This year’s edition of the IDC Financial Summit highlights how GenAI is an integral part of decision-making, compliance, and customer engagement across enterprises.
Overview
Artificial intelligence continues to evolve as a transformative force in the financial services industry, now becoming an embedded capability rather than an experimental edge.
In 2025, the financial sector will scale AI-powered solutions and integrate them with strategic foresight, customer trust, and ethical frameworks. Technologies such as Generative AI, synthetic data, real-time risk modelling, and AI-powered decision-making engines are helping financial institutions drive operational efficiency, elevate customer experience, and enhance regulatory resilience.
As AI becomes more pervasive, the focus in 2025 shifts toward responsible innovation, trust, and real-world impact. Our conference brings together technology leaders and innovators to discuss how to humanise AI at scale, ensuring transparency, fairness, and accountability while driving measurable business value.
Advisory Board and IDC Analyst
Kerem Toksoz
CIO & COO
Garanti BBVA Romania
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Dana Niculescu
Head of Data Migration
DB Global Technology
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Vikram Tikoo
CTO (subject to NBR approval)
Salt Bank
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Gabriel Herbei
CTO
MOOV Leasing
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Tudor Urseiu
Head of Data & A.I.
Intesa Sanpaolo Bank Romania
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Adrian Moise
Head of Data
Salt Bank
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Cosmin Paloiu
IT Business Partner for Romania & Czech Republic
Provident
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Mehmet Senvar
Head of Information Technology
Nexent Bank N.V. Amsterdam Bucharest Branch
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Tom Zink
Senior Research Director
IDC Financial Insights
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Mihail Andrieș
CISO
BRD – Groupe Société Générale
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Kerem Toksoz
Event Sessions
Thursday, November 13 2025 10:45 am | Location:
Revolutionizing Digital Banking: The Bank’s Journey
Digital banking is no longer an option but a necessity. This session shares the bank’s transformation journey—how it redefined customer experience, streamlined processes, and built a digital-first culture to stay ahead in a fast-changing financial landscape.
Dana Niculescu
Vikram Tikoo
Event Sessions
Thursday, November 13 2025 3:30 pm | Location:
Panel Discussion – Beyond Defense: Building Digital Trust and Resilience in Financial Services
As financial services accelerate digital transformation, the stakes for trust and resilience have never been higher. From safeguarding customer data to ensuring uninterrupted digital experiences, both CIOs and CISOs play pivotal roles in shaping secure and resilient organizations. This panel will explore how IT and security leaders can move beyond reactive defense to co-create strategies that balance innovation, compliance, and protection.
Gabriel Herbei
Event Sessions
Thursday, November 13 2025 4:20 pm | Location:
Beyond the Hype: AI’s Adoption Barriers Through a Cross-Industry Lens
Tudor Urseiu
Event Sessions
Thursday, November 13 2025 2:15 pm | Location:
Fireside Chat – Data as a Strategic Asset: From Garbage to Gold
In banking, AI is only as smart as the data that fuels it. This fireside chat brings together two industry leaders to explore how Romanian banks are shifting from legacy data challenges to building AI-ready data platforms. From governance and compliance to predictive analytics, we’ll uncover how raw information is being transformed into trusted, high-impact insights — turning “garbage in, garbage out” into gold in, intelligence out.
Adrian Moise
Event Sessions
Thursday, November 13 2025 1:25 pm | Location:
IDC Connect Roundtables
Join a discussion topic that best meets your needs. Facilitated by our partner subject matter experts, take a deep dive into ideas, common questions, and proven solutions in an interactive, peer-sharing environment.
Connect 1: “The Future of Work in Financial Services: Skills and Partnerships for a Transformed Industry”, moderated by Iulian Minea, End-user Sales Lead, HP Inc.
