Thank you GenAI for kicking the door open to help banking and financial services (BFS) enterprises bring AI out of back-office oblivion. There is a massive opportunity for BFS enterprises to become AI-First  – leading with AI and automation to gain efficiencies, new value, and competitive advantage rather than continuing to lead with people and manual processes. But to unlock this opportunity, you must recognize that your AI strategy IS your business strategy.

Join HFS Research for an intimate, small group leadership discussion on Why, What, and How BFS firms can be AI-First. We’ll showcase the just-released findings of a new study of 505 global financial services leaders, done in partnership with Infosys. Discussion topics include:

  • The WHY. What are the current and evolving AI strategies of financial services firms?
  • The WHAT. What’s being invested in and executed to make AI strategies real?
  • The HOW. How are these investments translating to value?
  • The SO WHAT. What are specific recommendations for success for C-Suite leaders?

As an added bonus we promise to decode what the heck “agentic AI” is and why it matters.

There is so much more to AI than productivity benefits. Come join the discussion on how to become AI-First.

HFS Moderators
Phil-Fersht-HFS-Updated 250x250
Phil Fersht
CEO and Chief Analyst
Saurabh_Gupta_12230_WEB-1.jpg
Saurabh Gupta
President, Research and Advisory Services
Keynote Speaker
Michael R
Michael Ruttledge
CIO, Citizens
Special Guest
Dennis
Dennis Gada
EVP Global Head of Banking and Financial Services, Infosys
HFS Event Producer
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Steve Dunkerley
HFS OneCouncil Leader

Venue: The Lambs Club

132 W 44th St, New York, NY 10036, USA

Why attend?

Open Conversation/Chatham House Rules. HFS Roundtables encourage open conversation, collaboration, and exploration. Participants are able to express themselves safely in the knowledge that they won’t be quoted in any media without their express permission.

Different Expert Opinions. It is easy to go to the same network inside and out of your own organization for brainstorming. An HFS roundtable allows you to meet minds from far outside your personal network to off bounce ideas off of and share your struggles and top-of-mind issues. These meetings are open to senior enterprise executives only so you will be in excellent company.

Enjoy fine dining and drinks at exclusive five-star venues.

This HFS Roundtable is supported by

Thanks to everyone who was part of this HFS Roundtable.

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