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:

The life sciences industry has mastered launching AI pilots. What it hasn't mastered is expanding them compliantly across the enterprise.

Moving past the pilot stage requires a new operational foundation: reliable data, governance built for autonomous AI, and clear AI ownership. In Pharma and MedTech, where HIPAA and the FDA's Part 11 apply, that foundation is what makes compliant AI possible at scale.

You'll hear how leaders across the industry are thinking about the biggest challenges, such as:

• Data Readiness & Silos: 73% say that when AI stalls, data access, quality, or preparation are to blame. But rather than waiting for perfect data before rolling out AI, industry leaders are fixing silos in Data 360 during the Agentforce rollout.
• Governance at Scale: 59% of organizations have AI taking autonomous action inside workflows, yet 57% have no formal governance policy. Running autonomous AI without well-defined guidelines creates direct regulatory risk.
• Measurable Business Value: Only 21% of leaders strongly agree AI has delivered measurable business value, with 38% measuring success primarily by time savings. High-performing teams break through by anchoring every initiative to business outcomes, not technology metrics.

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

Stat source: Coastal's 2026 AI Operations Report, conducted with Oxford Economics.

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