Exclusive NYC Roundtable Spotlights AI’s Role in Finance

Recent US research shows that AI and the digital infrastructure behind it have become a strategic priority for the majority of financial services executives, reflecting the rapid shift towards enterprise-level adoption.
Senior leaders from across banking and financial services will gather on 29 January 2026 in New York for an exclusive roundtable hosted by OpenText and Cognizant, examining how AI is transforming the digital backbone of modern financial institutions.
The discussion takes place at the Blue Box Café at Tiffany’s 5th Avenue, New York, offering a rare opportunity for decision-makers to exchange ideas in an intimate setting.
From high-frequency data processing to intelligent automation, the discussion will explore how AI innovation is reshaping the infrastructure that supports global finance.
A forum for technology and transformation
Designed for senior financial services leaders, the event brings together a select group of executives, including:
- Chief Information Officers (CIOs) who are responsible for digital strategy and transformation
- Chief Technology Officers (CTOs) who are leading innovation, automation and operational resilience
- Chief Marketing Officers (CMOs) who are focused on modernising customer communication and experience
Their shared priorities, including risk, compliance, operational efficiency and customer engagement, reflect the areas where AI is gaining the most traction.
For data centre and IT leaders in the financial services sector, the conversation represents a snapshot of how financial services are aligning infrastructure strategies with the demands of AI-driven business models.
This closed-door session provides senior leaders with the opportunity to compare approaches, discuss challenges and share practical steps for responsible AI adoption across highly regulated environments.
Participants will benefit from peer-level discussions not available at large industry conferences.
From automation to operational intelligence
Discussions will explore how generative AI and automation enhance risk management, document handling and customer personalisation.
For CIOs and CTOs, these advances underscore the growing interdependence of AI and data centre ecosystems.
As AI models demand greater compute power and lower latency, participating executives will consider how infrastructure partners – from colocation providers to hyperscalers – are adapting to meet stringent performance, compliance and sustainability expectations.
Why the discussion matters
Financial institutions face rising regulatory pressure alongside the operational demand for secure, always-on services.
The roundtable aims to share practical frameworks for responsible AI adoption, bridging innovation with compliance.
The trend is clear: as AI becomes embedded in everything from fraud detection to personalised banking, infrastructure will increasingly define competitive advantage.
Data centres, cloud connectivity and intelligent automation stand at the centre of this transformation.
Attendance is limited to senior financial services leaders. Those interested in joining can register here.
Event details
Date: 29 January 2026
Location: Blue Box Café at Tiffany’s, 5th Avenue, New York
Agenda:
- 10:00 – Breakfast by Daniel Boulud
- 10:30 – Opening remarks: OpenText & Cognizant
- 10:40 – The Impact of AI on Financial Services
- 11:20 – Moderated Networking Discussion
- 11:50 – Closing remarks and peer exchange
- 13:00 – Ends
FAQs
Who should attend?
Senior leaders (CIO, CTO, CMO) from banks, financial institutions and insurance organisations involved in AI, digital transformation, compliance, operations or customer communications.Is the event invitation-only?
Yes. Registrations are reviewed to ensure the roundtable remains focused and relevant to senior decision-makers.Is there a cost to attend?
No. Attendance is complimentary for approved guests.Will there be networking opportunities?
Yes. The agenda includes structured and informal networking sessions.Will presentation materials be shared after the event?
A summary may be made available to attendees following the discussion.

