CWO Dinner • US • AI/ML

Orchestrating the future: How to maximize AI capability for financial services

Discover how AI assistants and agents can safely propel financial institutions ahead with increased efficiency and innovation, while networking with industry leaders at this exclusive dinner in NYC
2 places remaining
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Union Square Café, New York
When

Wednesday, March 19
6:30 – 9:30PM ET

Where

Union Square Café,
New York

Who

Senior leaders at BFSI organizations

Hosted by
Logo_IBM

Business insights

You’re invited to an exclusive evening of fine dining, exclusive insights, and guided wine tasting at the award-winning Union Square Café, courtesy of Chief Wine Officer & IBM. Throughout the evening, you’ll also enjoy a fine wine tasting experience from renowned educator and wine expert, May Matta-Aliah. This gathering is designed for financial services leaders to explore key challenges across business domains, including HR, procurement, finance, and sales and how to turn the $4.4 trillion dollar opportunity of AI into valuable results.

Alongside your peers, you’ll meet IBM’s Vice President of watsonx, Madison Gooch, to discuss how to integrate generative AI into your workflows and orchestrate the future of financial services. You’ll discover how IBM’s own AI implementation has skyrocketed productivity; including a $3.5 billion opportunity in productivity gains and a 40% reduction in specific operating budgets, with 60-80% of manual, rote tasks now digitized and automated. This underscores the potential for AI to revolutionize business operations and drive substantial value. You’ll also learn about the business benefits of working with smaller, task specific open AI models for enterprise AI scaling, and how focused models can deliver substantial results without the need for massive, proprietary systems.

Key discussion points

  • The impact of AI on productivity and efficiency
  • IBM’s own AI transformation and value creation story
  • The value and delivery of an agentic AI strategy
  • Accessing open, trusted models to build AI use cases, and using them to scale Gen AI across departments

This exclusive networking experience is open to just 12 senior executives from financial institutions in New York. Feel free to invite a relevant senior colleague by contacting the Event Director—but places are filling quick, so book yours now.

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What to expect

Business insights

Engage around topical subject matters contextualised by short, sharp thought leadership speeches. You’ll gain relevant business insights and real-world examples of how to put these into practice.

Industry networking

You’ll meet subject matter experts, industry leaders, and some of the best minds in your field. This is a chance to make valuable connections with your peers around your sector’s most pressing topics.

Wine and dine

Enjoy an expert-led wine tasting and fine dining experience at five-star restaurants and hotels around the world. You’ll also take part in some light competition to crown a new Chief Wine Officer. Soft drink options are also available for those who prefer an alcohol-free experience.

Guest pledge

Come prepared to contribute to discussions, think about anything specific you might like to learn, and please let us know if you won’t be able to make it on the night. We’ll take care of the rest, including introducing you to the event sponsor. So you can just enjoy the experience and tasting.

Who's attending

Confirmed attendees:
Citi, Chubb, and Bank of America to name a few.

RSVP now to avoid disappointment!

Speakers and hosts

Your venue

5x James Beard Awards winner
9x first place on Zagat Survey’s Most Popular Restaurant list
Architecture and interior by Rockwell Design Group

Founded in 1985, Union Square Café is the flagship restaurant that launched Danny Meyer’s Union Square Hospitality Group and has been one of the USA’s most beloved dining institutions for over 30 years. Led by executive chef, Lena Ciardullo, Union Square Café showcases the best local ingredients in a casual and contemporary dining room characterized by warmth and hospitality.

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union square cafe venue 3
Union Square Café

RSVP now: 2 places left

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Hosted by

Problem registering through the form? Have a question?
Contact the Event Director below.

Hamdallat Abdulsalam, Campaign Manager
Event Director

Hamdallat Abdulsalam
+44 20 3687 0434 • EmailLinkedIn

What to expect from

CWO Dinner?

Exclusive insights. New connections. Premium wines.This is the CWO experience.

Held at some of the finest restaurants and hotels around the world, CWO Dinner events offer an unforgettable networking experience. Hear from expert speakers while making new connections over fine dining and curated wine tasting.

After an insightful discussion, one guest will be declared the evening’s ‘Chief Wine Officer’. Will you be the best taster in the room?

Find out what our previous guests say about our events.

From business insights to peer networking and the famous CWO competition, find out more here.

Got specific questions? Browse the frequently asked questions and find all the answers.

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