03 Sep, 2026
Digital Financial Services Summit NSW 2026
ICC Sydney: International Convention & Exhibition Centre
The Digital Financial Services Summit NSW 2026 brings together senior leaders across banking and finance to explore digital transformation, fintech innovation, AI, and the future of financial services in NSW.
Delegates
Speakers
Sessions
Embracing a new era of innovation in financial services
The Digital Financial Services Summit will bring senior leaders together for strategic discussions on how organisations can embrace disruption, improve customer outcomes, and advance the technologies shaping financial services in the digital age.
Australia’s financial services industry is rapidly evolving to meet the changing needs of customers in an increasingly digital world. Some organisations are leading the way, taking advantage of new technologies to innovate across processes, products and services. Organisations failing to innovate risk losing customers to more agile competitors.
The Digital Financial Services Summit will bring together executives from across the financial services industry to network and share actionable insights on elevating digital strategies to meet customers’ needs and expectations.
Meet our Speakers
Former Exec - ANZ, Google, P&G
Acting co-Chief Executive Officer & Chief Financial Officer
Head of Enterprise Governance & Resilience
Executive Director & Head of International Economics
General Manager - Core Banking
Chief Technology & Data Officer
Holistic Design Director
Chief Executive Officer
Featured Topics for the Day
View Agenda
8:30 am
Registration & Refreshments
9:00 am
Opening remarks
9:10 am
Attendee Spotlight
9:40 am
The Future of Financial Services in Australia: Who Thrives in the Fourth Industrial Revolution?
Where value and growth will emerge as financial services continues to evolve
Harnessing technology and innovation to drive productivity and real business impact
Meeting rising customer expectations through more seamless, personalised experiences
Positioning organisations to thrive amid shifting economic, competitive and regulatory landscapes
Maile Carnegie AM
Former Exec
ANZ, Google, P&G
Annmaree Bell
Head of Enterprise Governance & Resilience
Zurich
Craig Keary
Chief Executive Officer
Raiz Invest
Elliot Clarke
Executive Director & Head of International Economics
Westpac
Juliette Saly
News Director & Anchor
ausbiz
10:20 am
Morning Tea & Networking
Stream 1: Experience
10:50 am
Designing for Digital Humans: Balancing Personalisation, AI & Customer Retention
Beyond Personalisation: What it really means to design for “digital humans” - Creating experiences that feel intuitive, relevant and genuinely engaging
AI + Human-Centred Design: Using AI, data and behavioural insights to deliver smarter journeys that strengthen engagement and long-term retention
Balancing Innovation with Trust: Creating digital experiences that still feel transparent, authentic and human
Nicholas Nelson
Holistic Design Director
Macquarie
Andrea Boss
General Manager - Guidance & Advice
AMP
Karen Spear
Executive Manager - Customer Experience
IAG
Kat Jade Robinson
CEO
Miroma Project Factory
11:30 am
Human first, digital always - How We Build Trust by Getting Simpler on the Outside
Andrew Beeston
General Manager Customer Experience
Compare Club
Stream 2: Technology
10:50 am
Leading the Agentic Shift: Transforming Teams, Tech and Trust in Financial Services
Transforming Teams & Workflows: How agentic AI is reshaping roles, decision-making and the way work gets done across financial services
Building Trust in Autonomous Systems: Navigating governance, accountability and human oversight as AI takes on greater responsibility
Real examples of how organisations are implementing AI-driven systems, the challenges they’re facing and the lessons emerging along the way
Jeremy Hubbard
Chief Technology & Data Officer
Rest
Mark Comer
Head of Group Strategy & Transformation
AustralianSuper
Peter Hanna
Director Digital Strategy
Liberty Specialty Markets
Rahul Mahajan
Founder & CEO
GOSOL
Steph Watson
Director - Corporate Banking
HSBC
11:30 am
Trust at AI speed: From Automation to Assurance in Financial Services
Joely Scott-Thomas
Vice President Sales, Delphix & Puppet, Asia Pacific & Japan
Perforce Software
11:50 am
Lunch & Networking
12:30 pm
Interactive
Stream 1: Experience
1:00 pm
From Journeys to Ecosystems: Orchestrating Connected Customer Experiences in Financial Services
Rethinking financial products as connected, evolving experiences designed around real customer needs and life moments
Embedding into Customers’ Lives: How partnerships, platforms and new service models are helping organisations deliver more seamless, human-centred experiences
Balancing Speed, Regulation & Customer Care: Navigating rising consumer expectations while designing products with greater agility, trust and customer intent at the core
James Goodwin
Chief Growth Officer
Wisr
Mike Nixon
Head of Digital & CRM
TAL
Andrea Yuen
Acting co-Chief Executive Officer & Chief Financial Officer
Swyftx
Tristan Reis-Freeman
Chief Strategy Officer
Team Super
Karis Dorrigan
Head of Product
Freely
1:40 pm
Beyond Personalisation: Orchestrating Enterprise-Scale AI Journeys That Customers Actually Trust
Why personalisation is just the beginning
Scaling AI with trust, governance and compliance
Connecting journeys through enterprise-wide orchestration
How leading brands are driving loyalty and growth in practice
Jonathan Tanner
Senior Director
Pegasystems
Stream 2: Technology
1:00 pm
Resilience by Design: Engineering Trust into Complex Systems
Future-proofing IT operations to keep banking services running smoothly under pressure and disruption
Meeting rising regulatory expectations through robust controls, reporting, and compliance frameworks
Building confidence with customers and stakeholders by ensuring secure, transparent, and dependable technology operations
Bobby Thomas
Head - Operational and Technology Resilience APAC
Bupa
Simon Davies
General Manager - Core Banking
Commonwealth Bank Australia
Mayuri Gokani
General Manager Risk - Technology, Cyber & Operations
Insignia Financial
Devesh Maheshwari
Chief Technology Officer
Lendi
1:40 pm
Built for the Regulator, Ready for AI: Sovereign Technology Operations for Australian Financial Services
Ross Daniels
Chief Product Officer
Centorrino Technologies
2:00 pm
Afternoon Break & Networking
2:30 pm
The Future Belongs to the Curious: What Politics, Entrepreneurship and Building Four Pillars Taught Me About What Customers Really Want?
Matt Jones
Co-Founder
Four Pillars Gin
