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
Founder, Forbes 30u30, co-host of the world’s biggest stock market podcast 'Girls That Invest'
Former Exec - ANZ, Google, P&G
Chief Risk Officer
Managing Director & Group CEO
Head of Australian Economics
General Manager - Core Banking
Chief Technology & Data Officer
Holistic Design Director
Featured Topics for the Day
View Agenda
8:30 am
Registration & Refreshments
9:00 am
Welcome Remarks
9:10 am
Attendee Spotlight
Attendee Spotlight
9:40 am
Panel Discussion
Panel Discussion
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
Annmaree Bell
Chief Risk Officer
Zurich
Brendan Malone
Managing Director & Group CEO
Raiz Invest
Adam Boyton
Head of Australian Economics
ANZ
10:20 am
Case Study
Case Study
The Customer Impact of Today's Most Important Tech Shifts
10:50 am
Morning Tea & Networking
Stream 1: Experience
11:20 am
Panel Discussion
Panel Discussion
Designing for Digital Humans: 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
12:00 pm
Case Study
Human First, Digital Always: Designing Financial Experiences Customers Actually Trust
Stream 2: Technology
11:20 am
Panel Discussion
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
12:00 pm
Case Study
Modernising for Momentum: Building the Digital Foundations for Future Financial Services
12:20 pm
Lunch & Networking
1:10 pm
Interactive Workshops
Stream 1: Experience
2:00 pm
Panel Discussion
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
2:40 pm
Case Study
Reimagining Customer Journeys Across Digital Financial Services
Stream 2: Technology
2:00 pm
Panel Discussion
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
2:40 pm
Case Study
AI, Data & Core Transformation: Powering the Next Era of Financial Services
3:00 pm
Afternoon Break & Networking
3:20 pm
Keynote Presentation
Keynote
Winning the Next Generation: How Trust, Community & Digital Influence Are Reshaping Wealth Decisions
Simran Kaur is a Stock Market Columnist, Keynote Speaker, and Founder and co-host of the world’s biggest stock market podcast, Girls That Invest — ranked the #1 business podcast in the United States, Canada, and New Zealand, and #2 in the United Kingdom.
Through her investing education platforms Girls That Invest and Friends That Invest, Simran has helped tens of thousands of women and minorities navigate the world of investing, building a global community of more than 600,000 members. Named to Forbes 30 Under 30 Asia, she brings a powerful perspective on how trust, community, and digital influence are reshaping wealth decisions for the next generation.
Simran Kaur
Founder
Friends That Invest
