Beyond the Pilot Trap: Building Production-Ready AI for Financial Services

Executive Dinner

January 21, 2026 - New York City, NY

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Visionaries

Peyman Parsi

MongoDB

About Me

Peyman began his career in financial services software engineering, working at SS&C, where he focused on building wealth portfolio management software for the banking industry. In 2001, Peyman joined the Toronto Stock Exchange (TSX), leading the development of capital markets solutions. Over 18 years at TSX, Peyman delivered several large-scale transformations and held the position of Chief Technology Delivery Officer. In 2020, he embarked on a new journey in the FinTech landscape and served as CTO at Blanc Labs, with primary focus on banking and digital lending solutions. Subsequently, as a CTO advisor, he helped VirgoCX, a leading cryptocurrency exchange, in scaling its technology and architecture for global expansion. Peyman is a member of the advisory board of CIO Association of Canada. Peyman joined MongoDB in 2024 and leads financial services industry solutions practice globally.

Manik Patil

Head of Cloud Enablement

Wells Fargo

Srini Masanam

Global Head of Data Quality and Governance

Citi

Katie Kirts

Global Director, Technology

New York Life Investments

Ashlyn Lackey

Innovation Director, Emerging Technology

Prudential

Diane Chan

Director, Global Treasury and CIO Engineering

BNY

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Agenda

January 21, 2026

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All times Eastern Time

5:30 PM - 9:00 PM

Beyond the Pilot Trap: Building Regulator-Ready AI for Financial Services

AI adoption in financial services is accelerating, but many initiatives still fail to deliver measurable impact. Pilots stall, outputs lack trustworthiness, and regulatory hurdles complicate scaling. In a sector where compliance, accuracy, and speed-to-market are paramount, the stakes are uniquely high. This session will explore why so many AI projects struggle to move past proof-of-concept—and how leading financial institutions are breaking through. By unifying operational, vector, and unstructured data into secure, compliant pipelines and grounding AI models in fresh, auditable information, organizations are reducing risks such as hallucinations and bias in critical areas like fraud detection, lending, and payments. Paired with proven strategies for embedding AI into mission-critical workflows, institutions are learning to scale responsibly, meet regulatory expectations, and deliver personalized, regulator-ready applications that drive real business outcomes.

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Attended the C-Vision International CISO Dinner last night and to sum it up in one word, "Wow!" Incredibly well moderated discussion and investigation into different viewpoints. I appreciate the openness of all the attendees to share their unique experiences and perspectives. I learned a lot, had a ton of fun, and look forward to further events like this!

Tory Knapp

Director of Strategic Accounts, IL Enterprise

Recently updated my "event vendors I will NEVER work with again" list, DM me if you're interested in the names and stories. On the other hand, I want to recommend Nelson Soares and C-Vision International who are true partners to our success, and I really enjoy working with. Happy to also share the great list of vendors we liked, as there are many of them, and we've recently had the pleasure of joining wonderful events, which we immediately renewed.

Lior Yaari

CEO and Co-founder

The day was awesome and the evening exceeded my wildest expectations. I've never been to a dinner like that where a table with 12 CIOs/CISOs was focused exclusively on Netskope. Just fantastic.
Thank you for including me!
I look forward to the next time we have the opportunity to meet

Martin tePoele

Regional Sales Manager

I had the pleasure of joining the C-Vision International, Nordics CISO Council Roundtable with a wonderful group of cyber executives. We had a wonderful, insightful conversation and the whole experience was enjoyable. I made great new contacts and reconnected with existing contacts on really important topics that matter to CISO’s and all in cybersecurity. I’d highly recommend joining in any C-Vision event.

Connie McIntosh

Head of Security Assurance & Head of Solution Security

Intimate, immersive experiences provided by a group of individuals always available to support our needs. Fantastic organization and very high-level executives. The promise was delivered!

Maarten Ectors

Chief Innovation Officer

C-vision's events combine relevant topics with a suitable audience. I found great value at my last attendance, and would definitely consider upcoming events.

Bjørn R. Watne

SVP & CISO

A group very focused in bringing diversity to the discussion table

Larry Whiteside Jr.

CISO

I love the engaging format of the councils. Very high level discussions and never a sales pitch. The C-Vision staff members are amazing.

Jeffrey Vinson

SVP CISO

A very warm welcome and interesting speakers. I was very pleased to be among such a dynamic group.

Allison Miller

CISO

The process was very well organized by C-Vision. Perfect organization, honest and authentic speakers of high level.

Paige Adams

Group CISO