Financial Summit

13 Nov 2025

Bucharest, Romania

Financial Summit

Embedded, Intelligent, Resilient: The Next Tech Frontier for FSI

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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.

Attendee Impressions

Industry leaders and global influencers shared their experiences on overcoming challenges and seizing new opportunities. Their insights provided practical perspectives and valuable lessons that continue to inspire and guide our community.

Excellent event with interesting content and, above all, abundant opportunities for networking and peers. It is hugely valuable to understand both shared and distinct challenges across borders and sectors.

VIP attendee, CISO Xchange 2024

A well-organised event, featuring relevant content and a balanced mix of strategic and operational insights. My thanks to the organisers for the opportunity to engage and exchange ideas. I return to the office with new ideas, valuable insights, and the confirmation that collaboration among professionals is key to tackling the challenges of an increasingly complex digital world.

CIO & CISO, Security Summit Italy 2024

The event was a remarkable convergence of industry leaders and innovators. The sessions were highly informative, and the networking opportunities were invaluable. Attending was a transformative experience, offering deep insights and fostering strategic connections that will shape our future initiatives.

IT Director, CIO Xchange 2024

The Summit highlighted the importance of human skills such as storytelling, change management, persuasion, critical thinking, continuous learning, persistence and tech enthusiasm. All of these as a key to achieving a digitally savvy business. Moreover, I had the opportunity to network with industry leaders, exchange insights, and forge valuable relationships, enhancing their digital journey with actionable learning from the event. Great organisation and workshop sessions.

Head of IT, CIO Summit Poland 2024

Advisory Board and IDC Analyst

Dana Niculescu

Dana Niculescu

Head of Data Migration

DB Global Technology

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Constantin Mareş

Constantin Mareş

Chief Digital Officer, OTP Bank România

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Laura Uceanu

Laura Uceanu

Chief Information Officer, NN Asigurări de Viață

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Robert Anghel

Robert Anghel

Chief Business Officer, Salt Bank

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Gabriel Herbei

Gabriel Herbei

CTO, First Bank România

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Kerem Toksoz

Kerem Toksoz

CIO & COO

Garanti BBVA Romania

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Cosmin Paloiu

Cosmin Paloiu

IT Business Partner

Provident Romania

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Răzvan Ghețea

Răzvan Ghețea

Chief Information and Operations Officer, Groupama Asigurări

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Tom Zink

Tom Zink

Associate Research Director, Financial Insights

IDC Central Europe

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The Forum Experience

Partners

Venue

Biavati Events

Serghei Vasilievici Rahmaninov 2B Street, Bucharest, 014192

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.

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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.

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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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