Exclusive NYC Roundtable: AI's Role in Finance
OpenText and Cognizant are bringing senior financial services leaders together on 29 January 2026 at the Blue Box Café at Tiffany's, 5th Avenue, New York. The private roundtable will focus on how AI is reshaping the digital backbone of banking and financial services.
Recent US research indicates AI and the infrastructure behind it are now strategic priorities for most executives. This session gives decision-makers a direct forum to compare what's working, what isn't, and what needs to change inside their stack.
A forum for technology and transformation
The conversation goes beyond pilots and proofs of concept. Expect frank discussion on the operational realities of AI at enterprise scale: risk, compliance, latency, cost, and customer impact.
- CIOs: Digital strategy, data foundations, and change delivery
- CTOs: Model deployment, automation, resilience, and performance
- CMOs: Personalisation, communications, and journey orchestration
For data centre and IT leaders, it's a focused look at how infrastructure choices are keeping pace with AI workloads and regulatory expectations.
From automation to operational intelligence
Discussions will cover how generative AI and automation strengthen risk management, document handling, and customer personalisation. As models demand higher compute and lower latency, executives will examine how partners-from colocation providers to hyperscalers-are adapting on performance, compliance, and sustainability.
- Data governance and audit-ready controls for model lifecycle management
- Model risk practices that integrate with existing control frameworks
- Latency, throughput, and cost trade-offs across on-prem, hybrid, and cloud
- Security-by-design for sensitive data and third-party integrations
- Operational tooling: monitoring, observability, and incident response
Why this matters now
Banks and financial institutions face mounting regulatory pressure while maintaining secure, always-on services. As AI becomes embedded in fraud detection, service operations, and personalised banking, infrastructure choices will set the pace for competitive advantage.
The roundtable focuses on practical frameworks for responsible AI adoption-how to meet compliance requirements while delivering measurable outcomes for customers and the business.
Event details
- Date: 29 January 2026
- Location: Blue Box Café at Tiffany's, 5th Avenue, New York
- 10:00 - Breakfast by Daniel Boulud
- 10:30 - Opening remarks: OpenText & Cognizant
- 10:40 - The Impact of AI on Financial Services
- 11:20 - Moderated Networking Discussion
- 11:50 - Closing remarks and peer exchange
- 13:00 - Ends
Who should attend
Senior leaders (CIO, CTO, CMO) from banks, financial institutions, and insurance organisations working on AI, digital transformation, compliance, operations, or customer communications.
Access and format
- Invitation-only: Registrations are reviewed to keep the group focused and relevant to senior decision-makers.
- Cost: Complimentary for approved guests.
- Networking: Structured and informal sessions are included.
- Materials: A summary may be shared with attendees after the discussion.
Attendance is limited to senior financial services leaders. Those interested in joining can register by request.
Helpful resources
- NIST AI Risk Management Framework for integrating AI risk into existing controls.
- AI tools for finance to benchmark practical use cases and vendor options.
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