About

84% of financial services orgs say AI makes them more competitive. Only 20% say it's actually delivered measurable value. Adoption isn't the hard part anymore. Turning it into results is.

Join experts from TCS, Coastal, ListEngage, Salesforce, and top insurance and financial institutions for an executive breakfast on what it actually takes to move from "we use AI" to "AI works for us." We'll pull from Coastal's 2026 AI Operations Report (research across 800 organizations) to unpack why so many companies stall out, and what the ones who don't are doing differently.

We'll dig into:

• The leadership and governance shifts that turn AI adoption into AI leadership
• What good AI architecture actually looks like — data, models, apps, agents, all of it
• Why data and integration readiness make or break scale
• How teams, roles, and partner ecosystems are shifting for the agentic enterprise
• Real lessons from companies already running AI in production, not just in pilots

Adopting AI isn't the differentiator anymore. Orchestrating humans and agents together, at scale, is. Come hear from people solving this in the real world, and leave with a framework for building a digital workforce that scales securely at your institution.

*A Dreamforce pass is not required for this session.

About

84% of financial services orgs say AI makes them more competitive. Only 20% say it's delivered measurable value. Adoption isn't the hard part anymore — results are.

Join experts from TCS, Coastal, ListEngage, Salesforce, and leading insurance and financial institutions for an executive breakfast on what it really takes to move from "we use AI" to "AI works for us." Drawing on Coastal's 2026 AI Operations Report (800 organizations surveyed), we'll unpack why most companies stall out — and what the ones who don't are doing differently.

We'll cover:

84% of financial services firms see a competitive advantage from AI, but only 20% report measurable business value. The challenge is no longer adoption, it’s scaling outcomes. Drawing on insights from Coastal's 2026 AI Operations Report (800 organizations), we'll explore what differentiates AI leaders and how they are converting AI investments into sustainable business value and competitive advantage.

Discussion Topics: 

• The leadership, governance, and operating model shifts required to move from AI adoption to AI leadership 
• Architecting for the AI age: from infrastructure and data to models, applications, and intelligent agent ecosystems
• Why data readiness, integration, and operational maturity are critical to scaling AI successfully
• How AI-native workforce models, forward-deployed engineers, and partner ecosystems are accelerating Human + AI collaboration at scale
• Lessons from organizations delivering measurable business outcomes with AI in production
  

Leave with practical insights and a framework for building a secure, scalable digital workforce and competitive advantage in the age of the Agentic Enterprise. 

*This event is invite-only. A Dreamforce pass is not required to attend.

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