May 7, 2026
8:30am - 3:30pm
Doltone House Hyde Park

Sydney AI in Financial Services Summit 2026

Join us at the Sydney AI in FSI Summit! Unlock how banking, superannuation, and insurance leaders are applying AI to transform risk management, compliance, and customer engagement. Take part in hands-on sessions and expert discussions on practical strategies for delivering measurable impact with AI in financial services.

Sydney AI in Financial Services Summit 2026
Explore the future of AI in financial services.

We’re bringing together leaders from banking, superannuation, and insurance to examine how AI is reshaping the financial services industry. From risk and compliance to customer engagement and operational efficiency, this summit will showcase how executives are moving beyond pilots to deliver measurable business outcomes with AI.

Discover best practices for embedding AI into core finance processes, strengthening fraud detection, and creating personalised customer and member experiences. Engage in interactive sessions, real-world case studies, panel discussions, and debates to stay ahead of the trends driving AI adoption across financial services.

Key Themes:

  • The Future of AI in Financial Services
  • AI for Risk, Compliance, and Fraud Detection
  • Personalisation and Customer Engagement with AI
  • Automating Core Finance and Operations Workflows
  • Responsible AI: Governance, Ethics, and Regulation
  • Leveraging Data and Analytics for AI at Scale
  • Moving from Pilots to Enterprise-Wide Adoption

Register now to secure your place.

Our Speakers

David Walker

David Walker

Former Group CTO at Westpac (Australia) & DBS (Singapore)
John Kim

John Kim

Chief Data Officer
Louisa Francis

Louisa Francis

Executive, Data, Analytics and AI
Alex Taylor

Alex Taylor

Global Head of Emerging Technology
Kasey Kaplan

Kasey Kaplan

Deputy CEO
Sudhir Mishra

Sudhir Mishra

Interim Chief Technology, Data and Digital Strategy Advisor
Jen French

Jen French

General Manager AI Acceleration and AI Adoption
Berowne Hlavaty

Berowne Hlavaty

Global Head of Applied AI & Data Science
Lenka Bednarikova

Lenka Bednarikova

Head of AI & Advanced Analytics
Mike Way

Mike Way

Director Strategy and Transformation
Nikita Atkins

Nikita Atkins

Manager of Artificial Intelligence
Nick Barnett

Nick Barnett

AI Practice Lead
Sze Ding

Sze Ding

Director of Artificial Intelligence and Principal of Level26 Labs
Travis Murphy

Travis Murphy

Sr. Product Marketing Manager & Evangelist
Lachlan Nichols

Lachlan Nichols

Head of Customer Experience APAC and MEA
Nick Hoppenjans

Nick Hoppenjans

FSI Industry Consultant
Greg Crowl

Greg Crowl

Vice President Solutions Consulting, APJ
Michael Hou

Michael Hou

Platform and AI Solutions Architect

Agenda

8:30 AM
Registration Opens & Networking Breakfast

Beat the rush and join us early for complimentary barista-made coffee and breakfast.

No items found.
9:15 AM
Welcome & Opening Remarks
No items found.
9:20 AM
Opening Keynote: Rethinking Strategic Technology Decisions in the Context of Continued AI Progress

This keynote will explore the rate of AI progress, the implications on the assumptions we make about the build/buy/partner landscape, and projections of what 2030 might look like, and how to ensure our industry leads from the front.

Alex Taylor
Global Head of Emerging Technology, QBE Ventures
9:40 AM
Snowflake: Making AI Real for Financial Services

Discover how financial services organizations are transforming data fragmentation and AI complexity into competitive advantage with the Snowflake AI Data Cloud. This keynote session showcases how banks and insurers are eliminating data silos, overcoming AI trustworthiness challenges, and accelerating their journey from pilot to production. See firsthand how Snowflake Intelligence and integrated AI capabilities deliver predictable performance at scale—transforming the way financial institutions build, deploy, and govern AI applications while maintaining regulatory compliance and customer trust.

  • From Fragmentation to Unified Intelligence: See how leading financial institutions consolidate siloed data ecosystems, demonstrating measurable gains in operational efficiency, risk management, and customer experiences through governed, enterprise-scale data access.
  • Trustworthy AI for Regulated Environments: Experience live demonstrations of Snowflake Intelligence capabilities that address critical FSI challenges—AI hallucinations, audit trails, and regulatory compliance—while accelerating fraud detection, personalization, and analytics use cases.
  • The Human Side of AI Transformation: Learn how industry leaders build cross-functional capabilities, adopt data-as-software practices, and empower teams to unlock strategic value from data assets.
Travis Murphy
Sr. Product Marketing Manager & Evangelist, Snowflake
10:10 AM
Panel: Beyond the Hype: Turning AI Ambition into Real Outcomes

AI promises to transform every corner of financial services; but between flashy pilots and boardroom pressure, how do firms move from hype to real business value? This discussion unpacks what it really takes to build an AI program that delivers measurable outcomes, scales responsibly, and avoids the costly trap of “FOMO adoption.”

