Banking and financial services (BFS) firms are all-in on AI, but most are still stuck in silos, chasing productivity and risking lackluster results. The HFS–Infosys report Why, what, and how financial services firms can be AI-first, based on insights from 505 global banks and financial institutions, clearly lays it out.

It’s time to move the conversation beyond using your AI strategy as a business strategy and into embedding AI more deeply, scaling it responsibly, and extracting a competitive advantage before the window closes. This roundtable will challenge leaders to confront the realities of operating in an AI-first world.

We will debate four issues:

  • Escaping productivity myopia: If 65% of firms still say productivity is their number-one AI goal, how do we reframe AI to drive growth, revenue, and stakeholder value further up the outcome-to-value continuum?
  • From pilots to platforms: With AI budgets up 25% in 2025, what will it take to stop thinly spreading investments and to build scalable enterprise-grade AI platforms?
  • Governance under pressure: Only 23% of BFS firms have mature AI governance practices. How do we ensure governance is correct before regulators and customers lose patience?
  • All talent becomes AI talent: If 45% of AI talent is external, how do firms balance third-party dependence with upskilling so that every employee can be part of the AI-first journey?
Why should you attend? 

Don’t sit on the sidelines while AI rewrites the banking and financial services rules. Join this roundtable to cut through the noise, challenge the hype, debate the hard truths, and walk away with bold, actionable ideas you can put to work. This isn’t about lofty prognostications or endless pontification. It’s a pragmatic, no-nonsense discussion with peers on how to drive outcomes from AI beyond productivity, scale AI responsibly, get governance right, and transform AI into a talent strategy as much as a technology strategy.

HFS participants
Saurabh Gupta | HFS Research
Saurabh Gupta
President, Research and Advisory Services
Ashish-Headshot-New-With Background
Ashish Chaturvedi
Executive Research Leader
Steve Dunkerley
HFS OneCouncil Leader

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