AI in Financial Services — From Systems to Value & Experience

A Reality Check on Business Impact, Risk and Governance in Regulated Environments

Artificial Intelligence is rapidly reshaping the financial services industry — yet the reality behind the hype is far more complex.

While organisations accelerate investments in AI, questions around real business value, scalability, risk, governance, and customer impact remain unresolved.

This executive roundtable brings together senior leaders from financial services and adjacent industries to take a pragmatic, experience-driven look at where AI truly stands today — and what it means for the next phase of transformation.

The focus is not on theory, but on reality: what is working, what is not, and what leaders need to prioritise next.

What to expect?

This executive roundtable is designed as a peer-level exchange, centred on a grounded and practical view of AI in Financial Services.

Key focus areas include:

• Current state of AI adoption across financial institutions
• Tangible business value vs experimental initiatives
• Risk, governance and regulatory considerations
• The impact of AI on operating models and decision-making
• The evolving role of customer experience and perceived value in AI-driven environments

The session aims to cut through the hype and provide actionable perspectives for senior decision-makers.

Agenda

12:00 – 12:05 | Welcome & Introduction

12:05 – 12:10 | Expert Perspective

12:10 – 12:35 | Executive Roundtable Discussion

Moderated discussion across four key dimensions:

1. Reality Check
Where do financial institutions truly stand today in their AI journey?
2. Business Value
Where is AI delivering measurable impact — and where does it remain experimental?
3. Customer & Value Perception
How is AI reshaping customer expectations, trust, and perceived value?
4. Risk & Governance
What risks are emerging — and how should organisations respond?

12:35 – 12:40 | Audience Q&A

12:40 – 12:45 | Key Takeaways & Closing

12:45 – 14:00 | Networking Lunch

Roundtable

• Johan Bjärneman (Managing Director at the Swedish-Swiss Chamber of Commerce) – Cross-border perspective on AI adoption
• John Sas (Founder & Managing Partner at Nexell) – Data & AI Transformation Expert
• Erwin Fang (Security Architect at Salesforce) – Financial Services Industry & Governance Perspective
• Stan van Boxtel (Senior Digital Marketing & E-CRM Director at UBS, formerly Luxury Industry) – Customer Experience & Value Perspective 
• Patricia Karapiperis (Head of Private Banking Nordics at VP Bank AG) – Moderator & AI Experience Perspective

This event is organized in close collaboration with the Swedish Swiss Chamber of Commerce