The Reinventing Financial Services vision

Dedicated to connecting industry leaders through intimate, peer-to-peer events and digital content. We share our boldest ideas digitally, providing tools and tactics to help solve this industry’s biggest challenges. With leading media partners, we co-host an annual event in New York and hold focused roadshow events in major U.S. cities throughout the year.

Event Creators

About the Reinventing Financial Services Event Series

Our flagship event Reinventing Financial Services was held on May 21, 2019 in New York City. Additionally, we hold roadshows throughout the year, hosting c-suite executives from across the country.

Digital transformation is picking up pace in financial services – whether in the partnerships with insurtechs and fintechs for best-in-class customer experience, moving to an open banking infrastructure, or implementing new hiring and training philosophies.

Reinventing Financial Services looks at how leaders of top banks and insurance companies innovate at scale. In a mix of interactive formats – keynotes, panels, breakouts, 1-on-1s, and dinners – we’ll tackle big ideas for future-looking technologies and their implications. We’ll also cover tactics for building platforms that reinvent experience, empower employees and create technical agility.

Watch Event Sessions

1% Finished with David Brear

Discover real digital capabilities that help deliver a truly valuable customer experience.

The C-Suite Imperative

Innovation leaders show how to guide the enterprise through a large-scale transformation.

Bradesco’s Digital Transformation

See how one of Brazil’s top incumbent banks has become a disruptor.

Talent Strategies for the Future

Discover how top firms recruit and retain the digitally savvy talent required for success.

What it takes to transform

Learn how to create a world-class culture that delivers exemplary customer service.

Accelerating transformation with cloud

Explore why financial services institutions move mission critical systems to the cloud.

Data & the Intersection of Privacy

What to do about data has become one of the year’s biggest questions

A Call to Collaboration

Learn to harness platform models, AI capabilities and insights and agile organization.

Reinventing Financial Services Webcast

Top financial service firms require operating models that are ready for anything.

Architecting the Future-Ready Enterprise

Insights on the future of financial services and managing digital transformations.

How 5 technologies will change business

Learn about the impact of major technological shifts on financial service institutions.

Talent Reinvention

Financial firms are learning to attract the right people with the rights skills, now.

Experiential Banking

Learn to better serve clients and grow your business with disruptive technologies.

AIG’s Success with Practical Innovation

Insights into AIG’s bets, both large and small.

How one company maintains its edge

The inside view of how USAA perpetually maintains its edge.

The Cognitive Enterprise

The next big shift in business architectures is becoming a “Cognitive Enterprise.” 

MetLife’s Platform Revolution

Explore the challenges and opportunities moving to a flexible cloud-based core present.

Upcoming events

Finovate Fall

Meet us at the IBM Innovation Lounge for 1-on-1 digital transformation discussions.

September 23 | NYC


IBM sponsored sessions to network with experts, peers and industry leaders.

September 23-26 | London

Reinventing Financial Services Summit

A digital transformation event for financial services business and IT leaders.

October 3 | NYC

Reinventing Financial Services Summit

A digital transformation event for financial services business and IT leaders.

October 10 | SF

Gartner IT Symposium/XPO Industry Sunday

Join your CIO peers for a day of learning and an evening of relaxed networking.

October 20 | Orlando


Join us for IBM sponsored leadership sessions, 1-on-1 meetings, and cocktails.

October 28-30 | Las Vegas

Event FAQs

What is Reinventing Financial Services?

Reinventing Financial Services is program designed to convene banking, financial markets, and insurance executives at a one-day event in New York City, as well as at roadshows and through digital experiences to surface a compelling mix of visionary ideas, best practices and roundtable discussions to address the biggest challenges facing the financial services industry.

Who will attend the live events?

This invitation only event will be attended by C-level executives: primarily CEO, CIO, CTO, and COO, focused on the transformation initiatives underway at their organizations.

Who are the creators of the event?

Reinventing Financial Services is brought to you by IBM, American Banker, and Digital Insurance.

When and where?

Reinventing Financial Services was held on May 21, 2019 at Convene West in New York City. We are in the planning process for Reinventing Financial Services roadshows and the flagship event in 2020.

How can I register to attend?

Registration is by invitation only. We have not opened registration yet for our roadshows or Reinventing Financial Services 2020.


IBV study: Banking and Financial Markets

Create dynamic, agile functionality fueled by AI to radically transform core operations.

IBV study: Insurance

Operational agility is required to reduce risk as businesses and needs evolve.

A field guide to multicloud management

Optimize your multicloud footprint to lower costs and gain a competitive advantage.

Exponent: a biannual publication

Articles offering perspectives on how technology is transforming the financial services industry.

Digital trust for banking

Experts from IBM and the Federal Reserve discuss what digital trust looks like in an insecure age.

Welcome to the age of the incumbent

The financial services industry is leading the charge to usher in “the age of the incumbent.”

Digital transformation

Digital transformation is on every agenda, learn how a three-phase process can fund itself.

Why cloud? Why now?

In banking, the three most important words might be “speed, speed, speed.” It’s what customers want.

What reinvention looks like

Reinventing financial services is nothing less than a complete transformation.