Ready and Set to Scale

AI Operational Leaders Exchange: BFSI

February 22 - 23, 2027

New York City, NY

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Sponsorship Opportunities

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Shared Services & Outsourcing Week Conference

Your executive vip experience

What Makes This Invite-Only Summit So Valuable?

Step away from the day-to-day. Compare playbooks. Leave with a sharper strategy.

3 Days of Executive Insight, Innovation & Impact

Candid AI Conversations with Operational Leadership in BFSI

AI Operational Leaders Exchange: BFSI is an executive-only forum built for the leaders responsible for turning AI ambition into enterprise reality. Over 3 days, 50 senior executives from across banking, financial services and insurance will come together to tackle the practical challenges of operationalizing AI at scale, moving beyond pilot programs to deliver measurable business value while strengthening governance, security and organizational readiness.

This is not a conference focused on futuristic concepts or headline-grabbing use cases. It is a highly curated environment where peers openly discuss what is actually working, what is failing and how they are overcoming the barriers to enterprise adoption. Through candid executive level discussions, collaborative working sessions and 1:1 meetings with carefully selected solution partners, you will validate your AI strategy, exchange lessons learned with leaders facing the same challenges and leave with practical approaches for scaling AI responsibly, accelerating ROI and building a sustainable competitive advantage.

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the full Exchange experience

Signature Moments for YOU

Scale Beyond AI Pilot Programs

Speak face-to-face with leadership from financial institutions that are overcoming governance, security, and operational barriers to bring AI to all corners of the business.

Develop Practical Strategies for Proving AI ROI

Learn what measurement frameworks and business cases are resonating with boards, CFOs, and executive stakeholders to drive adoption and AI champions. Request for Event Guide.

Meet Cutting-Edge Solution Providers

Our invitation-only providers know exactly where BSFI struggles to operationalize. Meet with them 1:1 to help clarify your AI strategy, solve complex operational challenges, and accelerate enterprise deployment with technologies purpose-built for financial services.

Stay Ahead of Evolving Regulations

See firsthand how your peers are building compliant, resilient, and explainable AI operating models that satisfy increasing regulatory scrutiny. Be the first to see what’s on the agenda.

Eligibility Criteria for Attendance

How Do I Qualify?

You manage the direct application and operationalization of Artificial Intelligence in your BFSI organization
Your company has annual revenue is $750 million or above
You control or directly influence where the budget is spent, or control/directly influence corporate strategy at regional, divisional, or group level
You have a personal annual budget of $1 million or above.

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Insights from your peers

Hear from Past Attendees

I strongly believe Selects continues to foster the right dialogue around the next breakthroughs for GBS practitioners like myself. As leaders of global companies, we are constantly asked to challenge the status quo and drive business transformation. SSON sets the stage for strong collaboration, with a good balance of potential business partners and peers, and you learn a great deal from other practitioners.

Forward Air Corporation

Vice President, Global Shared Services

What stands out most is the variety. Unlike other events focused on one product or topic, this brings together different perspectives and solutions across GBS. I also value the smaller setting, which creates a more personal, discussion-driven environment. When senior leaders share ideas in that kind of setting, it’s incredibly valuable.

CEMEX

GBS Service Transformation Lead

This feels different from other events. The Challenge Rounds and Business Cases make it especially valuable. The opportunity to sit down with peers leading organizations like mine and work through real challenges always leaves me with something I can take away.

MasterCard

Vice President, Global Business Solutions

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