The Data + AI Summit 2025: Your Guide to the Smartest Scene in Finance

The Big Picture: Why You Should Care

Forget stuffy boardrooms and endless PowerPoints. This year, the Data + AI Summit is where the future of finance truly gets real, especially with Jamie Dimon, Chairman and CEO of JPMorgan Chase, joining Databricks CEO Ali Ghodsi on the keynote stage. Picture industry giants, AI leaders, and data visionaries sharing insights and charting the next big disruption. If you want your institution to stay ahead of the curve (and maybe even have a little fun), this is your ticket.

Hot Sessions: Skip the FOMO

Financial Services Industry Forum: Shifting to Financial Intelligence

When: June 10, 4:00 pm PDT
Why go: This is the ultimate power hour for execs, think the Met Gala of financial data, but with more AI, less couture, and a lot more strategy. Kick off with Junta Nakai (Databricks), followed by a keynote from Meggy Chung (Barclays). The grand finale? A fireside chat between Neema Raphael (Goldman Sachs) and Arsalan Tavakoli-Shiraji (Databricks). You’ll walk out with boardroom-ready strategies and enough inspiration to shift the future of your business.

From Prediction to Prevention: Transforming Risk Management in Insurance

When: June 11, 11:30 am PDT
Why go: Michael Ban (Nationwide) will deliver a keynote to remember, followed by Marcela Granados (Databricks), who will discuss how data and AI are helping industry leaders like Sébastien Gignac (Intact), and Dylani Herath (Thrivent) reduce fraud, enhance compliance, and build resilient operations. Expect actionable strategies for using AI to detect threats and protect your bottom line, before trouble strikes.

Securing the Future: How Banks are Reducing Risk With Data and AI

When: June 11, 1:50 pm PDT
Why go: Gordon Wilson (SMBC) will share an intriguing keynote before the panel discussion led by Cyril Cymbler (Databricks), who will team up with Nitin Kulkarni (Nationwide Building Society), and Thomas Sawyer (SMBC) share how top firms are using AI and data to tackle risk, boost compliance, and stay ahead of threats.

Securing Capital Markets: AI-Powered Risk Management for Resilience

When: June 11, 3:00 pm PDT
Why go: Venkatesh Ganesan (State Street), will kickoff off this session with a keynote packed with real-world insights on how State Street is leveraging technology to transform risk management and compliance, followed by a panel moderated by Kim Hatton (Databricks) and panelists, like Luis Amador (Moody’s Analytics), Eric Suss (Morgan Stanley), and more who will discuss how capital markets firms use AI and advanced analytics to spot risks early, reduce fraud, and navigate complex regulations. Walk away with proven strategies for building resilient, compliant, and growth-ready operations.

Scaling Success: How Banks are Unlocking Growth With Data and AI

When: June 11, 4:10 pm PDT
Why go: Felipe Cobucci (PicPay) will wow the audience with banking innovation, followed by a panel moderated by Ricardo Portilla (Principal Solutions Architect, Databricks) and panelists Tony Qui (E&Y) and Chris D’Agostino (FIS Global). This rapid-fire panel will discuss how leading banks and data providers are transforming banking through innovations with data and AI to personalize services and find new growth opportunities.

Collaborative Innovation: How to Spur Innovation While Driving Efficiency

When: June 11, 5:20 pm PDT
Why go: Join keynote Anthony Meyers (Aon) and a moderated panel led by Antoine Amend (Databricks) and panelist Paul McComish (LV=) as they reveal how secure data sharing and collaborative tech are helping insurers innovate faster, streamline operations, and deliver better customer outcomes while keeping efficiency and governance front and center.

Accelerating Growth in Capital Markets: Data-Driven Strategies for Success

When: June 12, 12:30 pm PDT
Why go: Raul Chavarria (B3) will deliver an inspirational keynote followed by a panel with Antoine Amend (Databricks), Jimmy Kozlow (Northern Trust), and Bobby Grubert (RBC Capital Markets) for an intimate discussion on how data and AI are helping capital markets create differentiated strategies. It’s like a masterclass in driving growth; bring your notebook.