  • Cutting through complexity to design AI programs that start with business goals, data quality, and human capability, not just technology buzzwords.
  • How organisations can resist the rush, clarify the right use cases, and align talent, governance, and budgets for lasting impact, whether you’re a nimble fintech or a major bank.
  • Getting the numbers, and the narrative, right. Learn how to calculate AI ROI, manage executive expectations, and reset strategy when pilots fail to scale.
Sudhir Mishra
Interim Chief Technology, Data and Digital Strategy Advisor, Community First Bank
John Kim
Chief Data Officer, Zurich
Lenka Bednarikova
Head of AI & Advanced Analytics, Australian Retirement Trust
Michael Hou
Platform and AI Solutions Architect, Rackspace
10:40 AM
How We Solved Inefficient Claims Processing for a Major Australian Insurer

See how Tungsten Automation helped a leading Australian insurer transform its claims operations by automating repetitive tasks, accelerating decision-making, and improving accuracy to deliver faster outcomes for both teams and customers.

  • Automating repetitive claims tasks such as document handling, data extraction, and workflow routing to significantly reduce processing time
  • Improving accuracy and consistency in claims assessments by reducing manual intervention and standardising decision workflows
  • Enhancing customer experience by enabling faster claims resolution while allowing claims teams to focus on complex cases and higher-value activities
Greg Crowl
Vice President Solutions Consulting, APJ, Tungsten Automation
Nick Hoppenjans
FSI Industry Consultant, Tungsten Automation
10:55 AM
Morning Tea and Networking
No items found.
11:25 AM
Audience Activity

In this innovative session, attendees will be faced with a series of scenarios that they may face in their roles. Attendees will discuss the possible courses of action with their peers to consider the ramifications of each option before logging their own course of action.

Results will be tallied and analysed by our session facilitator and results will impact the way the group moves through the activity.

Will we collectively choose the right course of action?

No items found.
11:40 AM
Fireside chat: Preparing People for What’s Next: Leading Through Constant Change

While it may sound a little cliche, but it’s absolutely true that change has become the constant for organisations and their people. In this fireside chat, David Walker draws on his leadership experience at DBS Bank and Westpac to share how leaders can prepare their people to navigate ongoing transformation with confidence and clarity.

The conversation explores practical leadership lessons for operating in an era shaped by rapid technological change and shifting global dynamics, and how executives are rethinking risk, capability and culture to stay adaptable.

  • How leaders can reduce change fatigue and build confidence during constant transformation
  • What skills and mindsets matter most as AI and emerging technologies reshape work
  • How executive risk thinking is evolving to support adaptability, not just control
David Walker
Former Group Chief Technology Officer
11:55 AM
How I Solved the Trust Gap Between AI Insights and Financial Services Governance

Learn how financial services teams can move beyond experimental AI and deploy trusted, governed analytics that deliver fast insights while meeting the rigorous standards of risk, compliance, and audit.

  • Combining LLM capabilities with a governed analytics foundation to eliminate hallucinations and ensure outputs are accurate, traceable, and explainable
  • Enabling finance, risk, and compliance teams to generate insights in plain English while maintaining full data lineage, controls, and regulatory transparency
  • Operationalising AI across use cases such as risk modelling, regulatory reporting, and customer analytics without introducing governance or compliance risk
Lachlan Nichols
Head of Customer Experience APAC and MEA, Alteryx
12:10 PM
Panel: AI Governance Frameworks for Australian Financial Services

This panel examines practical AI governance frameworks designed specifically for Australian financial institutions to ensure compliance with regulatory requirements while enabling responsible and scalable AI deployment across operations.​

  • Establishing executive-level AI governance committees with direct board reporting, incorporating Australia's Eight AI Ethics Principles to oversee high-risk applications such as credit scoring and fraud detection.​
  • Implementing comprehensive AI inventories, bias testing protocols, and continuous model monitoring to meet regulatory standards and prevent biased outcomes in lending and customer segmentation.
  • Adopting centralised risk catalogues and RegTech solutions for agentic AI systems, providing robust audit trails and human oversight to facilitate compliance with both domestic regulations and international standards
Nikita Atkins
Manager of Artificial Intelligence, Pepper Money
Nick Barnett
AI Practice Lead, Aware Super
Jen French
General Manager AI Acceleration and AI Adoption, Commonwealth Bank
12:40 PM
Roundtable Discussions

Select a topic of discussion and engage in an interactive roundtable discussion with a group of your like-minded peers.