Connect 2: “Innovation vs Regulation in FSI”, moderated by Adrian Moise, Salt Bank, Head of Data, Salt Bank
Connect 3: “Trust as the Foundation: Security for Growing Businesses”, moderated by Salvador García Jiménez, Partner Technical Lead, NetApp
Connect 4: “Crypto, digital Euro and Stablecoins”, moderated by Tom Zink, Associate Research Director, Financial Insights, IDC Central Europe
Cosmin Paloiu
Event Sessions
Thursday, November 13 2025 11:15 am | Location:
Fireside Chat – AI-First Leadership: Skills for the Next Generation of Teams
As AI reshapes workflows, leaders must evolve too. This panel brings together IT and HR voices to explore the skills leaders need to guide mixed human–AI teams, balance technology with empathy, and keep organizations agile in a rapidly changing environment.
Mehmet Senvar
Event Sessions
Thursday, November 13 2025 3:30 pm | Location:
Panel Discussion – Beyond Defense: Building Digital Trust and Resilience in Financial Services
As financial services accelerate digital transformation, the stakes for trust and resilience have never been higher. From safeguarding customer data to ensuring uninterrupted digital experiences, both CIOs and CISOs play pivotal roles in shaping secure and resilient organizations. This panel will explore how IT and security leaders can move beyond reactive defense to co-create strategies that balance innovation, compliance, and protection.
Tom Zink
Thomas Zink is Associate Research Director for IDC Financial Insights and covers the digital transformation of the European banking industry with a particular focus on payments, wealth management and retail banking omnichannel strategies. Thomas’ core research coverage includes recent research reports on a variety of topics such as proximity and remote payments, xCommerce, immediate payments, digital channels, blockchain, cybersecurity, business process outsourcing and wealth front- and middle office systems.
Thomas has been Research Manager at IDC Financial Insights for Asia Pacific since 2013, where he covered the payments industry end-to-end from retail to global transaction banking. He has been a keen observer of Asia’s banking industry as researcher and journalist since 2008 and is well connected to leading practitioners from banks, payment providers and the vendor community in the region.
Previously, he served as Associate Editor and Content Manager at Timetric, where he was the editor of the regional trade publication Banking & Payments Asia. In this role, he was also Timetric’s Asia correspondent for the publications Cards International, Electronic Payments International, Retail Banker International, and Private Banker International. During this time, he also managed and executed various custom research projects on the wealth management industry in Europe and Asia.
Before that Thomas worked at The Asian Banker as a Senior Research Analyst, where he was responsible for the firm’s retail banking research and published a series of reports, whitepapers, and custom research projects on payments, transaction banking, and risk management.
Thomas holds a Master of Arts in political sciences from the Ludwig Maximilian’s Universität in Munich. He was a keynoter, speaker and moderator at various industry events including the The Asian Banker Summit, Retail Banking Innovations, Private Banking Asia, and the Cybersecurity Summit of the Philippine Central Bank as well as IDC’s own events including the IDC Insurance Congress, IDC Asian Financial Congress and the IDC CIO Summit series. Moreover, he has led various roundtables, briefings and webinars for and with IDC’s clients.
Team: IDC Financial Insights
Event Sessions
Thursday, November 13 2025 3:30 pm | Location:
Panel Discussion – Beyond Defense: Building Digital Trust and Resilience in Financial Services
As financial services accelerate digital transformation, the stakes for trust and resilience have never been higher. From safeguarding customer data to ensuring uninterrupted digital experiences, both CIOs and CISOs play pivotal roles in shaping secure and resilient organizations. This panel will explore how IT and security leaders can move beyond reactive defense to co-create strategies that balance innovation, compliance, and protection.
Thursday, November 13 2025 1:25 pm | Location:
IDC Connect Roundtables
Join a discussion topic that best meets your needs. Facilitated by our partner subject matter experts, take a deep dive into ideas, common questions, and proven solutions in an interactive, peer-sharing environment.
Connect 1: “The Future of Work in Financial Services: Skills and Partnerships for a Transformed Industry”, moderated by Iulian Minea, End-user Sales Lead, HP Inc.
