Oracle Financial Services Summit Agenda

Oracle Cloud Connect for Financial Services

This networking event in New York City, held the evening before Oracle Financial Services Summit will include a moderated customer panel with executives, followed by an unforgettable networking experience with an exclusive food and beverage menu crafted specifically for our group by a Michelin-level chef, Chef Nathaniel Lettieri.

Location: Club 75, 32nd floor of 75 Rockefeller Center
*This networking dinner requires separate registration here

Registration and Breakfast

Welcome

• Adam Scott, Global Vice President, Financial Services, Oracle

Ringing of the New York Stock Exchange Opening Bell

Shifting Banking Economics: Growth with AI-Native, ERP-Embedded Finance

Banks are retooling growth by meeting customers where business happens—the ERP. This session shows how AI‑native, ERP‑embedded finance—spanning working capital and supply chain finance—cuts time‑to‑value from months to days, opens new distribution channels, and delivers measurable ROI. We’ll share architectures for embedding bank services into enterprise workflows, orchestrating real‑time risk and pricing with governed data, and scaling with composable components, controls, and compliance.

• Steve Miranda, Executive Vice President of Development, Oracle

From Intelligence to Impact, Proven: Progressive Modernization in Action for Real-World ROI

Join customers, as they share how to operationalize progressive modernization and architect for impact to accelerate the journey toward the intelligent bank of the future. Moderated by Adam Scott, GVP for Financial Services, Oracle, this session will uncover how to deliver real world ROI by scaling agentic AI with SaaS and cloud—and what it takes to become an AI ready bank, from core to edge.

• Adam Scott, Global Vice President, Financial Services, Oracle

Engineering the Intelligent Banking New OS: AI-Native, Composable, Interoperable

Banking 4.0 is here, with AI at the center. This session unpacks Oracle’s blueprint for an AI‑native, intelligent financial services stack built on integrated tiers—Experience, Action, Intelligence, Data, Foundation, and Control. Learn how to cut architectural complexity, scale agentic AI responsibly, and deliver real‑time, personalized experiences. Walk away with reference patterns, modernization paths, and operating guardrails to drive measurable outcomes: faster time to value, lower cost to serve, and future‑ready capabilities.

• Sovan Shatpathy, Senior Vice President, Product Management & Development, Financial Services, Oracle

Redefining What’s Next for Financial Services in the AI-Native, Embedded-at-the-Edge, Tokenized Era

Financial services is entering an AI‑native, embedded, tokenized era that is reshaping how value is created and delivered. This session unites leaders in banking, treasury, operations, and technology to discuss how to turn AI from promise into P&L; the operating‑model shifts as agentic AI goes mainstream; AI–blockchain convergence; and how an AI‑driven “architecture of trust” can improve profitability amid geopolitical and market volatility. We’ll also explore embedded finance plays to capture growth and defend primacy in a platform economy.

• Chris Doroszczyk, SVP, Financial Services Strategy & Relationship Management, Oracle