No items found.
1:30 PM
Lunch and Networking
No items found.
2:20 PM
QuickFire Quiz: Test Your Knowledge Against Your Peers

Put your knowledge to the test in this fast-paced quiz covering real-world trivia, key concepts, and emerging trends. Compete for bragging rights - and a travel voucher - as the top scorer takes the crown.

No items found.
2:35 PM
Keynote: AI as a Catalyst for Trust, Security, and Customer-Centricity

This keynote focuses on AI’s crucial role in combating financial crimes while personalising and improving client interactions and experiences.

  • Deploying AI-powered fraud detection and scam prevention solutions that actively disrupt malicious actors and enhance ecosystem collaboration.
  • Personalising financial services through AI-driven customer insights and natural language interaction tools.
  • Best practices for integrating AI automation with human-centric service to maintain trust, transparency, and workforce stability.
Louisa Francis
Executive, Data, Analytics and AI, NAB
2:55 PM
How We Reinvented Credit Risk with AI-Driven Lending

What happens when you rebuild credit decisioning from the ground up with AI? In this session, Beforepay shares how it transformed lending through an AI-powered credit risk engine, enabling near-instant approvals, scaling rapidly, and maintaining strong compliance in one of the world’s most tightly regulated financial services markets.

  • AI at the point of decision: Leveraging machine learning to assess thousands of data points in real time, improving approval speed while managing risk and minimising defaults
  • Scaling without breaking: Building an AI-enabled lending platform that can handle rapid growth in loan volumes without compromising performance or risk controls
  • Compliance by design: Embedding transparency and explainability into AI models to meet regulatory expectations while delivering a faster, better customer experience
Kasey Kaplan
Deputy CEO, Beforepay
3:10 PM
Think Tank: Is AI Automation a Threat to the Workforce or an Enabler of Human Potential?

This think tank examines whether accelerated AI-driven automation in banking and finance creates significant job displacement or enhances workforce productivity and engagement.

This interactive session puts these questions directly to the audience. Participants vote live on a series of real-world scenarios, explore the results together, and vote again as perspectives shift through the discussion.

  • AI automation reduces repetitive and manual workload, freeing staff to focus on higher-value, strategic activities that drive innovation and customer service.
  • Overreliance on AI risks job cuts, growing workforce instability, and diminished human oversight, potentially degrading customer experience and operational resilience.
  • The future workforce model requires balancing AI augmentation with human skills, investing in retraining, and redesigning roles for a collaborative human-AI ecosystem.
Berowne Hlavaty
Global Head of Applied AI & Data Science, JP Morgan
Mike Way
Director Strategy and Transformation, AMP
Sze Ding
Director of Artificial Intelligence and Principal of Level26 Labs, Alceon
3:40 PM
Networking Drinks Hour

Unwind with your peers for a couple of drinks on us!

No items found.
4:30 PM
Event Closed
No items found.

Our event sponsors

For sponsorship opportunities, please get in touch with Danny Perry, danny@clutchgroup.co

Past Speaker Highlights

No items found.

Past Sponsors

No items found.

Event Location

Doltone House Hyde Park

3/181 Elizabeth St, Sydney NSW 2000
Sydney AI in Financial Services Summit 2026

About Clutch

Hyper-Niche Content

Our conferences are specific to niche sub-sets of the technology industry, drilling down into the biggest issues, challenges and market trends facing tomorrow's leaders.

Collaboration first

Enjoy ample networking opportunities, roundtable discussions, interactive group sessions and real-world case-studies that arm attendees with actionable insights.

Dynamic & Bite-Size formats

No more death-by-PowerPoint. Our events are short, sharp and collaborative with a variety of session formats and a 3/4 day commitment to ensure returns on your time investment.

Get In Touch

Contact our event team for any enquiry

Danny Perry

Director of Sales
For sponsorship opportunities.
danny@clutchgroup.co

Lili Munar

Director of Client Relations
For guest and attendee enquiries.
lilibeth@clutchgroup.co

Steph Tolmie

Director of Conference Production
For speaking opportunities & content enquiries.
stephanie@clutchevents.co

Taylor Stanyon

Director of Operations
For event-related enquiries.
taylor@clutchgroup.co