do I get that amount paid for?

Strategy Institute is not liable for any additional charges levied by a credit card company, including but not limited to American Express currency conversion charges.

 


I paid for my registration; does it include my hotel stay at the venue?

Registration fees include attendance, luncheon, and all course materials. It doesn’t include accommodations or transportation to and from the conference.

 



When is booth setup and teardown?

Setup is usually the night before the event or before registration opens on day one. You will receive a logistics package from your event manager with more details. If you have not received this, please contact customer care at customercare@strategyinstitute.com so they can connect you to the event manager.

 


When will I know my booth number?

You will receive this from your event manager one week before the event.

 


I want to distribute handouts; can you make that happen?

Yes! Please give them to the event manager when you arrive for setup. If you want to distribute an electronic handout, please send this to your event manager at your earliest convenience.

 


EVENT


Which meals are included?

Breakfast, lunch as well as morning and afternoon snacks are provided at the conference, served in the exhibition hall.

 


Is there parking?

Yes, contact our customer care team for more details at customercare@strategyinstitute.com

 


Can I send a replacement delegate if I can’t attend at the last minute?

Absolutely! Please contact our customer care team at customercare@strategyinstitute.com at your earliest convenience.

 


I have special meal requirements, who do I contact?

Please contact our customer care team at customercare@strategyinstitute.com so they can liaise with the venue to ensure you are taken care of.

 


When will the presentations be available, and how do I get them?

Presentations will be available on the virtual platform, typically once the conference has concluded. Please be aware that not all speakers are able to release their presentation due to confidentiality reasons.

 


SPEAKERS


What time do I need to arrive before my presentation?

Please arrive at the break before you are due to speak, e.g., if you are due to speak at 4 p.m., please arrive during the afternoon break. This is so you can meet the conference producer, check your slide deck, load it if you have a new version with you, and run through a rehearsal of your presentation.

 


When is my presentation due?

Please send your presentation to the event manager two weeks prior to the conference, even if it is still in draft form. This will allow us to check it in advance and let you know if there are any issues. Please also email your final version to the event manager and bring a back-up copy on a USB stick.

 


What aspect ratio should my slides be?

Please select ‘standard’ in Microsoft Office – the aspect ratio is 4:3.

 


Can I stay for the whole conference?

Yes, you are very welcome to attend the whole conference. It’s one of the benefits of speaking!

 


Is there a speakers’ green room?

No, we find our speakers enjoy networking with delegates, other speakers, and sponsors in the exhibition hall, which is open throughout the conference. Hot and cold drinks are typically available in the exhibition hall all day, and seating is provided if you need to complete some work or make any calls.

 


PAYMENT


What forms of payment do you accept?

We accept Visa, Mastercard, American Express, Electronic Funds Transfer or Cheque for Canadian Currency and American Currency.

 


What is your cancellation/refund policy for paid invoices?

A full refund minus a $495 administrative charge will be given for cancellations received in writing up to 14 days prior to the conference date. Refunds will not be available after this date.

 


Can I pay half now and half at a later date?

We highly encourage a full payment upon receipt of invoice. For any specific circumstances, please reach out to customer care at customercare@strategyinstitute.com

 


My credit card was charged with a foreign transaction fee, how do I get that amount paid for?

Strategy Institute is not liable for any additional charges levied by a credit card company, including but not limited to American Express currency conversion charges.

 


I paid for my registration; does it include my hotel stay at the venue?

Registration fees include attendance, luncheon, and all course materials. It doesn’t include accommodations or transportation to and from the conference.

 


SPONSORS


When is booth setup and teardown?

Setup is usually the night before the event or before registration opens on day one. You will receive a logistics package from your event manager with more details. If you have not received this, please contact customer care at customercare@strategyinstitute.com so they can connect you to the event manager.

 


When will I know my booth number?

You will receive this from your event manager one week before the event.

 


I want to distribute handouts; can you make that happen?

Yes! Please give them to the event manager when you arrive for setup. If you want to distribute an electronic handout, please send this to your event manager at your earliest convenience.