Beyond the Pilot Trap: Building Production-Ready AI for Financial Services
Executive Dinner
Visionaries
Peyman Parsi
Global Field CTO, Financial Services Industry
MongoDB
About Me
Peyman began his career in financial services software engineering, working at
SS&C, where he focused on building wealth portfolio management software for
the banking industry. In 2001, Peyman joined the Toronto Stock Exchange (TSX),
leading the development of capital markets solutions. Over 18 years at TSX,
Peyman delivered several large-scale transformations and held the position of
Chief Technology Delivery Officer. In 2020, he embarked on a new journey in the
FinTech landscape and served as CTO at Blanc Labs, with primary focus on
banking and digital lending solutions. Subsequently, as a CTO advisor, he helped
VirgoCX, a leading cryptocurrency exchange, in scaling its technology and
architecture for global expansion. Peyman is a member of the advisory board of
CIO Association of Canada. Peyman joined MongoDB in 2024 and leads financial
services industry solutions practice globally.
Manik Patil
Head of Cloud Enablement
Wells Fargo
Srini Masanam
Global Head of Data Quality and Governance
Citi
Katie Kirts
Global Director, Technology
New York Life Investments
Ashlyn Lackey
Innovation Director, Emerging Technology
Prudential
Diane Chan
Director, Global Treasury and CIO Engineering
BNY
Manik Patil
Head of Cloud Enablement
Wells Fargo
Srini Masanam
Global Head of Data Quality and Governance
Citi
Katie Kirts
Global Director, Technology
New York Life Investments
Ashlyn Lackey
Innovation Director, Emerging Technology
Prudential
Diane Chan
Director, Global Treasury and CIO Engineering
BNY
EVENT DETAILS
January 21, 2026
Agenda
5:30 PM-9:00 PM
Beyond the Pilot Trap: Building Regulator-Ready AI for Financial Services
AI adoption in financial services is accelerating, but many initiatives still fail to deliver measurable impact. Pilots stall, outputs lack trustworthiness, and regulatory hurdles complicate scaling. In a sector where compliance, accuracy, and speed-to-market are paramount, the stakes are uniquely high.
This session will explore why so many AI projects struggle to move past proof-of-concept—and how leading financial institutions are breaking through. By unifying operational, vector, and unstructured data into secure, compliant pipelines and grounding AI models in fresh, auditable information, organizations are reducing risks such as hallucinations and bias in critical areas like fraud detection, lending, and payments. Paired with proven strategies for embedding AI into mission-critical workflows, institutions are learning to scale responsibly, meet regulatory expectations, and deliver personalized, regulator-ready applications that drive real business outcomes.
Together With
