Financial Services Summit India
Building Resilient Finance in the Age of Intelligence
In an era of accelerating disruption and hyper-competition, financial services institutions in India face a powerful imperative: not just to transform but to thrive. Financial Services Summit India 2026 brings together the country’s most senior technology and business leaders from banks, insurers, capital-markets firms and payments organizations to explore how digital, data and AI-driven strategies can deliver resilient growth, operational excellence and customer-centric innovation.
According to IDC’s latest research for the Asia-Pacific banking sector, software investments are expected to grow at a CAGR of 21.1% by 2027, highlighting the importance of big data, analytics and AI-powered solutions for financial institutions. IDC further projects that digital transformation spending by Asia-Pacific banks will rise from around $30.4 billion today to $48.6 billion by 2027, reflecting the urgency of the agenda.
Join industry peers at Financial Services Summit India to explore practical strategies for scaling AI, enabling real-time financial ecosystems, and building resilient, future-ready institutions in India.
The event will spotlight critical themes such as:
- AI and machine learning truly delivering outcomes (not just pilots)
- Reinventing the core infrastructure for agility, scalability and resilience
- Orchestrating data, analytics and cloud to unlock personalized customer experiences
- Strengthening trust, security and operational resilience amid regulatory and geopolitical flux
- Enabling embedded finance, open ecosystems and payments transformation
Expert Perspectives
IDC analysts and industry experts will share guidance on how to architect adaptive technology foundations, reduce technical debt, and operationalize AI responsibly while aligning IT with strategic business goals. Through keynote presentations, panels, and peer-led discussions, the Summit equips CIOs with the research, frameworks, and leadership tools to build resilient, secure, and innovation-ready enterprises for 2026 and beyond.
IDC Keynote: Accelerating India’s Transition to a Global Financial Services Superpower. Technology Strategies Gearing India for the Future
India is rapidly positioning itself as a global financial services powerhouse, driven by digital public infrastructure, regulatory innovation, and ecosystem-led growth. This keynote will explore how financial institutions can leverage AI, data, and platform-based architectures to scale innovation, strengthen resilience, and compete on a global stage.
The session will also highlight the strategic technology priorities required to sustain this momentum, balancing growth with trust, compliance, and long-term operational stability.
Dr. Christopher Lee Marshall | IDC
Vice President, Data, Analytics, AI, Sustainability, and Industry Research
Dr. Christopher Lee Marshall
Dr. Chris Marshall is Associate Vice President for IDC Asia Pacific, responsible for the Analytics, Big Data and Artificial Intelligence practice. Dr. Marshall’s core research coverage includes the development of Data Analytics and Machine Learning competencies and their implications – the threats and opportunities facing organizations as they seek to augment and automate their knowledge-based work.
Previously, Chris was a senior executive in IBM Watson Financial Services where he led their AI-enabled risk and analytics practice in Asia. Before joining IBM, he held senior business development and management roles in big data and analytics at KPMG, Oracle and UBS.
- MA in Theoretical Physics from Cambridge University.
- MBA from University of Chicago
- Doctor of Business Administration from Harvard Business School
- Professor of Computer Science at National University of Singapore.
- Co-Founder and Director of NUS Program for Research in Intelligent Systems
- Co-Founder and Director of NUS Risk Management Institute
- Author of widely used textbook on Operational Analytics
- Frequent speaker, presenter and moderator at industry conferences
Event Sessions
One Day Event 5:40 pm
IDC Keynote: Accelerating India’s Transition to a Global Financial Services Superpower. Technology Strategies Gearing India for the Future
India is rapidly positioning itself as a global financial services powerhouse, driven by digital public infrastructure, regulatory innovation, and ecosystem-led growth. This keynote will explore how financial institutions can leverage AI, data, and platform-based architectures to scale innovation, strengthen resilience, and compete on a global stage.
The session will also highlight the strategic technology priorities required to sustain this momentum, balancing growth with trust, compliance, and long-term operational stability.
One Day Event 5:05 pm
IDC Welcome Address
Speakers
Dr. Christopher Lee Marshall
Vice President, Data, Analytics, AI, Sustainability, and Industry Research
IDC
Read bio
Dr. Christopher Lee Marshall
Dr. Chris Marshall is Associate Vice President for IDC Asia Pacific, responsible for the Analytics, Big Data and Artificial Intelligence practice. Dr. Marshall’s core research coverage includes the development of Data Analytics and Machine Learning competencies and their implications – the threats and opportunities facing organizations as they seek to augment and automate their knowledge-based work.
Previously, Chris was a senior executive in IBM Watson Financial Services where he led their AI-enabled risk and analytics practice in Asia. Before joining IBM, he held senior business development and management roles in big data and analytics at KPMG, Oracle and UBS.
- MA in Theoretical Physics from Cambridge University.
- MBA from University of Chicago
- Doctor of Business Administration from Harvard Business School
- Professor of Computer Science at National University of Singapore.
- Co-Founder and Director of NUS Program for Research in Intelligent Systems
- Co-Founder and Director of NUS Risk Management Institute
- Author of widely used textbook on Operational Analytics
- Frequent speaker, presenter and moderator at industry conferences
Our Partners
Exotel
Exotel is a leading provider of AI-driven customer engagement solutions, enabling enterprises to deliver secure, intelligent, and personalized customer interactions across voice, messaging, and AI-powered agents. The platform facilitates 25+ billion conversations annually and is trusted by 7,000+ enterprises globally across industries, including BFSI, logistics, ecommerce, healthcare, and mobility. With a growing footprint across the Middle East, including the UAE, alongside a strong presence in India, Southeast Asia, and Africa, Exotel supports large and midmarket enterprises with cloud-native, compliant, and scalable customer engagement platforms. Its AI copilots and automation capabilities help organizations enhance CX, improve agent productivity, and optimize operational costs. Strengthened through the Ameyo merger and Cogno AI acquisition, Exotel brings together CPaaS, CCaaS, and conversational AI into one integrated platform — enabling enterprises to modernize customer engagement, manage high-volume interactions, and scale AI-led experiences with confidence.
Venue
The St. Regis Mumbai
462, Senapati Bapat Marg, Lower Parel, Mumbai, Maharashtra 400013, India