Virtual Summit Live 2026: 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

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