Revolutionizing Insurance: How to Drive Growth and Innovation

When: June 12, 1:40 pm PDT
Why go: Kranthi Nekkalapu (Suncorp) will kick off the session with a keynote, followed by a panel moderated by Anindita Mahapatra (Databricks). She’ll lead a powerhouse panel featuring Porter Orr (The Standard Insurance Company) and Adrien de Nazelle (Oliver Wyman). Get the inside scoop on how data and AI are transforming claims automation, underwriting, and customer engagement. Expect real-world insights on predictive analytics, personalized policies, and streamlined workflows that boost ROI. It’s your playbook for staying ahead in a rapidly evolving industry.

Data Strategy Track: Executive Insights

Why go: Over 150 financial services-focused sessions with leaders from Mastercard, GM Financial, JP Morgan Chase, National Australia Bank, and more. This is your chance to binge on real-world case studies and frameworks you can actually use.

Spotlight: The Financial Services Lounge

Don’t just hear about innovation, see it, touch it, and talk it out in the Financial Services Lounge, right in the Expo at Moscone South.

• Get hands-on with interactive demos: hyper-personalization, productivity boosters, fraud prevention, and more
• See Agentic AI, next-gen underwriting, and streaming analytics in action
• Meet Databricks industry experts for quick tips and real talk
• Connect with fellow financial services pros in a high-energy, dedicated lounge
• Explore Solution Accelerators built to drive growth, reduce risk, and boost efficiency
• Walk away with actionable insights to supercharge your business

Whether you’re looking to ship your latest AI project to production or want to see what’s next for financial services tech, this is the spot where the future happens, one demo and one great conversation at a time.

After-Hours: Where the Real Networking Happens

You know the drill: the best deals (and stories) happen after the last session. Here’s your cheat sheet for the can’t-miss gatherings:

• Precisely X Confluent X Databricks Insurance Happy Hour
  June 9, 4–6pm, Novela
  For: Insurance pros
  Vibe: Kickoff cocktails, new friends
• Welcome Reception for Financial Services
  June 9, 6–9pm, Minna
  For: All financial services folks
  Vibe: Big crowd, big energy
• Deloitte Sunrise Breakfast for Insurance
  June 10, 7:30–9am, SPIN
  For: Insurance execs
  Vibe: Early risers, fresh ideas
• ValueMomentum X Databricks Happy Hour for Insurance Leaders
  June 10, 6:30–8:30pm, The Williams at St. Regis
  For: P&C insurance pros
  Vibe: Luxe, low-key
• Data + AI Summit: Capital Markets and Data Providers Reception
  June 11, 5–8pm, Sens Rooftop
  For: Capital markets & data insiders
  Vibe: Rooftop views, sharp minds
• Blueprint X Databricks Financial Services Happy Hour
  June 11, 6–9pm, Waterbar
  For: Insurance professionals
  Vibe: Waterfront, wind-down

Contact your Databricks Account executive for invitations to these events.

Pro Tips for a Five-Star Summit

• Register Today: Spots are filling up fast, secure your place before the rush.
• Build Your Game Plan: Prioritize sessions based on what matters most to your business: modernization, governance, AI, or industry transformation.
• Book 1:1s: Schedule time with Databricks experts and connect with peer executives for tailored advice and fresh perspectives.
• Divide & Conquer: Bring your team, split up, and compare notes over dinner.
• Network Like a New Yorker: The best connections happen at the bar, in the hallway, or over a killer steak.
• Capture Insights: Take notes, you’ll want to bring these ideas back to your team.
• Follow Up: Reach out to new contacts while the event is fresh to keep the momentum going.

Don’t Miss: The City Beyond the Summit

This is San Francisco, after all. Duck out for a Mission burrito, snap a selfie by the Bay, or find a rooftop with a view. You’ll need the fuel for all that networking.

Final Word

The Data + AI Summit is where financial services gets its groove back. Whether you’re an exec plotting your next big move or a tech lead hunting for inspiration, this is your scene. See you at the summit, where finance, data, and a little bit of fun collide.