Future of Financial Services

Overview

This episode brings together leaders from Avanade, Microsoft and financial services to explore how institutions are modernising the operational core required for AI‑enabled growth, resilience, and trust.

Across banking, insurance, superannuation, and capital markets, organisations are grappling with rising cost ‑ to ‑ serve , deeply embedded legacy platforms , fragmented data estates, and intensifying regulatory scrutiny . At the same time, executive expectations for AI‑driven productivity and efficiency continue to grow, placing pressure on leaders to transform without destabilising the systems their organisations depend on most .

In this episode of ‘The Common Factor Series’ the discussion explores how financial institutions are moving beyond isolated AI pilots towards practical, connected transformation across three priority areas: Intelligent Contact Centre , Cloud Move and Intelligent Security Operations . Together, these solution plays illustrate how AI-enabled service, secure cloud modernisation and intellgent security operations can deliver measurable business outcomes today, while creating a resilient foundation for future innovation.

Panellists will share practical, executive-level insights on how to modernise service operations, sequence cloud, data and AI investment, and build security and compliance into the operating model from the start. The conversation will focus on how financial services organisations can turn AI, cloud and security transformation into measurable business value while maintaining the control, governance and trust expected in a regulated environment.

What we will cover

• Building the AI-ready foundation (through Cloud Move) Reducing legacy drag, fragmented data and technical debt to create a resilient cloud foundation for analytics, automation and responsible AI. Strategic Shift / Transformation Direction.
• Strengthening trust and control (through Intelligent Security Operations) Modernising security across identity, endpoints, cloud and data to improve resilience, compliance visibility and operational confidence. Risk, Governance + Operating Model Shift.
• Reimagining customer operations (through Intelligent Contact Centre) Improving service speed, case handling, agent productivity and cost-to-serve across voice, chat and digital channels. Strategic Problem + Value Gap.
• Scaling future-ready financial services Unifying cloud, security, customer operations, data and governance to drive agility, confidence and measurable business value. Future State / Executive Outcome / Sponsor Positioning.

Agenda

• 2:00 pm Modernising the Financial Services Core for an AI enabled, Risk-Ready Future.

Speakers

• Sanja Petrovic · Head of Cybersecurity, Hub24

Partners

• Avanade
• Microsoft Every company has a mission. What's ours? To empower every person and every organization to achieve more. We believe technology can and should be a force for good and that meaningful innovation contributes to a brighter world in the future and today. Our culture doesn’t just encourage curiosity; it embraces it. Each day we make progress together by showing up as our authentic selves. We show up with a learn-it-all mentality. We show up cheering on others, knowing their success doesn't diminish our own. We show up every day open to learning our own biases, changing our behavior, and inviting in differences. Because impact matters. Microsoft operates in 190 countries and is made up of approximately 228,000 passionate employees worldwide.
• HUB24 Limited HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet. At HUB24, we believe in the value of advice and by collaborating with the industry and leveraging our technology and data expertise, we’re helping to solve key challenges to enable the delivery of accessible financial advice, and empower better financial futures for more Australians. Our solutions include Australia’s best platform HUB24, leading SMSF software Class, and myprosperity’s innovative client portal technology. Recognised by advisers and the industry as Australia’s best platform, HUB24 leverages data and technology to deliver choice, flexibility, efficiencies and value for advisers and their clients. We’re committed to continued investment in innovation that delivers, making the complex simple and enabling advisers to empower better financial futures for more Australians. As a leading provider of SMSF software, Class, together with NowInfinity, delivers trust accounting, portfolio management, legal documentation and corporate compliance solutions that transform the way finance professionals do business. We champion automation, simplicity and connectively to drive business profitability and enhanced client experience. myprosperity is a leading provider of client portals for accountants and financial advisers, enabling streamlined service delivery and increased productivity for their business and enhanced customer experien
• Praemium Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market. Some of the world's leading private wealth managers, institutions and intermediaries choose Praemium technology to power their client portfolios, including 40% of the Barrons Top 100 Advisers 2023. Praemium offers access to a comprehensive suite of investment solutions covering custody and non-custody investments on a single platform. Our platform offers a range of cutting-edge tools and services that streamline the advice process, deliver efficiencies for advice practices and enhances the client experience. For over 22 years, Praemium has remained committed to its goal of providing the best technology and product solutions to enable advisers to deliver great outcomes.
• Helia Helia (formerly Genworth) has proudly played a pivotal role in the property market since 1965. As Australia’s first Lenders Mortgage Insurance (LMI) provider, we are a specialist in our field and are dedicated to leading the way for years to come. For many Australians, owning your own home remains a lifetime aspiration, and we work with our customers and partners to help them achieve this dream at various stages of their home buying journey — whether they are looking to save for a deposit, purchase their first home, upgrade or manage retirement by unlocking equity in their home later in life. We are reimagining the home ownership experience to get you there faster. Our purpose is to accelerate financial wellbeing through home ownership, now and for the future.

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• Canva Melbourne Roundtable August 2026, Melbourne
• AI Systems Scale August 2026
• Agentic Brand Control August 2026, The Rocks
• Modern Govt Day September 2026, Canberra
• CTO Day | Melbourne September 2026, Southbank
• Beyond The Data Centre: Building Government At The Edge September 2026, Canberra
• Executive Confidence in Identity and Security September 2026, Chicago
• Secure Scalable Ecosystems September 2026, Sydney