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UNLOCK KEY CONFERENCE INSIGHTS
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OMERS

“It was great to learn from different organizations and understand where they are in their data journeys. A great event overall.”

Vanguard

“A great, highly informative event where you’ll learn a lot from your peers.”

National Bank Of Canada

“The event was well organized, with a strong balance between industry partners and presenters who shared their experiences.”

RBC

“A great lineup of speakers with timely, relevant advice for today’s world. The insights were engaging and valuable for both senior leaders and data scientists.”

OMERS

“It was great to learn from different organizations and understand where they are in their data journeys. A great event overall.”

Vanguard

“A great, highly informative event where you’ll learn a lot from your peers.”

National Bank Of Canada

“The event was well organized, with a strong balance between industry partners and presenters who shared their experiences.”

RBC

“A great lineup of speakers with timely, relevant advice for today’s world. The insights were engaging and valuable for both senior leaders and data scientists.”

MAXIMIZING STRATEGIC VALUE FROM DATA, ANALYTICS, & AI

Welcome to the 3rd Annual Data Analytics & AI for Financial Services Summit! As AI moves from experimentation into everyday operations and decision-making, discover how leading institutions are building the data foundations, operating models, and controls required to turn intelligence into enterprise value. Here’s what’s in store:

  • Move from AI experimentation to enterprise intelligence by scaling GenAI, Agentic AI, and automation into production.
  • Build the operating models, multidisciplinary teams, and AI-ready workforce required as intelligence becomes embedded across the enterprise.
  • Balance innovation with governance, accountability, resilience, and human oversight as AI assumes a greater role in financial decisions.
  • Scale value realization by modernizing your data architecture, creating trusted data foundations, and connecting AI investment to measurable business outcomes.
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TOP 3 REASONS TO ATTEND

1

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

  • Brainstorm new ideas with C-Suite executives, VPs, Directors, and experts in AI, data governance, architecture, analytics, and innovation.
  • Benchmark best practices with leading financial institutions moving AI from experimentation into enterprise production.
  • Discover how your peers are turning trusted data and AI into measurable business value.

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2

Understand how financial services leaders are preparing for the next era of AI

  • Discover the tools, architectures, operating models, and governance frameworks being adopted as AI scales across financial services.
  • Examine in-depth case studies spanning Agentic AI, modern data stacks, real-time data, customer intelligence, underwriting, fraud, and financial crime.
  • Learn how leading institutions are balancing innovation, competitive advantage, risk, and human oversight.

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3

Grow your network by engaging with data and analytics thought leaders

  • Meet accomplished data professionals from leading financial services organizations, including RBC, TD Bank, Scotiabank, BMO, CIBC, Manulife, 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!

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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

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.
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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

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.

SHERATON CENTRE TORONTO HOTEL

Embrace the energy of Toronto during your stay at the Sheraton Centre Toronto Hotel, located in the financial district, steps from the entertainment district and all major attractions. The recent transformation of their downtown Toronto hotel brings a new arrival experience, a lobby with open and collaborative workspaces, and world-class culinary experiences.

Enjoy the unbeatable comfort of their rooms, work out in their 24-hour fitness centre, or enjoy a refreshing swim year-round in their heated indoor-outdoor pool. Collaborate and connect in style at Canada’s largest conference hotel in downtown Toronto, Ontario, featuring spectacular meeting spaces including their 2.5-acre outdoor waterfall garden. The Sheraton Centre Toronto Hotel is dedicated to exceeding your expectations.

BENEFITS OF STAYING AT THE HOTEL INCLUDE…

  • Networking:On-site social activities for conference attendees and speakers.
  • Upscale Services and Amenities:Relax at the heated indoor-outdoor pool or keep up with your fitness regimen in the 24-hour Fitness Centre.
  • Dining Experience:Start your day off at Dual Citizen, serving fresh Starbucks® coffee, delicious breakfast pastries, and meals. Catch up with friends or network over a signature cocktail and adventurous bites at 43 Down. Savour every bite; their restaurants in the Financial District in Toronto feature global fare made with high-quality local ingredients.
  • Accommodations:Relax your way in the stylish accommodations at the Sheraton Centre Toronto Hotel. Each of their hotel rooms in downtown Toronto feature Sheraton Signature beds, ergonomic workstations, and large windows with views of downtown Toronto, the CN Tower, Nathan Phillips Square, or their Waterfall Garden. Recharge effortlessly in downtown Toronto.
  • Convenience: Embrace the energy of Toronto during your stay at the Sheraton Centre Toronto Hotel, located in the financial district, steps from the entertainment district and all major attractions.

TO RESERVE

Sheraton Centre Toronto Hotel
123 Queen Street West
Toronto, Ontario
M5H 2M9
Canada

RESERVATIONS: (+1) 416-361-1000

Save travel time and money. Take advantage of our discounted room rate of $349/night, available until February 8, 2027, on a first-come basis whilst rooms are available.

For your convenience, please use this booking link to make your reservation online now!

IMPORTANT: Strategy Institute is not affiliated with, nor do we contract any third-party room booking service. Please contact the hotel directly to make your reservations.

YOUR 2027 DATA ANALYTICS & AI 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.