De-Risking Modernization: The BFSI Transformation Control Tower
As AI investment accelerates across banking and insurance, a critical reality is emerging: AI is only as powerful as the systems and data that support it.
Mainframes still process most financial transactions and house decades of customer and operational data, making them the foundation of any meaningful AI strategy. Yet these systems were not designed for the speed, connectivity, and agility that modern AI demands. Modernization has become a strategic business priority, but one that carries significant operational, regulatory, and reputational risk.
This exclusive in-person roundtable in New York City will bring together senior leaders from banking and insurance to explore what it actually takes to make AI work at scale, and why the mainframe sits at the center of that conversation.
Discussions will span lessons learned and practical strategies of hybrid mainframe-cloud architectures, AI-assisted modernization, and how to eliminate technical debt and unlock decades of core data for advanced analytics and agentic workflows.
Join Amdocs and a select group of your peers for a candid conversation about how financial services leaders are turning their core infrastructure into a competitive advantage by de-risking modernization, securing board-level confidence, and building the foundation for AI transformation that is not just ambitious, but sustainable.
About Amdocs
Amdocs Studios partners with leading banks and insurers to help them modernize mission-critical platforms with confidence, while protecting customer experience, regulatory integrity, and operational resilience. We specialize in solving one of the most complex challenges facing BFSI leaders today: advancing mainframe modernization initiatives without introducing unacceptable risk, disruption, or uncertainty, and while preparing legacy environments for AI-driven innovation. Our work brings together modernization, Quality Engineering, automation, and Agentic AI to help organizations move forward safely and at enterprise scale. Amdocs Studios helps clients: De-risk modernization programs through deterministic automation and advanced Quality Engineering Ensure functional equivalence and parity across critical business processes as systems are modernized Maintain zero-disruption customer experience, even during staggered or selective refactoring initiatives Accelerate validation, regression, and dependency assurance to increase release confidence and reduce failure rates Position modernization as a strategic enabler for AI outcomes by safely unlocking legacy data for analytics, copilots, and future agentic workflows. Rather than focusing on tools or technology in isolation, Amdocs Studios emphasizes practical, proven modernization frameworks grounded in real BFSI delivery experience. We work closely with executive stakeholders to align modernization, risk management, and AI readiness, helping organizations secure funding, executive confidence, and sustained transformation momentum. At this executive roundtable, Amdocs Studios will contribute real-world perspectives and hands-on frameworks drawn from active modernization engagements across banking and insurance, enabling candid, peer-driven discussion on how leading institutions are navigating modernization risk today and building a resilient foundation for what comes next.
Speakers
Chad Jones
Paul Holland
Event Agenda
6:30pm - 7:00pm
Arrivals, welcome drinks, and networking
7:00pm - 7:30pm
Event welcome and introductions
7:30pm - 9:15pm
Table discussion and three-course dinner
9:15pm - 9:30pm
Event Wrap Up
Why Attend
Experience shared learning
Meet industry leading like-minded executives tackling similar initiatives.
Benchmark with your industry peers
Discover and network to gain expertise and experience on how to best act and succeed.
Accelerate your projects
Accelerate in-depth face time with the world's leading tech companies pushing the boundaries to solve your challenges.
An engaged experience
An expert host facilitates conversations, with live polling, Q&As, and gamification to ensure focused conversation.
Discover next-level ideas
Ensure project success with access to industry experts and cutting edge thought leadership.
De-risk new projects
Gain a range of insights from peers and technical experts who are current with emerging business trends.