INDUSTRY EXPERIENCE

FINANCIAL SERVICES

FINANCIAL INTELLIGENCE BEATS GENERAL INTELLIGENCE

  • All In
    Cut the complexity tax. See how leading FSIs use Lakebase, Genie and a unified lakehouse to replace fragile pilots with production AI that actually moves revenue and reduces risk.
     
  • AI‑Augmented
    Watch bankers, traders and underwriters work side by side with AI. Learn how Genie and Lakebase power real‑time decisions and personalized experiences and lower cost-per-customer interaction.
     
  • Agentic Evolution
    Step inside the AI agent factory. Hear how peers are building governed Postgres‑backed agents on Databricks to automate workflows, satisfy regulators and turn financial intelligence into advantage.
Financial Services

Featured speakers

Join leading financial services executives, experts and thought leaders — across banking and payments, capital markets and insurance — who will share insights at Data + AI Summit.

Junta Nakai

Junta
Nakai

/

Vice President, Global Head of Financial Services, Cybersecurity and Public Sector GTM,

Databricks

Marcela Granados

Marcela
Granados

/

Global Head of Insurance GTM,

Databricks

Ashraf Safdar

Ashraf
Safdar

/

Asia-Pacific and Japan Financial Services GTM,

Databricks

Jennifer Miller

Jennifer
Miller

/

Head of Americas Banking and Payments GTM,

Databricks

Andrea DeSosa

Andrea
DeSosa

/

Global Head of Capital Markets GTM,

Databricks

Antoine Amend

Antoine
Amend

/

Global Senior Technical Director, Financial Services,

Databricks

Kim Hatton

Kim
Hatton

/

Global Industry Marketing Leader, Financial Services,

Databricks

Raj Suresh

Raj
Suresh

/

Industry GTM Leader, Financial Services & Professional Services,

Databricks

deenar-toraskar

Deenar
Toraskar

/

Data Architect,

JP Morgan Chase & Co

jay-yang

Jay
Yang

/

Executive Director,

UBS

Vivek Nema

Vivek
Nema

/

Director,

UBS

laila kurati

Laila
Kurati

/

CDO & Head of Data Platform,

Banco Santander

Harshit

Harshit
Mishra

/

Sr. Consultant Data Engineer,

Nationwide Insurance

Angie

Angie
Ruan

/

CTO, Capital Access Platforms,

Nasdaq

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Maximize your Summit

Data + AI Summit is the global event for the data community, where practitioners, leaders and visionaries across industries gather to shape the future of data, analytics and AI.

Forums

Learn from the most innovative leaders in the financial services industry with keynotes, live demos and executive panel discussions.

  • Turn fragmented AI pilots into production‑ready, governed financial intelligence

  • Empower bankers, traders and underwriters with real‑time, conversational insights

  • Reduce operating and compliance costs with unified data and AI governance

  • Safely scale AI agents across risk, finance and customer workflows

  • Build a durable competitive advantage with Lakebase and Genie

DIAS Forums
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Topics

Join financial leaders who are going all in on unified data, Genie and Lakebase — and see how agentic workflows, real‑time intelligence and governed AI agents drive growth, efficiency and safer decision‑making.

ALL IN

Turn Data Into Growth

See how FSIs use Lakebase and Genie to unlock new revenue and launch products faster. Hear change stories from peers who are unifying data, AI and agents across the front, middle and back office.

AI AUGMENTED

Secure, Explainable AI

Explore how governed Genie, Lakebase and Agent Bricks help mitigate risk and fraud and strengthen compliance. Hear how leaders keep AI agents explainable, auditable and safe for regulators while accelerating decision‑making.

AGENTIC EVOLUTION

Build Your Agent Factory

Learn how financial institutions are designing, deploying and scaling AI agents on Databricks. See real examples of agentic banker, customer 360 and commerce workflows that cut cost and reinvent efficiency.

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Session previews

Take a peek at some of the upcoming sessions we’re extra excited about.

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Mehul Bhuva/Corteva AgriScience
Harshit Rai/Databricks, Inc.

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Data engineers, data scientists, machine learning engineers, AI researchers and practitioners, business executives, IT decision-makers, product managers, entrepreneurs, investors and more.

The premier event for the global data, analytics and AI community. Summit brings together data practitioners, leaders and visionaries from more than 160 countries to explore the latest technologies and trends. Attendees can also participate in conference training and brand-new certification courses.

The conference will take place at Moscone North, West and South (the address is 747 Howard Street, San Francisco, CA 94103). Some events and activities may be a short walking distance from Moscone.

We’ve partnered with several hotels in San Francisco offering special group rates for attendees. Book through the Data + AI Summit registration page to receive the event rate (subject to availability). See the list of recommended hotels, all conveniently located near Moscone Center.

The full conference pass will include keynotes, Expo, breakout sessions, networking events and virtual access.