This Summit will bring senior leaders together for strategic discussions on how financial institutions can stay relevant, trusted and competitive amid AI, open ecosystems, and growing regulatory and geopolitical complexity.
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 financial institutions can stay relevant, trusted and competitive amid AI, open ecosystems, and growing regulatory and geopolitical complexity.
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
General Manager, Group Transformation
Commonwealth Bank
Group Chief Economist
Chief Risk Officer
‘The Oracle of Wall Street’ Whistleblower for 2008 GFC
General Manager, Consumer & Growth
General Manager, Enterprise Technology
General Manager, Data & Personalisation
Chief Member & Marketing Officer
General Manager Marketing
Head of Information & Transformation Risk
Head of Digital Product, Customer Data Refresh & CRS/FATCA
Managing Director, Australia & ROW
Featured Topics for the Day
View Agenda
8:30 am
Registration & Refreshments
9:00 am
Welcome Remarks
9:10 am
Attendee Spotlight
Attendee Spotlight
Black Mirror Pitch: If We Can Build It... Should We?
9:40 am
Panel Discussion
Panel Discussion
Who Thrives When Every Financial Institution Becomes a Tech Company?
Reframing what a financial institution actually is in a world of platforms, ecosystems, and super apps competing for the customer relationship
What separates the institutions that thrive from those that fall behind
Building fit-for-purpose institutions where resilience, trust, and innovation are engineered in, not retrofitted
Erin Birch
General Manager, Group Transformation
Commonwealth Bank
Richard Yetsenga
Group Chief Economist
ANZ Bank
Michael Hendricks
Chief Risk Officer
Revolut
Jonathon Miller
Managing Director, Australia & ROW
Kraken
Angela Robinson
Country Managing Director
Publicis Sapient
10:20 am
Fireside Chat
The Customer Impact of Today’s AI Shifts - From Boardroom Intent to Operating Model Outcomes
Chris Neve
Senior Strategic Growth Manager
Roboyo
Kevin Roberts
Chief Operating Officer
Futurity Investment Group
Roopesh Rambhatla
Director of Application Engineering
Roboyo
10:50 am
Morning Tea & Networking
Stream 1: Experience
11:20 am
Panel Discussion
Panel Discussion
Designing for Digital Humans: Personalisation, AI and Customer Retention
The new rules of relevance when the “customer journey” becomes an algorithmic one
Personalisation that strengthens trust and detects the line between helpful and creepy in AI-led engagement
Winning loyalty when interactions are fewer but decisions are faster
Alexis Denby
General Manager, Consumer & Growth
TAL
Marnie Kerr
Chief Member & Marketing Officer
Defence Bank
Milda Vait
Product Development Director
ANZ
Brendan Donoghue
Head of Digital & Customer Experience
UniSuper
Sumit Chakrapani
Executive Director - FSI Country Leader
NCS
12:00 pm
Case Study
Fireside Chat
Orchestrating the Future Contact Centre: Technology, Talent, and Trust
David Russell
APAC General Manager, Enterprise Digital
Nexon
Dee Grieger
Head of Technology, Customer Care & Enterprise Engineering
Latitude Financial
Stream 2: Technology
11:20 am
Panel Discussion
Panel Discussion
Leading the Agentic Shift Across Financial Services
Scaling agentic AI safely in heavily regulated environments
Driving real ROI by optimising delivery, automating workflows, and knowing where AI creates value vs noise
Building the organisation around AI – talent, operating models, and governance to manage shadow AI, third-party models, and risk with confidence
Sateesh Kumar (Virtual)
Head of Digital Transformation Office
Societe Generale
Kamil Bober
General Manager, Enterprise Technology
Latitude Financial
Jessica Davies
Head of Analytics & Insights
Defence Bank
Thomas Holbeach
Head of Technology Solutions & Data
Mutual Trust
Cameron Tickell
APAC Partnerships
Backbase
12:00 pm
Case Study
Presentation
Trust at AI Speed: From Automation to Assurance in Financial Services
Joely Scott-Thomas
VP, Data & Platform Automation - Asia Pacific & Japan
Delphix
12:20 pm
Lunch & Networking
Stream 1: Experience
1:10 pm
Panel Discussion
Panel Discussion
From Journeys to Ecosystems: Orchestrating Connected Customer Experiences in Financial Services
Unifying customer data and insights to create a single view of the customer that powers real-time decisioning across every interaction
Orchestrating engagement across channels, journeys, and partners, ensuring the right message, offer or service is delivered at the right moment
Delivering contextual, compliant, and trusted communications at scale
Brendan Donoghue
Head of Digital & Customer Experience
UniSuper
Prithesh Prabhu
Head of Digital Product, Customer Data Refresh & CRS/FATCA
NAB
Negar Ghadiri-Zare
General Manager Marketing
Judo Bank
Ingrid Gotz
Digital, Compliance & Continuous Improvement General Manager
ahm Health Insurance
Joe Picot
Head of Investment Product Strategy
Vanguard
Steph Watson
Director, Corporate Banking
HSBC
1:50 pm
Attendee Spotlight
Interactive:
Kill the journey: what should no longer exist in financial services?
Stream 2: Technology
1:10 pm
Panel Discussion
Resilience by Design: Engineering Trust into Complex Systems
Edna Randiki
Head of Technology & Data Risk
Auto & General
Kevin Pritchard
Head of IT & Business Systems
Jana Investments
Vaughan Dixon
Chief Technology & Operations Officer
Heartland Bank
Stephen Reinehr
Head of Cyber Strategy, Governance and Compliance
Rest
Virginia Galaron Herrera
Senior Director, Technical Success
New Relic
Stacey Pennicott
Chief Operating Officder
RACT
1:50 pm
Case Study
Presentation
Accelerating Modernisation by Unlocking Legacy Data
Adam Certo
Data Architect
Experteq
Steven Bolland
Data Transformation Lead
Experteq
2:10 pm
Afternoon Tea & Networking
2:30 pm
Keynote
Keynote Fireside Chat
After the Boom: Who Wins, Who Breaks, and Who Rebuilds in the Next Financial Era
Meredith Whitney (Virtual)
The Oracle of Wall Street’, Whistleblower for 2008 GFC
Juliette Saly
News Director & Anchor
Ausbiz
