AI, Compliance & Cyber Resilience for Financial Services in 2026
⚡If you work in operations, marketing, sales, compliance, or IT within financial services or fintech, or you’re a founder driving innovation in the space, this session is for you!
The financial services sector is about to enter a defining year.
A year where AI use and innovation, regulatory scrutiny, and cyber resilience will converge to shape how firms in the space grow and maintain trust.
AI is transforming how financial services firms engage clients, manage data, and scale operations, but every advantage comes with risk. Shadow AI tools, fragmented data, and unclear ownership can quietly erode compliance and security foundations, creating exposure where trust matters most.
Join a select group of 20 Financial Services and Fintech Professionals for breakfast and an engaging morning discussion on how to transform AI complexity into clarity whilst ensuring innovation remains compliant, secure, and commercially impactful.
This event is proudly co-hosted by Inbound FinTech and HubSpot, bringing together expertise in financial services, technology, and digital transformation.
📝Agenda:
08:00 – 08:45 | Breakfast & Networking
Arrive, grab a coffee, and connect with peers from across financial services and fintech.
08:45 – 08:55 | Welcome & Opening Remarks
Marie Hanes, Co-CEO, Inbound FinTech
How AI is showing up across financial services operations and why this conversation matters now.
09:00 – 10:30 | The Conversation: AI, Compliance & Cyber Resilience for Financial Services in 2026
Rob Tregaskes, Founder, Patching (ex-Head of Technology, Tenzing)
Jack Moreton, Senior Solutions Engineer & FinServ Expert, HubSpot (ex-ParentPay)
Marie Hanes, Co-CEO, Inbound FinTech
An interactive, participant-led conversation shaped around real questions and use cases submitted by attendees.
💬Topics include:
Shadow AI - how it’s reshaping operations, marketing, sales, and client service, and what real visibility looks like.
Secure platforms - selecting connected systems that protect company and customer data while accelerating growth.
Lessons from the field - where vulnerabilities occur, how AI amplifies risk, and what pragmatic defence looks like.
Strategic alignment - connecting revenue operations, compliance and cyber resilience under one strategy.
Attendees will be invited to share their own perspectives and experiences during the discussion, making this session a collaborative exchange of insights rather than a panel talk.
10:30 – 11:00 | Closing & Next Steps
Final reflections, coffee, and informal conversations with fellow professionals.
🎯 Why Attend
Gain strategic insight into how leading Financial Services firms are aligning their tech stacks, compliance, and revenue operations to enable secure, AI-enabled growth.
Get real-world insights and stories you won’t find in webinars or whitepapers.
Leave with practical ideas, work materials - and meaningful peer connections - that give you an edge going into 2026.
...and enjoy an amazing breakfast with wonderful views of the city! ☕🥐🏙️