May 7, 2026
8:30am - 3:00pm
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
Speakers & Full Agenda Announced Soon!

Our speaker lineup will be released in February 2026.

Register now to secure your place and receive announcements when our full program launches.

Our Speakers

David Walker

David Walker

Group Chief Technology Officer
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

Chief Commercial Officer
Mythili Baker

Mythili Baker

Head of Data and AI
Prakhar Rawat

Prakhar Rawat

Chief Technology Officer
Stevie-Ann Dovico

Stevie-Ann Dovico

Former Chief Information Officer
Sudhir Mishra

Sudhir Mishra

Interim Chief Technology, Data and Digital Strategy Advisor
Register Now

Register Now

To receive speaker and program updates and secure your seat!

Agenda

8:30 AM
Registration, Breakfast and Barista Coffee

Get in early avoid the queue hot coffee and fresh made barista coffee.

No items found.
9:15 AM
Welcome & Opening Remarks
No items found.
9:20 AM
Opening Keynote: The Future of AI-Driven Transformation in Financial Services

This keynote will explore how AI is reshaping the financial services landscape by driving operational efficiency, enhancing customer experiences, and fostering innovation.

  • How banks and FSIs are transitioning from pilot projects to enterprise-wide AI adoption to generate measurable business value.
  • The rise of agentic AI and multi-agent systems enabling real-time decision-making and knowledge scaling across institutions.
  • Strategic approaches for balancing rapid AI innovation with governance, compliance, and ethical considerations in finance.
Alex Taylor
Global Head of Emerging Technology, QBE Ventures
9:40 AM
Why are AI Projects Failing and How to Stop That
No items found.
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.
Stevie-Ann Dovico
Former Chief Information Officer, Beyond Bank
Sudhir Mishra
Interim Chief Technology, Data and Digital Strategy Advisor, Community First Bank
10:40 AM
How I Solved...
No items found.
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
Group Chief Technology Officer, Westpac & DBS
11:55 AM
How I Solved...
Kasey Kaplan
Chief Commercial Officer, Beforepay
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
Mythili Baker
Head of Data and AI, Aware Super
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
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.

  • 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.
Prakhar Rawat
Chief Technology Officer, Tokio Marine Management Australasia
3:25 PM
Closing Remarks
No items found.

Past Speaker Highlights

No items found.

Who Attends?

Chief Data Officer

Head of AI

Head of ML

Head of Data Science

Head of Data and Analytics

Head of AI Governance

Head of AI Risk

Chief Digital Officer

Chief Technology Officer

Chief Information Officer

Head of Automation

Head of RPA

Head of Engineering

Head of Technology

Head of Claims

Head of Underwriting

Head of Customer Experience

Head of Personalisation

Head of Privacy

Head of Responsible AI

Head of Digital Banking

Head of Digital Platforms

Head of Operations

Man in gray blazer holding a laptop and talking to another man wearing a black jacket with a conference badge, surrounded by other attendees with badges at an indoor event.Audience seated in a conference room watching a speaker present slides about winning fantastic prizes on large screens.Crowd of people networking indoors at a conference or event with informational booths in the background.Audience attentively listening to a speaker in a conference room with round tables and water pitchers.

Attendee Testimonials

No items found.
No items found.
No items found.
No items found.

Our event sponsors

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

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

Frequently Asked Questions

No items found.

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