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.
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
Vice President, Global Head of Financial Services, Cybersecurity and Public Sector GTM,
Databricks
Marcela
Granados
Global Head of Insurance GTM,
Databricks
Ashraf
Safdar
Asia-Pacific and Japan Financial Services GTM,
Databricks
Jennifer
Miller
Head of Americas Banking and Payments GTM,
Databricks
Andrea
DeSosa
Global Head of Capital Markets GTM,
Databricks
Antoine
Amend
Global Senior Technical Director, Financial Services,
Databricks
Kim
Hatton
Global Industry Marketing Leader, Financial Services,
Databricks
Raj
Suresh
Industry GTM Leader, Financial Services & Professional Services,
Databricks
Deenar
Toraskar
Data Architect,
JP Morgan Chase & Co
Jay
Yang
Executive Director,
UBS
Vivek
Nema
Director,
UBS
Laila
Kurati
CDO & Head of Data Platform,
Banco Santander
Harshit
Mishra
Sr. Consultant Data Engineer,
Nationwide Insurance
Angie
Ruan
CTO, Capital Access Platforms,
Nasdaq
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

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.
Session previews
Take a peek at some of the upcoming sessions we’re extra excited about.
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0 to 100 AI/BI Apps in 120 Days: Building an Enterprise Data and AI Platform From Scratch @ Alpura
800TB, Zero Pipelines: How Ensemble Health Partners Built an AI-Ready Revenue Cycle on Lakebase
Accelerating AI From Model to Impact at Workday With Databricks Apps
Accelerating Corteva’s Data Source Onboarding With Lakeflow
Agent Evaluations
Agentic Feature Engineering: How McAfee Drives Personalization With Agent Bricks
AI Agents for the Frontline: 7-Eleven’s GenAI Maintenance Assistant
Alinta Energy’s Data Platform: From Platform Migration to Enterprise Ready AI-Driven Energy Ops
Apps Factory on Databricks: Provision, Standardize, Observe and Govern 100+ Apps
AstraZeneca's Multi-Agent System: Lessons Scaling Agents by 10x With Agent Bricks
Automating KPI Reasoning and Narrative Generation With Agent Bricks and Databricks Apps
Beacon: Revolutionizing Media Analytics With Near Real-Time Declarative Pipelines
Beyond Batch: Engineering Self-Evolving Ingestion with Databricks Auto Loader
Beyond Dashboards: How Grupo Bimbo Delivers Insights with Databricks AgentBricks
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/* showing 1 – 18 out of 168 sessions */
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.