What It Takes to Scale AI in Banking & Financial Services
Date: Thursday, October 8, 2026Time: 12:30 PM - 5:00 PM ETVenue: Fairmont Royal York, Toronto
Hosted by HFS Research in collaboration with Infosys
The Conversation
AI works. Scaling it is the hard part.
Across banking and financial services, the question has moved on from whether AI delivers. Most institutions have proven value in pilots. Far fewer have carried that value into enterprise-wide production, where governance, risk, talent and operating models all come under pressure at once.
This invitation-only afternoon brings together VP to C-suite banking leaders with HFS Research analysts and Infosys to explore what separates the institutions that scale from those that stall. Expect candid peer exchange, grounded in HFS research and real delivery experience, on how to choose the right use cases, prove value quickly and move AI into production with confidence.
Key Discussion Themes
What we will explore
Pilot to production
What distinguishes the organizations successfully moving AI from pilot into production, and what holds others back.
Governance, risk and operating models
How to redesign governance, risk management and operating models so AI can run at enterprise scale.
Talent, skills and culture
Closing skills gaps, building AI readiness across the workforce and removing the cultural barriers to adoption.
Measuring what matters
Moving beyond productivity metrics to demonstrate enterprise value and business impact.
The AI-enabled bank of tomorrow
The next generation of AI-enabled banking capabilities and the partnerships that will deliver them.
By the Numbers
The readiness gap
34%
of the workforce in banking and capital markets firms is AI-ready
30%
of employees in these firms use AI daily
Source: HFS Research
Featured Participants
Who you will hear from
Special Guest
Dennis Gada
EVP & Global Head, Banking & Financial Services
Infosys
HFS Research
Phil Fersht
CEO and Chief Analyst
HFS Research
Arindam Mukhopadhyay
Senior Advisor
HFS Research
Melissa Fersht
Executive Research Leader
HFS Research
Steve Dunkerley
HFS OneCouncil Leader
HFS Research
Agenda
The afternoon
12:30 PM
Arrival and Networking Lunch
Welcome and informal introductions with fellow banking and financial services leaders.
1:30 PM
Welcome and Opening Remarks
HFS Research and Infosys set the scene for the afternoon.
1:45 PM
Opening Perspective
HFS Research on where banking and financial services really stands in scaling AI.
2:15 PM
Roundtable Discussion, Part One
Pilot to production: governance, risk and operating models for AI at scale.
3:15 PM
Break
3:30 PM
Roundtable Discussion, Part Two
Talent, culture and measuring enterprise value beyond productivity.
4:15 PM
Closing Reflections
Key takeaways and the outlook for the AI-enabled bank.
4:30 PM
Networking Reception
Continue the conversation before close at 5:00 PM.
Who Attends
VP to C-suite leaders in banking
C-suite executives
CIOs, CTOs, COOs, CDOs, Chief AI Officers and CROs at leading banks.
EVPs and SVPs
Executives leading technology, data, operations, digital and transformation across the bank.
Vice Presidents
VPs who own the AI, data, risk and operations programs moving from pilot into production.
Attendance is by invitation and subject to approval, with places reserved for VP to C-suite executives from the banking industry.
Venue
Fairmont Royal York
100 Front Street West, Toronto, ON M5J 1E3, Canada
A Toronto landmark in the heart of the financial district, directly opposite Union Station.
