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Data + AI Summit 2026: Insider’s Guide for Financial Services Leaders
Kim Hatton
- Source
- Databricks
- Published
- Added to Yomu
Summary
Data + AI Summit 2026 features a dedicated financial services program for leaders evaluating AI transformation across banking, payments, insurance, and professional services. It lists sessions on proprietary data for underwriting, responsible AI in banking and payments, and AI delivery in professional services featuring First American, American Modern Insurance Group, Vantage Bank Texas, Santander, FIS, Acxiom, EXL, Bain, and EY. The Financial Services Forum includes executive firesides with leaders from Morgan Stanley, JPMorganChase, Mastercard, and RBC Capital Markets. A financial services lounge at the Moscone Expo offers demos, Databricks experts, and Agentic Banker and Virtual CFO use cases. Training courses on AI Agents, Lakebase, and apps plus hands-on labs and certification sessions are presented as a route from strategy to execution with executives and technical teams splitting focus.
Context
Financial services leaders attending Data + AI Summit 2026 need to navigate dedicated industry sessions, executive programming, demonstrations, training, and networking opportunities while balancing strategic and technical priorities.
Approach / What changed
The guide organizes the event around recommended sessions, the Financial Services Industry Lounge, training and certification options, after-hours events, and scheduling tactics such as using Brickbot, adding travel buffers, booking executive programming early, and leaving open time.
Takeaways
- The Financial Services Forum on Wednesday, June 17, features executive firesides with leaders from Morgan Stanley, JPMorganChase, Mastercard, and RBC Capital Markets.
- The Financial Services Industry Lounge in the Moscone Expo includes demonstrations, Databricks experts, and Agentic Banker and Virtual CFO use cases.
- Courses, hands-on labs, and certification sessions covering AI Agents, Lakebase, and apps are positioned as a way to move from AI strategy to execution.