Exclusive Roundtable: AI Reimagining Financial Services
OpenText and Cognizant are bringing together senior leaders from banking and fintech for a private roundtable at Tiffany's Blue Box Café on 5th Avenue on 29 January 2026. The session focuses on how AI is reshaping financial services transformation, from customer-facing applications to back-office operations that underpin the industry.
The format is built around peer discussion rather than presentations, giving CIOs, CTOs and CMOs from established banks and fintech firms space to compare deployment strategies.
It comes as US research shows AI has moved from pilot programmes to boardroom priority for most financial services executives, which means the question now is implementation rather than whether to adopt.
From risk management to customer communications
The agenda examines where generative AI in banking is delivering measurable results:
- Customer communications platforms using AI to personalise interactions based on transaction history and behaviour patterns
- Compliance teams deploying automation that monitors communications for regulatory issues in real-time
- Risk functions processing unstructured data from documents and identifying anomalies faster than manual review
Enterprise content management AI represents a particular focus for financial services transformation. The sector generates enormous volumes of documentation â from KYC processes to loan agreements â and manual handling creates friction that slows down customer onboarding and operational efficiency. AI systems that can classify, extract and route this content are becoming table stakes for competitive fintech operations.
The roundtable will address how firms balance the speed advantages of AI against regulatory scrutiny on data handling, algorithmic transparency and bias mitigation. The discussion aims to identify practical frameworks that work in regulated environments rather than theoretical approaches.
Limited attendance for senior decision-makers
Attendance is capped and requires approval, with organisers screening for decision-makers responsible for technology strategy and digital transformation:
- CIOs overseeing infrastructure investments
- CTOs leading innovation programmes
- CMOs managing customer experience platforms
Breakfast is provided by world-renowned French chef and restaurateur Daniel Boulud and the venue â inside Tiffany's Manhattan flagship â offers a change from the usual hotel conference rooms where these discussions typically happen.
The agenda runs from 10am to 1pm, starting with opening remarks at 10.30am and presentations on AI impact across financial services. A moderated networking session at 11.20am gives participants room to raise specific challenges they are facing, followed by closing remarks at 11.50am and a final networking period.
Attendance is complimentary but subject to approval. Registration doesn't guarantee acceptance, as organisers are maintaining the roundtable format by limiting numbers. Post-event materials may be shared with attendees, though the closed-door nature means specific discussions won't be published.
Financial institutions and fintech firms are deploying AI for customer communications, operational efficiency and risk management. This roundtable offers leaders a chance to discuss real implementation challenges away from the product pitches that characterise larger industry events.
Attendance is limited to senior technology leaders in financial services. Register your interest here.
