In April, 2024, Finray's CEO, Europe, Sam Sengupta, joined industry leaders at CFO Consulting Partners' Banking & FinTech Summit in New York. The event, which reached full capacity with over 100 attendees, brought together senior financial services professionals to discuss the regulatory, strategic, and technological trends shaping the industry.
Key Takeaways
- Regulation Meets Innovation: AI and automation are key to staying compliant while maintaining speed and agility.
- Strategy Beyond Tech: Innovation means rethinking customer engagement and efficiency—not just adopting new tools.
- Finray at the Forefront: Sam Sengupta showed how Finray turns regulatory complexity into opportunity through data-driven solutions.
The summit focused on three critical areas: navigating new regulatory horizons, driving strategic innovation, and evaluating M&A opportunities in today's complex financial landscape.
Regulatory Landscape & Innovation
A key theme throughout the summit was balancing compliance requirements with the pace of innovation. Discussions emphasized actionable strategies for staying ahead in a tightly regulated environment, with particular attention to leveraging technology—especially AI—to streamline compliance processes without sacrificing speed or effectiveness.
Strategic Innovation Panel
Sengupta participated in the Strategic Innovation panel alongside leaders from DelFi, Verittas Risk Advisors, CCG Catalyst Consulting Group, CFO Consulting Partners, and Alloy Labs. The panel explored how innovation in banking and FinTech extends beyond technology to reimagining customer interactions and creating operational efficiencies.
"A truly exceptional gathering with lots of great insights and exchanges on regulatory landscape, innovation and tools to manage risks."
As Michele Fleming, Global Compliance Officer and Founder of Reach Advisory LLC, noted on LinkedIn: "A truly exceptional gathering with lots of great insights and exchanges on regulatory landscape, innovation and tools to manage risks."
Industry Collaboration & Knowledge Sharing
The summit provided valuable networking opportunities during lunch and post-event gatherings, allowing attendees to share ideas and explore potential business collaborations. The combination of formal presentations and informal discussions created what Bob Newman, Strategic Advisor at Chatham Financial, described as valuable "interactive content."
CFO Consulting Partners' Eric Segal emphasized the event's importance: "In a world where the only constant is change, staying informed and connected is more important than ever. As the financial landscape continues to evolve, events like these are crucial for professionals seeking to keep pace with change and harness the opportunities it presents."
For more insights from the summit, read the full summary from CFO Consulting Partners.
Interested in learning more about how Finray can help your organization navigate the evolving financial landscape? Book a demo today.
