Engineering trusted intelligence across data foundations, modern platforms, and AI-first business processes.

As regional banks, credit unions, and wealth institutions accelerate AI adoption, the priority is no longer experimentation – it is responsible scale. In regulated financial environments, AI must balance innovation with data privacy, fairness, governance, and measurable business impact. Institutions that succeed will be those that transform compliance from a constraint into a catalyst for growth.

This executive forum brings together senior leaders to explore how trusted intelligence is engineered across data foundations, modern platforms, and AI-first business processes. The discussion will focus on practical frameworks for deploying AI across developers, employees, internal operations, and customer-facing experiences, while ensuring fairness in lending, model transparency, and regulatory alignment.

Join peers and industry experts for a pragmatic dialogue on connecting governance, engineering discipline, and AI strategy to real business outcomes – from operational efficiency and risk mitigation to revenue growth and improved customer trust.

Key Discussion Themes:

• Fairness, Privacy & Trust: The New Competitive Edge – In lending, underwriting, and advisory services, AI must be explainable, bias-aware, and regulator-ready. Institutions that embed fairness and privacy into their AI architecture will earn trust – and market share.
• From Compliance Obligation to Growth Engine – Governance should not slow AI down – it should enable scale. How leading regional institutions are turning data discipline and model controls into a foundation for faster innovation and smarter decisioning.
• AI That Delivers Real Impact Across the Bank – Where AI is creating measurable value today — improving developer productivity, strengthening risk and compliance operations, supporting employees, and enhancing customer experience.
• Engineering Responsible AI into Core Banking Processes – How banks can embed AI safely into lending, servicing, risk, and collections — ensuring strong governance, explainability, and human oversight while scaling AI in regulated environments.
• Scaling Beyond Pilots Without Losing Control – What it takes to move from isolated use cases to enterprise-scale AI adoption – with governance, accountability, and measurable KPIs intact.

Agenda:

Speakers:

Peter Cherecwich

Chief Operating Officer, Northern Trust

Mandar Purohit

Head of Client Data Modernization & Data Marketplace, Thrivent

Gautam Samanta

Chief Commercial Officer, Altimetrik

Gopal Bhat

Senior Client Partner, Regional Financial Services, Altimetrik

Gurvinder Singh Sahni

CMO, Altimetrik

Kapil Tewari

Head of Sales, Altimetrik