HFS Roundtables

HFS Roundtables are expertly facilitated, topic-driven learning experiences designed exclusively for enterprise buyer senior executives. These sessions—held in both in-person and digital formats—create a trusted space for leaders to explore new ideas, challenge conventional thinking, and openly debate critical issues. Participants collaborate to test concepts, share practical insights, and identify ways to advance their most important initiatives—all within a confidential, peer-to-peer setting.

Upcoming HFS roundtables

Virtual roundtable

Closing the enterprise context gap

September 17, 2026, Via Teams

This HFS Research virtual executive roundtable, produced in collaboration with MathCo, brings together senior data and AI leaders for a candid discussion on why enterprise context has become the defining constraint on AI value, and what the leaders who solve it first are doing differently.

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In-person roundtable

From pilot to production: What it takes to scale AI in banking & financial services

October 8, 2026, Toronto, Canada

Join HFS Research and Infosys for an interactive executive roundtable with senior banking and financial services leaders to explore what separates organizations successfully scaling AI from those that remain trapped in perpetual pilots.

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Past roundtable highlights

Agentic AI is ready. But are you? Rethinking the foundations of enterprise transformation

Conducted in partnership with Wipro on September 18, 2025, this roundtable explored how to re-architect the enterprise so AI agents can actually do something useful—at scale, securely, and with strategic intent.

September 18, 2025

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Scaling AI with Purpose, Not Hype: A Practical Path to Enterprise Adoption

Conducted in partnership with LTIMindtree on August 21, 2025, this roundtable explored how enterprises can move beyond AI’s proof-of-concept stage and scale with purpose—shifting it from a cost-cutting tool to a catalyst for growth and competitive advantage.

August 21, 2025

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Reimagine Insurance with AI: What’s Driving Real Results Today

Conducted in collaboration with IBM Consulting on August 19, 2025, this in-person executive roundtable focused on how insurers are busting the most significant barriers to enterprise-wide adoption: legacy debt, governance gaps, data challenges, and the critical need for a future-ready AI infrastructure.

August 19, 2025

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From Cost Center to Control Tower—Reshaping the BFSI GCC Operating Model

Recap coming soon—check back for key takeaways and insights from the discussion.

June 26, 2025

From Data Debt to AI Advantage: Building a Foundation for Agentic Powered Business Operations

Conducted in partnership with IBM Consulting on June 13, 2025, this roundtable explored pragmatic strategies for effectively managing sensitive data and responsibly embedding AI into operations.

June 13, 2025

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Empowering the Deskless Workforce: From the Edge to the Enterprise

Conducted in collaboration with Birlasoft and ServiceNow on June 11, 2025, this in-person executive roundtable explored practical strategies and proven approaches for engaging deskless workers.

June 11, 2025

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How should US non-bank lenders reinvent mortgage in the age of AI?

Conducted in collaboration with Cognizant on May 15, 2025, this digital roundtable explored how non-bank lenders can reinvent mortgage in the age of AI, featuring findings from a study of 257 U.S. non-bank lenders and ecosystem partners.

May 15, 2025

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The Next Era of Commercial Insurance: Faster, Smarter, and Embedded

Conducted in collaboration with Cognizant on April 16, 2025, this digital roundtable discussed the findings of an HFS report that explored the dynamic changes underway in commercial insurance, where insurers are placing their bets to compete more effectively in the future.

April 16, 2025

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Rebuilding the Enterprise for AI Velocity: Breaking Free from Pilot Paralysis

Conducted in collaboration with Coforge on March 20, 2025, this roundtable explored how organizations can move beyond pilot purgatory and prepare for the next wave of AI, building on insights from GenAI adoption.

March 20, 2025

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Why, What, and How Financial Services firms can be AI-First

Conducted in collaboration with Infosys on March 18, 2025, this roundtable explored the why, what, and how BFS firms can become AI-First, sharing insights from a study of 500+ global financial services leaders.

March 18, 2025

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Unleashing a new energy paradigm with AI-powered innovation for profit and planet

Conducted in collaboration with Infosys on January 27, 2025, this roundtable discussed how emerging technologies and ethical strategies can shape a sustainable and successful future for the energy industry and broader enterprise ecosystem.

January 27, 2025

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US health system consolidation: How are you reimagining operating models to achieve success?

Conducted in collaboration with Cognizant, this roundtable was anchored on an HFS study that discussed the changing landscape of healthcare delivery in the US as health systems consolidate.

January 23, 2025

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No more trickle-down digital! How to help mid-tier financial services firms grow

Conducted in collaboration with Cognizant, this roundtable addressed the financial, technological, and strategic challenges facing mid-tier banks and capital markets firms as they navigate post-crisis realities and seek meaningful transformation through targeted innovation and GenAI.

November 21, 2024

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From “Routine” to “Revolutionary” – How can AI transform GBS Operations Strategy?

Conducted in partnership with IBM, this roundtable explored the advantages of how GBS and AI together can reimagine workflows and roles to effectively implement and integrate AI at work, improving efficiency, productivity, and decision-making.

November 15, 2024

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Future-proofing IT to Master Your GenAI Destiny

Conducted in collaboration with NTT DATA, this roundtable discussed the challenges of scaling GenAI to an enterprise level of delivery and the strategic role IT needs to play in navigating these challenges and scaling GenAI projects responsibly.

November 14, 2024

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Are UK firms being bold enough with GenAI? How are you moving to scale?

Conducted in collaboration with Cognizant, this roundtable provided guidance from and for UK and Ireland-based enterprise leaders, emphasizing the importance of being bold and action-oriented in GenAI adoption.

October 31, 2024

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