Connect 2: “Innovation vs Regulation in FSI”, moderated by Adrian Moise, Salt Bank, Head of Data, Salt Bank
Connect 3: “Trust as the Foundation: Security for Growing Businesses”, moderated by Salvador García Jiménez, Partner Technical Lead, NetApp
Connect 4: “Crypto, digital Euro and Stablecoins”, moderated by Tom Zink, Associate Research Director, Financial Insights, IDC Central Europe
Thursday, November 13 2025 10:05 am | Location:
Changing Gears in AI Adoption – The Rise of Agents
The financial services industry is witnessing a profound transformation as AI adoption moves beyond traditional applications toward the deployment of autonomous AI agents. These intelligent agents are redefining the limits of the possible across operations, risk, cyber, but strong concerns with regard to security, reliability, privacy remain. Through industry-specific examples and case studies, we will highlight how AI agents are empowering financial organizations to enhance operational efficiency, improve regulatory compliance, and deliver personalized client experiences at scale.
Mihail Andrieș
Event Sessions
Thursday, November 13 2025 2:45 pm | Location:
Implementing DORA in Financial Services: Practical Lessons
DORA is reshaping how financial institutions approach operational resilience, risk, and compliance. This session shares a structured and pragmatic view on implementation, with concrete lessons learned from real-life projects. Participants will gain insights into what works, where the challenges lie, and how to turn regulatory requirements into sustainable practice.
Partners
HP Romania
HP Inc. (NYSE: HPQ) is a global technology leader and creator of solutions that enable people to bring their ideas to life and connect to the things that matter most. Operating in more than 170 countries, HP delivers a wide range of innovative and sustainable devices, services and subscriptions for personal computing, printing, 3D printing, hybrid work, gaming, and more for individual consumers, small and medium-sized businesses, and large enterprises, including customers in government, healthcare, and education.
HP Inc. has a unique capability to cover all the modern workplace solutions, equipment, supporting a significant improvement in productivity and collaboration within the organization with following business segments:
Personal systems segment offers devices for business and personal use (PCs), workstations, business mobility devices, point-of-sale (POS) systems, displays, conferencing and other related accessories, solutions, software and services.
Printing segment offering commercial and personal printers, supplies, solutions, services, document workflows as well as scanners.
ALEF&NetApp
Since 1994, ALEF has been a trusted IT solutions provider, combining expertise in infrastructure, cybersecurity, Cloud, and Data Center. We deliver more than just technology — our approach includes analysis, solution design, implementation, training, and professional services to create lasting value. For financial institutions, our tailored NetApp solutions enable secure, efficient, and compliant data management. With ALEF, banks and insurance companies gain not only the right technology but also the knowledge and support to grow with confidence.
STEFANINI
Stefanini, a global tech leader with 37+ years of experience, drives digital transformation worldwide. Prioritizing customer needs, innovation, and empowerment, Stefanini is a trusted partner for businesses of all sizes. Specializing in app development, cloud computing, cybersecurity, data analytics, and AI, Stefanini spans industries like banking, healthcare, and retail. Offering end-to-end IT outsourcing, it optimizes operations and enhances efficiency. Stefanini empowers customers for sustainable growth in tech.
HPE | Intel
Hewlett Packard Enterprise (NYSE: HPE) is the global edge-to-cloud company that helps organizations accelerate outcomes by unlocking value from all of their data, everywhere. Built on decades of reimagining the future and innovating to advance the way people live and work, HPE delivers unique, open and intelligent technology solutions delivered as a service – spanning Compute, Storage, Software, Intelligent Edge, High Performance Computing and Mission Critical Solutions – with a consistent experience across all clouds and edges, designed to help customers develop new business models, engage in new ways, and increase operational performance. For more information, visit: www.hpe.com.
Privacy Link: Privacy | HPE EUROPE
Knowledge Hub
The Buyer Behavior Shift: Capitalizing on AI’s Potential
Over the last five years, B2B tech buyers’ preference for digital engagement across their journey has risen substantially. GenAI is a driving force behind this shift in buyer behavior – and marketers must capitalize on it before it’s too late.
The CIO Imperative: Six Priorities for the AI-Fueled Organization
Technology is no longer just an enabler – it transforms how organizations function, compete, and deliver value. Specifically, AI is now fundamentally changing business processes, operations, and experiences, something that presents CIOs with both challenges and opportunities. As a result, the role of the CIO and IT must evolve beyond an enabling function.
Intelligent XO With Agentic AI
Agentic AI creates greater potential to drive intelligent experience orchestration and deliver unified, whole journey customer outcomes.
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