Interfaces change. Foundations endure: the financial services lunch

Skip the convention center lunch. Come here instead.

Step away from Moscone for a couple of hours. Canopy SoMa is a short walk from the convention center, with a real sit-down lunch and a small room of financial services data and AI strategists. Worth the two-hour break.

The premise: AI velocity does not come from another tool. It comes from the right data foundation. The conversation will be peers from inside financial institutions that are past the pilot stage and into the harder work of cutting through tool sprawl, clarifying platform roles, and turning AI into a scalable business capability.

Key themes we’ll cover

• Foundation: how the data layer is becoming the foundation for trusted, scalable AI in financial services.
• Modernization: how financial institutions are moving past the BI-first playbook to build data foundations for analytics, ML, AI agents, and business activation from day one, and how they're cutting through tool sprawl to choose what is actually worth building.
• Scale: what successful scaled AI looks like in practice. AI embedded into daily workflows, faster decisions, expanded banker and advisor capacity, reduced service friction, stronger risk signals, and measurable business impact.
• Governance: what trusted AI at scale requires beyond the policy document, including data quality, lineage, access controls, observability, reusable data products, and structured and unstructured enterprise intelligence.