OpenText & Cognizant: Reimagining Financial Services With AI
On 29 January 2026, OpenText and Cognizant will host a private roundtable for senior banking leaders at the Blue Box Café at Tiffany's Fifth Avenue flagship in New York. It's an invitation-only "Breakfast at Tiffany's" designed for CIOs, CTOs and CMOs who want straight talk on AI that actually works in financial services. Attendance is intentionally limited to keep the conversation candid and useful.
OpenText brings deep expertise in enterprise content and information management for highly regulated industries. Cognizant partners with banks on large-scale digital transformation. Both are focused on practical AI deployments where governance, compliance and measurable outcomes matter.
Why this matters now
Across U.S. financial services, AI has moved from pilots to priority. The question has shifted from "if" to "how"-how to deploy responsibly, prove value and pass regulatory scrutiny. For those building controls, the NIST AI Risk Management Framework is quickly becoming a common reference point.
From theory to practice
The morning will focus on live use cases-not slideware. Expect frank discussion on architectures, controls, change management and the messy middle of enterprise rollout. Participants will compare frameworks for secure implementation, share what failed, and discuss how they course-corrected.
Topics on the table
- Risk and compliance functions
- Customer communications and personalisation
- Enterprise content and document management
- Operational efficiency and automation
- Innovation across financial services
Pressure is coming from three sides: efficiency targets, regulatory expectations and customer experience. AI now touches all three-from automated document processing to predictive insights that surface risk earlier. Many banks are testing Gen AI while establishing guardrails on data access, lineage and monitoring. A small peer group is the right setting to stress-test those guardrails.
Agenda
- 10:00 - Breakfast by Daniel Boulud
- 10:30 - Opening remarks from OpenText and 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
The venue
The roundtable takes place at the Blue Box Café on the fourth floor of Tiffany's Fifth Avenue flagship, with views over Central Park. Breakfast service starts at 10:00, followed by a focused program that balances structured content with time to swap notes off the record.
Who should attend
Senior leaders from banks, financial institutions and insurance organizations who are hands-on with AI strategy, digital transformation, compliance, operations or customer communications. Applications are reviewed to keep the group relevant and high signal. There is no cost to attend for approved guests, but capacity is limited.
What you'll walk away with
- Implementation patterns for content and document-heavy workflows that reduce cycle times
- A practical guardrail checklist: access controls, data lineage, model risk management and monitoring
- KPIs that matter (e.g., straight-through processing rates, time-to-resolution, audit readiness)
- Procurement and vendor selection questions that surface real deployment risks early
- Peer benchmarks on where AI is delivering value now-and where to hit pause
Attendees receive a summary after the event. Chatham House rules apply; details remain appropriately discreet.
How to join
Attendance is by application for qualified executives. Registration is managed via BizClik's FinTech Magazine events platform. Given the seniority requirements and limited seating, early interest is recommended.
Level up your team's AI capability
If you're building internal skills in parallel with enterprise rollout, explore curated learning and tools for finance leaders: AI tools for finance and AI courses by job function.
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