
What You'll Get From the Session
A focused, practitioner-led session where we map your institution's current state against the six structural shifts driving financial services modernization — and identify the highest-leverage move you're not making.
An architecture assessment against the six shifts.
A clear view of your highest-leverage move.
A direct conversation with practitioners who build, not just advise.

This Session Is Designed For
Senior leaders at banks, insurers, and capital markets firms who are responsible for data strategy, technology modernization, AI scalability, or digital transformation.
If you're evaluating your institution's AI readiness, navigating a legacy migration decision, or trying to close the gap between transformation investment and measurable impact — this is the conversation.
Typical titles we meet with: Chief Data Officer · Chief Technology Officer · Chief Information Officer · VP of Data & Analytics · VP of Technology · Head of AI/ML · SVP Digital Transformation · Chief Risk Officer
Not ready to book? Start with the playbook.
Our Financial Services Data & AI Modernization Playbook breaks down the six structural shifts in detail — the business case, the architecture, and the data behind each one. If you want the full framework before the conversation, start here.
Download the Playbook

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