Mid‑market banks and insurers are expected to perform like large institutions. They must deliver faster decisions, stronger risk control, and superior customer experiences while operating with tight budgets, complex legacy cores, and strict regulatory requirements. Many have launched AI initiatives such as fraud detection models, underwriting scorecards, chatbots, and RPA. Very few have converted these investments into repeatable, enterprise‑wide impact.

In most organizations, intelligence remains trapped in siloed data, disconnected workflows, and function‑specific tools. Model risk obligations, explainability standards, privacy constraints, and fragmented change management often stall progress at the pilot stage. This roundtable examines how a connected, platform‑led approach can unify data, decisions, and execution across front, middle, and back office. The goal is to embed governance and auditability, so AI operates across journeys, not only in pockets.

Through a candid, peer‑driven discussion, leaders will explore how to orchestrate AI across existing cores and systems. From onboarding to collections and from underwriting to claims, participants will focus on the shift from task automation to outcome‑driven decision flows. The objective is measurable improvements in time to yes, fraud catch rates, loss ratios, non‑performing asset control, straight‑through processing, and cost to serve without disrupting core platforms.

Key Takeaways:

• Why AI stalls at scale in FSI
  Pinpoint the real blockers and leave with an audit‑ready plan to scale.
• How to scale with orchestration rather than more tools
  Replace tool sprawl with a decisioning fabric that unifies data, models, workflows, and controls.
• Modernize without replacing the core
  Deliver quick wins by wrapping and extending existing cores to reduce risk, cost, and disruption.
• From task automation to intelligent decision flows
  Embed AI across end‑to‑end journeys to lift straight‑through processing, cut losses, and improve experience.
• Outcomes that matter to CXOs
  Faster time to decision, improved approval quality, reduced loss ratios and NPAs, higher fraud detection precision and recall, higher straight‑through processing rates, fewer compliance exceptions, and faster audit cycles with trackable and defensible metrics.

Why Attend:

• Learn from peers, not presentations, with a focus on what works in regulated environments.
• Focus on what scales, including architectures, controls, and operating models that pass audit and regulatory scrutiny.
• Cut through AI hype and focus on where AI creates defensible value in banking and insurance.