From Pilot to Production

CXO

From Pilot to Production

Oct 08 2026 | North America

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Invitation Only

Executive Roundtable | Banking & Financial Services

From Pilot to Production

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.

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