Bobby Grubert

Financial intelligence beats general intelligence. Trading books reprice in milliseconds, fraud patterns shift with every payment rail, and supervisors in your backyard are already asking how your models work, not if you use them. Generic AI can summarize the noise; it cannot safely move capital or satisfy regulators. Financial intelligence — built on unified, governed, and secure data — can. At the Financial Services Forum, leaders from retail and community banks, asset managers, insurers and advisory firms will share how they are unifying data, deploying domain‑trained models and running agentic AI with firm governance controls. The result: AI decisions that are fast, explainable, audit‑ready and built on the unified intelligence only your data can provide.

Growth in capital markets thrives on innovation, agility and real-time insights. This session highlights how leading firms use Databricks’ Data Intelligence Platform to uncover opportunities, optimize trading strategies and deliver personalized client experiences. Learn how advanced analytics and AI help organizations expand their reach, improve decision-making and unlock new revenue streams. Industry leaders share how unified data platforms break down silos, deepen insights and drive success in a fast-changing market. Key takeaways: - Predictive analytics and machine learning strategies for growth - Real-world examples of optimized trading and enhanced client engagement - Tools to innovate while ensuring operational efficiency Discover how data intelligence empowers capital markets firms to thrive in today’s competitive landscape!