AI in Financial Services

LMN Executive Breakfast Roundtable

AI is no longer a future ambition.
It is a present-day competitive differentiator.

📅 Date 25 March 2026
🕗 Time 08:00 — 10:15
📍 Venue May Fair Hotel, 3 Berkeley Street W1J 8DL London
👥 Format 20 Senior Leaders
Why This Conversation, Why Now

Across banking, asset management & alternative investment, and insurance, AI investment has accelerated faster than AI value has materialised. Managements & Boards are asking harder questions. Regulators are watching more closely. Teams are overwhelmed by choices and pilots that never reach full production.

Yet, we know that small group of institutions is pulling ahead — not because they have better technology, but because they have made sharper decisions about where AI belongs in their operating model, and focused on implementing & deploying the new processes at scale.

This breakfast is designed for the leaders asking questions on how to navigate that gap — those who are past the hype, looking for evidence, candour, and actionable insight from peers.

$340B
in annual value AI could unlock in banking alone
McKinsey Global Institute, 2023
70%
of enterprise AI pilots never reach production
Gartner, 2025
19%
of firms are rigorously measuring the gains they claim
Deloitte, 2024
How the Morning Runs

A two-part format designed for depth

08:00
Arrival & Networking
Breakfast served. Informal introductions.
08:15
Welcome & Scene Setting
Framing the conversation.
08:25
Section 1 — Open Peer Discussion 75 min
Facilitated discussion across three topics. Peer-to-peer. Chatham House rules apply.
Operational Efficiency & Compliance Generating Alpha Implementation Challenges
09:40
Break
Refreshments. Informal conversation continues.
09:45
Section 2 — Enterprise AI in Practice 15 min
A focused live demonstration of enterprise-grade AI solutions addressing some of the of the morning's discussion themes.
Demo — Operational Efficiency & Compliance Demo — Implementation
10:00
Wrap-up & Next Steps
Key themes from the room. What comes next.
Discussion Themes

Three conversations that matter right now

01
Operational Efficiency & Compliance
Where is AI genuinely reducing cost and complexity — and where is it automating broken processes faster? And as deployment accelerates, how are firms navigating model risk, explainability requirements, Confidentiality and the evolving Regulators' expectations simultaneously?
Automation without governance is just faster liability.
02
Generating Alpha
Is AI democratising alpha generation — or concentrating it further in the hands of the largest quantitative players who invested first and the most? What does the next signal edge look like, and how long before it is arbitraged away?
The alpha is not in the model. It is in the speed and processing power.
03
Implementation Challenges
Internal approvals, legacy infrastructure, cost and timeline unpredictability, and the pilot-to-production gap. What does it actually take to move AI from experiment to enterprise-grade deployment?
Most AI strategies are funded. Most AI transformations are not.
Who Is in the Room

A deliberately small, senior group

This is not a conference or an open seminar. Places are limited to 20 senior practitioners across financial services. The format only works because of the calibre and candour of the people in the room.

🏦
Banking
Front Office
Operations
Technology
📈
Asset Management & Alternative Investment
CIO / Quant
Head of Technology
COO

Chatham House Rules apply throughout.
Insights from the room may be referenced. Individual contributions remain confidential. Views from participants will represent the Individuals' and not the companies' they work for.

Secure your place

Places are strictly limited to 20 attendees.
This event is by invitation only.

To confirm attendance or request further information:
sales@scailx.co
Breakfast will be served. The conversation starts at 08:15.