Michael Tran

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.

Global financial services firms operate where regulation, capital and trust collide. For private equity and their investors, unlocking tax value depends on understanding relationships across entities, partners, deals and jurisdictions — yet the data is often trapped in spreadsheets. In this session, we explore how a PE-backed global firm is rebuilding its tax data foundation on Snowflake, turning fragmented records into a connected, insight-driven platform that unlocks transparency, allows risk analysis to drive decisions and cuts review hours in half.