EVENT

Orchestrating the Future of Financial Services

October 28, 2025 | 5:30pm - 8:30pm

The Clocktower at the New York Edition - 5 Madison Ave

Hosted and moderated by Carter Page, EVP of R&D and Engineering at Astronomer

Financial institutions are converging on a new wave of strategic data investments, spanning AI and modernization to real-time insights for hyper-personalized experiences. In this session we’ll explore the top priorities shaping the industry, the challenges leaders face in executing them, and the opportunities ahead for data-driven transformation in financial services. Please note, this event is invite-only and discussions will be closed door to ensure attendees feel free to speak openly about shared challenges.

We’ll be discussing some of the biggest challenges top of mind for data leaders in financial institutions today including:

  1. AI Hype vs. Reality in Finance Despite its priority, why do so many AI projects fail? Is it tech debt, governance, culture, or something else?

  2. Modernization: Strategic Shift or Endless Migration? We pour billions into modernization, but is the industry truly reducing costs and complexity or just reshuffling the stack?

  3. Customer Experience: Growth Driver or Compliance Trap? Balancing a personalized customer experience while staying on the right side of regulation and ethical expectations.

Recommended preread: executive overview on Orchestrating the Future of Financial Services.


Agenda

5:30pm
Networking with drinks and hors d’oeuvres


6:00pm
Welcome & Introductions


6:05pm
Dinner & roundtable discussion begins


8:00pm
Closing remarks

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