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Financial institutions are entering a new phase of digital transformation, where the challenge is no longer ambition, but turning digital and AI investment into measurable business results.

Across retail, commercial banking, wealth, and private banking, institutions are under growing pressure to expand customer relationships while simultaneously improving efficiency and reducing cost-to-serve. Yet fragmented architectures, legacy platforms, manual processes, and complex technology ecosystems continue to create a gap between strategic ambition and execution.

The focus is shifting from isolated digital initiatives and AI pilots toward a more unified approach—connecting customer and employee experiences, data, back-office operations, and AI capabilities through an architecture designed for scale. The ability to orchestrate these capabilities will be critical to accelerating delivery, breaking down operational silos, and turning innovation into measurable impact.

Join this exclusive, invitation-only Digital Think Tank to discuss how financial institutions can move from fragmented execution to unified orchestration, compete with digital challengers, and turn technology from a cost center into a direct driver of growth, efficiency, and P&L performance.

Discussion

Topics

Are we funding isolated digital channels, or an architecture that connects customer, employee, and new AI capabilities around a single source of truth?

What would need to change for growing the customer relationship and lowering the cost to serve it to stop competing with each other?

Why do AI initiatives stall in isolated pilots instead of becoming productive, measurable, and scalable workflow?

What structural capability do we need to move from operational silos to unified orchestration across channels, back office, and AI agents?

What is the structural, not incremental, change that turns technology from a cost center into a direct driver of the P&L?

SUBJECT MATTER EXPERT

Isaac De Abreu Da Silva

Speaker 1

Director de Strategy & Value Consulting en Backbase at Backbase

Backbase

Isaac ha pasado los últimos 15 años sentado en comités directivos de bancos en toda Latinoamérica, ayudando a decidir no solo si vale la pena invertir en un proyecto de transformación digital, sino hacia dónde debería apostar el banco. Hoy lidera Strategy & Value Consulting para Backbase en la región; antes lideró estrategia digital en NTT DATA y EY. Con la IA generativa ahora sobre la mesa, su trabajo une las dos preguntas que todo consejo directivo se hace: ¿es esta la apuesta correcta? Y, si lo es, ¿cómo se justifica con números reales?

ABOUT

Backbase

Backbase is on a mission to put bankers back in the driver’s seat — fully equipped to lead the AI revolution and unlock remarkable growth and efficiency. At the heart of this mission is the world’s first AI-powered Banking Platform, unifying all servicing and sales journeys into an integrated suite. With Backbase, banks modernize their operations across every line of business — from Retail and SME to Commercial, Private Banking, and Wealth Management. Recognized as a category leader by Forrester, Gartner, Celent, and IDC, Backbase powers the digital and AI transformations of over 150 financial institutions worldwide. Founded in 2003 in Amsterdam, Backbase is a global private fintech company with regional headquarters in Atlanta and Singapore, and offices across London, Sydney, Toronto, Dubai, Kraków, Cardiff, Hyderabad, and Mexico City.