The roundtable will be held at Tiffany’s Blue Box Café on 5th Avenue. It comes as U.S. research shows AI has moved from pilot programmes to a boardroom priority for most financial services executives, meaning the question is now about implementation rather than whether to adopt.
From Risk Management to Customer Communications
The agenda covers areas where generative AI in banking has moved beyond testing and into production:
- Risk teams using AI to process documents and spot patterns in transaction data.
- Compliance functions testing automation that flags regulatory issues across communications.
- Customer service operations deploying chatbots that adapt based on client behaviour.
Enterprise content management AI is another focus area, particularly given that banks generate thousands of documents daily, from loan applications and regulatory filings to client correspondence. Manual processing creates bottlenecks that slow everything down, whereas AI systems can extract data, categorise content, and route documents to the right teams without human intervention.
The discussion will look at how banks balance efficiency gains against oversight requirements, especially as regulators scrutinise data privacy, algorithmic bias, and model transparency. The roundtable aims to surface what actually works in practice rather than what simply looks good in a white paper.
Limited Attendance for Senior Decision-Makers
The roundtable will bring together C-suite executives from banking and financial services. Attendance is capped and requires approval, with organisers screening for decision-makers responsible for technology strategy and digital transformation:
- CIOs overseeing infrastructure investments.
- CTOs leading innovation programmes.
- CMOs managing customer experience platforms.
Breakfast is provided by world-renowned French chef and restaurateur Daniel Boulud, and the venue – inside Tiffany’s Manhattan flagship – offers a refreshing change from the usual hotel conference rooms where these discussions typically take place.
The agenda runs from 10am to 1pm, starting with opening remarks at 10.30am and presentations on AI impact across financial services. A moderated networking session at 11.20am gives participants space to raise specific challenges they are facing, followed by closing remarks at 11.50am and a final networking period.
French chef and restaurateur Daniel Boulud. (Credit: Jamie McCarthy/Getty Images for Travel + Leisure)
Attendance is complimentary for approved guests, though registration does not guarantee a spot. A post-event summary may be sent to attendees, but the closed-door format means detailed remarks will not be published elsewhere.
As banks continue testing AI for customer communications, document processing, and operational efficiency, this roundtable gives senior leaders a chance to compare approaches away from the vendor pitches that dominate larger conferences.