Financial Services Leaders Converge on Data + AI Summit 2026
The Data + AI Summit 2026, held June 15-18 in San Francisco, will draw financial services executives to discuss concrete AI strategies rather than abstract concepts. Speakers from Morgan Stanley, JPMorganChase, and Mastercard will share how their institutions are deploying AI across underwriting, payments, and operations.
For executives managing AI transformation, the summit offers a mix of boardroom-level strategy sessions and technical training that allows teams to leave with actionable insights.
Sessions Worth Your Schedule
Underwriting the Future (Tuesday, June 16) features First American and American Modern Insurance Group discussing how proprietary data improves underwriting decisions. This session avoids theory and focuses on implementation.
Scaling Responsible AI in Banking and Payments (Tuesday, June 16) brings together Vantage Bank Texas, Santander, and FIS to address governance and deployment challenges. For executives wrestling with compliance and risk in AI rollouts, this is essential.
The Financial Services Forum (Wednesday, June 17) is the centerpiece. Fireside chats with executives from Morgan Stanley, JPMorganChase, Mastercard, and RBC Capital Markets will reveal how they're competing on AI and what they've learned from failures.
The Alpha Advantage: Building the Intelligent Capital Markets Firm (June 18) features LSEG and Franklin Templeton discussing AI-native operating models for trading and portfolio management.
Delivering AI in Professional Services (June 17) covers AI integration in service-heavy businesses, with insights from EXL, Bain, and EY.
The Financial Services Industry Lounge
A dedicated lounge in the Moscone Expo hall serves as a hub for proof-of-concept discussions. Live demos of applications like the "Agentic Banker" and "Virtual CFO" provide a less formal setting than main sessions to ask direct questions and assess feasibility for your organization.
Networking and Skill Development
Industry-specific events include the Insurance Networking Breakfast with Deloitte (June 16), the Banking & Payments Happy Hour at the Olympic Club (June 16), and the Financial Services Executive Reception at EPIC Steak (June 16). The main conference party at Oracle Park on June 17 offers broader networking.
Hands-on labs and certification training run throughout the summit, allowing technical teams to build skills while executives attend strategy sessions.
Making the Most of Your Time
Anchor your schedule around the Financial Services Forum. Use the Databricks Event app's "Brickbot" feature to build a custom itinerary and book executive programming early-these sessions fill quickly.
Leave gaps between sessions. Unplanned conversations often yield the most valuable insights.
Virtual attendance and regional watch parties are available for those unable to attend in person. The Databricks for Financial Services community on LinkedIn continues conversations after the event.
For executives building AI strategy, this summit is a chance to see how peers are solving real problems-and to identify where your organization stands in the race.
Your membership also unlocks:
