Oracle Financial Services Summit Agenda

Agenda

Registration and networking lunch

Financial institutions are being pulled in two directions: modernise faster to stay competitive while strengthening resilience and control as regulation, cyber risk and third-party dependency increase.

Is the greater risk moving too quickly or leaving critical systems, processes and data fragmented for too long?

We'll explore the forces competing for board attention, from operational resilience and financial crime to margin pressure, AI adoption and changing customer expectations.

  • Senior Vice President & Country Leader, UK&I, Oracle

Every institution needs to modernise faster. AI is part of that shift, but modernisation does not automatically remove complexity – poorly designed change can amplify it.

How do you introduce AI while improving resilience? How do you make better use of data without losing control of it? And how do you simplify the technology estate rather than adding yet another layer?

This keynote will explore what a genuinely modern financial institution looks like: resilient enough to withstand disruption, efficient enough to reduce structural cost and intelligent enough to compete.

The focus will be practical modernisation across infrastructure, data, applications and industry processes, with AI and automation deployed where they create measurable value.

Financial institutions are becoming more connected and more dependent on cloud, data platforms, automated decision-making and strategic technology providers at exactly the moment regulators are increasing expectations around operational resilience and third-party risk. So, what does 'control' actually mean now?

Does greater cloud adoption strengthen resilience – or create new concentration risk? Can institutions move faster while retaining regulatory confidence? Are traditional financial crime controls becoming too costly to operate? And as automated decision-making expands, who remains accountable when the machine gets it wrong?

This session will include a candid discussion about the trade-offs that increasingly sit at the heart of transformation.

  • VP Financial Services Industry, EMEA, Oracle

  • EVP, Industry Applications, Oracle

Refreshments and networking

Many financial institutions now have AI pilots. Far fewer have transformed the economics of a process.

This session will move the conversation from 'What could AI do?' to 'Where can AI actually change the numbers?' It will examine high-value processes that still consume disproportionate amounts of specialist time through manual work, hand-offs, exceptions and repeated investigation. Examples include onboarding, lending and credit decision support, financial-crime investigation, claims, underwriting, servicing and finance operations.

The hard question is not whether AI can automate the task. It's whether the institution has the data, controls, human oversight and process design to put it into production safely – and at scale.

  • SVP Financial Services Industry, EMEA, Oracle

Customers do not experience products, channels or organisational structures. They experience journeys. Yet some of the most important banking and insurance journeys still cross multiple products, systems and teams, with duplicated information, manual intervention and unnecessary friction built in.

The central question is: how do we redesign high-value journeys so that a better customer experience also produces better economics?

This session will explore what happens when journeys are redesigned around the customer rather than the underlying organisation. The prize is bigger than a better customer experience: less friction can mean lower cost to serve, faster decisions, better product agility and stronger profitability.

  • SVP, Product Management & Development, Oracle

Turn the day's debate into institution-specific conversations.

What needs to change? What is holding it back? And where can technology reduce risk and complexity rather than add to it?

Connect with peers, Oracle specialists and partners around the issues most relevant to your organisation – from resilience and data control to AI, financial crime, customer transformation and cost.

Event close

Kevin Kimber headshot

Senior Vice President & Country Leader, UK&I, Oracle

Kevin Kimber is SVP for Oracle UK and Ireland, leading one of Oracle’s most strategically important markets. He is responsible for driving growth, customer success, organisational performance and execution across the UK and Ireland, helping organisations leverage Oracle’s technology portfolio to modernise, innovate and compete more effectively in a rapidly evolving market.

With more than 25 years of experience in SaaS and enterprise technology leadership, Kevin has a strong track record of scaling high-growth international businesses through transformation and expansion. Prior to Oracle, he held senior leadership roles at ServiceNow and Zuora, supporting both companies through their successful IPOs and periods of global hypergrowth. He later served as CEO of Rimilia, leading the business through rapid growth and its successful acquisition by BlackLine in 2020.

Kevin is passionate about helping customers turn technology into a competitive advantage. He works closely with business and technology leaders to drive innovation, accelerate transformation and deliver measurable outcomes through cloud, AI, data and automation. He is focused on building high-performing teams and developing long-term customer partnerships that create sustainable growth, trusted collaboration, and lasting business value.

David McWilliams headshot

Economist

As one of the few economists ever to speak on the official TED stage, David’s 2023 TED Talk, The Power of Unconventional Thinking, has surpassed 1.2 million views worldwide - highlighting his ability to captivate and inspire through fresh perspectives.

His show, The David McWilliams Podcast, has reached over 35 million downloads, making it one of the world’s most successful economics podcasts.

He’s also the founder of the world’s only economics and stand-up comedy festival, Kilkenomics-described by the Financial Times as “simply, the best economics conference in the world.”

Kevin Brown headshot

Chairman, Bank Aston

Kevin is Chair of Bank Aston, Guernsey’s first locally licensed bank in nearly 30 years, established to serve offshore trustees, investment funds and family offices.

With more than 35 years’ experience in banking and financial services, he also holds independent regulatory roles with the UK Financial Conduct Authority (FCA) and the Payment Systems Regulator (PSR). In addition, Kevin is Chair of One Group Solutions (London) Ltd, a non-executive director of a digital identity company, and has a number of angel investment interests.

Previously, Kevin served as Senior Independent Director and a member of the Risk Committee on the Bank of England’s RTGS/CHAPS Board. He has also served as Chair of Audit, Risk & Governance for a UK telecommunications regulator, Global Advisor to KPMG on payments matters working across Europe, Australia, the USA and Canada, and Chairman of a Luxembourg-based fund management company.

Peter Horton headshot

Chief Executive Officer, Gibraltar International Bank

Peter began his career with Barclays in the UK in 1984 undertaking a variety of roles including specialisations in Risk, Project Management, and Corporate Relationship Management. In 1999 he moved to Botswana with Barclays Africa as Risk Director, to subsequently establish and run the Barclays pan-African Corporate Turnaround function based in Kenya. Leaving Barclays in 2004, Peter subsequently assumed the role of Director of Corporate Banking with First Caribbean International Bank with responsibility for Bahamas and Turks and Caicos.

Peter has undertaken CEO roles both internationally and in the UK, initially with the Bank of Maldives followed by Bermuda Commercial Bank, returning to the UK to lead Diamond Bank (UK) and then Al Rayan Bank PLC. He has gained considerable leadership experience delivering organisational and strategic change.

Peter holds a First-Class Honours Degree in Financial Services from UMIST and is an Associate of the Institute of Financial Services (formerly the Chartered Institute of Bankers).

Sovan Shatpathy headshot

Senior Vice President, Product Management and Development, Financial Services, Oracle

Sovan Shatpathy serves as the head of product management and development for Oracle Financial Services. In this capacity, he provides strategic oversight for Oracle’s global product portfolio, driving innovation and growth across various sectors, including retail and corporate banking, capital markets, enterprise payments and risk, financial crime management, insurance and revenue management and billing.

Previously, Sovan was the CTO at Navy Federal Credit Union (NFCU), where he led the Enterprise Technology Services division. There, he delivered transformative solutions that redefined member experiences through an integrated omnichannel approach. Under his leadership, NFCU advanced its real-time money movement and money management capabilities, empowering members with greater financial control and flexibility. He also spearheaded digital engagement strategies and executed a comprehensive workforce digitisation initiative to enhance employee productivity and collaboration.

Before his time at NFCU, Sovan served as CTO at Amtrak. Earlier in his career, he spent more than a decade at Cisco in senior leadership roles spanning Cisco Services and IT. He has also held senior leadership positions at Fortune 500 organisations such as Fujitsu and Cognizant.

Sovan holds a bachelor's degree in electrical and electronics engineering from Manipal Institute of Technology in India and an MBA from Symbiosis International University, also in India.

Barry Hurley headshot

Vice President Sales UK&I Financial Services, Oracle

Barry Hurley is a sales leader with over 30 years’ experience in the technology and IT services sector. Currently serving as an Oracle Applications Vice President, Barry is responsible for leading Oracle’s UK Financial Services business and serves as the country leader for Ireland. In his role, he drives strategic initiatives, helping organisations realise their growth ambitions.

Before joining Oracle, Barry spent six years at Amazon Web Services (AWS), where he led the Enterprise business. His key areas of responsibility included driving growth, spearheading AI adoption, and leading client acquisition strategies for large-scale enterprise customers.

Sarah Henry headshot

Vice President, Financial Services Industry, EMEA Oracle

VP Financial Services Industry, EMEA at Oracle. With more than 25 years’ experience in technology and financial services, Sarah has broad expertise across strategy development and execution, business transformation, investment case creation, solutions implementation, business architecture, solution design and development and even a spell as a COO.

Sarah has been at Oracle for 13 years and before that worked for RBS, now NatWest. She has a depth of experience in Oracle Fusion Cloud Applications, industry solutions and previously PeopleSoft and has worked with many organisations supporting the delivery of business transformation programmes enabled by technology solutions.

Paul Gorman headshot

CEO, Bank Aston

Paul Gorman is the CEO and co-founder of Bank Aston, a newly-licensed bank that is building on Oracle Banking Cloud Solution.

Paul worked in large banks for over 20 years before transitioning into fintech and neo-banking. He worked in front office investment banking at Barclays Capital across capital markets and derivatives for 13 years. He then crossed to Corporate and institutional banking in Santander UK where, for 7 years, he built and ran FX and international cash management solutions. Paul was a Royal Naval Engineering Officer for 6 years before transitioning into the banking sector.

Paul Gorman headshot

Senior Vice President, Financial Services Industry, EMEA, Oracle

Mark Dunleavy is Financial Services Industry, EMEA, at Oracle. Mark has a wealth of senior management experience in the technology industry: prior to joining Oracle, Mark was responsible for starting and developing AWS’s Ireland/Northern Ireland business; before his time at AWS, Mark held a number of senior leadership positions in Protegrity (VP EMEA), SAP (UKI FSI Director) and Informatica (UKI MD).

Paul Gorman headshot

Executive Vice President, Industry Applications, Oracle

Simon de Montfort Walker, EVP of Industry Applications at Oracle, provides executive leadership for global support, development, product management, marketing and innovation initiatives for Oracle’s multi-billion-dollar vertical business. He is responsible for strategy execution, operational performance, and the delivery of AI—driven and cloud-enabled solutions for consumer-focused industries such as financial services, hospitality, retail and utilities. Simon is the director of Oracle Financial Services Software Limited for the banking sector.

Simon joined Oracle as SVP in 2019, managing Oracle’s restaurant point of sale business. Simon has also built Oracle’s embedded finance offering. Prior, he served as CTO and president of eGate Solutions at gategroup. A seasoned financial services technology executive with deep experience across banking, wealth and asset management and insurance, he led insurance platform development at Bluecod, delivered wealth and asset management solutions at Octavian and built core banking data capabilities with Unicorn solutions. Simon holds a bachelor’s degree in economics from Kings College and a master’s degree with honors from The University of Texas at Austin.

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