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From Vision to Action:

What It Really Takes to Scale AI in Finance

 

An exclusive executive lounge and roundtable hosted by Indicium and Databricks 
 

🗓 Tuesday, June 17, 2025

🕒 6:00 - 9:00 PM

📌 Upland 345 Park Ave S, New York, NY 

Following the Databricks Data + AI Summit, join a select group of industry peers in New York City for a closed-door conversation on the practical realities of scaling AI in complex, highly regulated financial environments.

This is an exclusive opportunity to compare notes with fellow executives navigating post-Summit AI priorities and gain insight on how others are innovating with Mosaic AI, agentic AI, and more.

2025 AI Readiness Report:
What Really Holds Back AI in Finance 

🗓 Tuesday, June 17, 2025

🕒 6:00 - 9:00 PM

📌 Upland 345 Park Ave S, New York, NY 

The rush to scale AI exposes deep cracks in data infrastructure

AI is no longer hype, it’s strategy. IT leaders in financial services know it. In fact, 74% call it critical to their company’s future. And yet, fewer than half have systems ready to support it.

Indicium’s 2025 AI Readiness Report captures the reality behind the optimism. We surveyed over 670 IT professionals to map the barriers to scalable, high-impact AI. 

The report uncovers gaps in infrastructure, talent, and data quality that threaten to slow even the boldest AI agendas.




Fill out the form to download the report





















	



	



























































  
Why It Matters


AI brings speed, efficiency, and smarter decisions. But without clean, connected, and current data, those benefits collapse. 

Financial services firms face strict regulation, high stakes, and complex systems — so readiness is not optional. This report shows where firms stand, what holds them back, and how to move ahead.






    





















































    






  



Matheus Dellagnelo, CEO of Indicium






















  
“Companies across industries are eager to adopt AI, but they run into roadblocks with outdated data systems. A strong data foundation unlocks meaningful progress, accelerates AI impact, and strengthens competitiveness. Organizations that invest in modernizing their data infrastructure are better positioned to deploy AI today and expand its value over time.”


Matheus Dellagnelo, CEO of Indicium






    































Here's What We Found






























FSI Leads the AI Race


The financial services sector outpaces all others in AI ambition. 74% of FSI firms plan to rapidly scale AI in the next 2-3 years, while 67% already use it across multiple departments.

























































    






  



FSI Organizations Ahead of AI Adoption



































AI: The Top Motive for Modernization


AI preparation is the number one goal for modernization projects. 72% of FSI leaders cite it as a top priority, along with improved data integration and legacy system upgrades. A modern data stack is the foundation for AI.

























































    






  



AI is the Top Motive for Modernization



































Poor Data Quality: The #1 AI Roadblock


What holds AI back? For 46% of FSI leaders, the answer is poor data quality and governance. This makes data the top obstacle for AI success in finance — a greater challenge for this sector than for any other.

























































    






  



Poor Data Quality Holds Back AI Adoption























    


















  
    
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Why It Matters


AI is redefining what’s possible, but it is also exposing where platforms, teams, and governance are falling short. This event is designed to help you pressure-test your approach, compare strategies with peers, and gain early insight into where the market is heading. You’ll get access to:



    

  • Exclusive insights from the 2025 State of Analytics Engineering Report by dbt Labs
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  • Findings from Indicium’s AI Readiness Survey across global enterprises
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  • An expert guided conversation with executive peers on bringing AI into action, focusing on agentic AI, modern architecture, and governance aligned to enterprise priorities.
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What You’ll Experience


    

  • A private setting designed for CDOs, CDAOs, CTOs, and senior data and AI leaders

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  • Expert led, peer driven discussion focused on real strategies, not slideware

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  • Practical insight on delivering AI and modern data architecture at enterprise scale

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  • Complimentary food, drinks, and space to connect in a relaxed environment
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About Indicium



Indicium is a global leader in data and AI services, built to help enterprises solve what matters now and prepare for what comes next. Backed by a 40 million dollar investment and a team of more than 400 certified professionals, we deliver end-to-end solutions across the full data lifecycle. Our proprietary AI-enabled, IndiMesh framework powers every engagement with collective intelligence, proven expertise, and rigorous quality control. Industry leaders like PepsiCo and Bayer trust Indicium to turn complex data challenges into lasting results.