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The CDO Reality: Strengthening Data for AI Success and the Roadmap to Agentic AI

As Chief Data Officers across banking and financial services accelerate AI adoption, the conversation has shifted from ambition to execution.

While GenAI adoption is now near universal across financial services, the real differentiator is whether organisations have the data foundation needed to scale AI successfully.

With 94% of financial services institutions already using GenAI and Agentic AI rapidly emerging as the next frontier, only 25–27% of AI initiatives reach production. The challenge is no longer access to AI—it is creating the trusted data, governance, and operating models that enable it to deliver measurable business value.

IDC and Mastek are pleased to invite you to an exclusive, invite-only executive roundtable dinner, bringing together a select group of senior data and technology leaders to exchange perspectives, challenge assumptions, and discuss practical strategies for building AI-ready data foundations and preparing for the transition to Agentic AI.

The evening will feature expert insights from Neil Ward-Dutton, VP, Global Enterprise AI and Agentic AI Strategies at IDC, alongside interactive peer discussions over dinner.

Discussion Themes

  • Building an AI-ready data foundation through stronger data quality, governance, and management

  • Operationalising AI responsibly within a highly regulated financial services environment

  • Moving beyond AI pilots to Agentic AI at scale while demonstrating measurable business value

Evening Agenda

6:00pm – Welcome & Champagne Reception

6:30pm – Welcome Address

6:45pm – Delegate Introductions

7:00pm – Starter Discussion

Data Quality, Governance, and Management as AI's Foundation

7:35pm – Main Course Discussion

Operationalising AI Governance in a Regulated Industry

8:15pm – Dessert Discussion

The Roadmap from AI Pilots to Agentic AI at Scale

8:45pm – Coffee & Closing Reflections

9:00pm – Event Close

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New approaches to Distribution and Investor reach in UK Asset Management

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SFE Young Professionals Summit 2026