An opening welcome by Personetics CMO, setting the tone for the day with key housekeeping notes and an introduction to the speakers and partners shaping the conversation ahead for the day.
23 September 2026
Personetics Executive Forum, Sydney
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23 September 2026
PERSONETICS EXECUTIVE FORUM, SYDNEY
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- Hours
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EVENT / what to expect
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Executive forum with senior leaders from leading banks
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Strategic perspectives from Microsoft executives and regional experts
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Explore real-world success stories from peer banks and industry leaders
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Engage in interactive open discussions
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Build high-value relationships through professional networking
- Join an exclusive, invite-only forum for senior banking leaders
- Hear Personetics’ vision and global strategy directly from our leadership
- Gain strategic insights from Microsoft executives, regional experts, and peer banks
- Exchange ideas, explore real-world success stories, and build valuable relationships
EVENT AGENDA
09:15 - 09:30
Personetics Industry Outlook
Personetics CEO Udi Ziv explores the accelerating impact of AI on banking and offers his perspective on how financial institutions can adapt, differentiate, and lead through this next era of transformation.
09:30 - 10:00
APAC banking survey findings and industry insights 2026
Personetics CMO Alison Albeck Lindland presents key findings from the latest Banker Survey, comparing AI priorities, attitudes, and investment across APAC, EMEA, and North America — and translating the data into actionable insights for banking leaders.
10:00 - 10:30
Built on Microsoft. Built for the Banker.
Ido Bornstein-HaCohen covers the Microsoft parttnership and what it means in practice. He also expands on the next wave of banking AI will come from assembling the data and systems banks already have, and shares how Banking Console bridges the gap between the relationship manager and the retail customer, inside the CRM they already use.
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10:30 - 11:00
Microsoft: From Pilots to Production
Stuart Ward from Microsoft Australia answers the three questions on every banking executive's agenda: where AI shows up on the income statement, which metrics prove real value, and why so few institutions get past proof of concept. He lays out the recommended sequence for starting and scaling AI in banks, and what it takes for AI to graduate from the innovation budget into the business itself.
11:00 - 11:30
Client Spotlight
Charles Street from Bankwest joins us for a candid discussion of his team's focus on creating simple, genuinely useful everyday banking experiences that drive value for their customers, how they partner with Personetics to turn transaction data into insights customers act on, and what they learned taking Subscriptions Manager from an idea to launch.
11:30 - 12:30
Facilitated Executive Discussion
An engaging peer discussion on turning AI ambition into action, using personalisation to create more meaningful customer experiences, addressing key operational challenges, and preparing for the priorities that will shape the future of banking.
12:30 - 12:45
Closing and Wrap Up
Key takeaways, final reflections, thank you, and next steps
TESTIMONIALS / Customer Views
"Thank you for including me in the conversation – it was a great to join a space with valuable messages shared, and really well organised."
SANTANDER
"I loved to have the fireside chat and I'm happy to have brought added value to the session. Thanks for having me."
KBC Bank
FAQ's
This event is free of cost for all attendees, co-hosted with Microsoft.
Best for heads of AI, digital transformation, customer experience, data, and innovation at Australian banks and financial institutions.
Attending this event gives you a strategic opportunity to build direct relationships with key decision-makers across Personetics, Microsoft, banking sector customers and learn how Personetics helps banks deliver results that drives and empowers an AI powered customer experience.
EVENT SPEAKERS
APPLE STORE SOHO
103 PRINCE ST NEW YORK,
NY 10012, UNITED STATES
+1 212-226-3126
hello@imevent.com
103 PRINCE ST NEW YORK,
NY 10012, UNITED STATES
+1 212-226-3126
hello@imevent.com