Building Trusted Data Foundations for AI in Financial Services

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Agenda

5:30pm – Drinks on arrival

6:00pm – Panel discussion chaired by Stuart Clarke, Leeds Digital

6:45pm – Networking drinks

7:30pm – Close

Speakers

Chair: Stuart Clarke, Leeds Digital

Rachael Morgan, Engineering Lead for Data and Pricing, Lloyds Banking Group

Scott Forrest, Lead Consultant, Agile

Charlie Moran, Head of Data Capability, Skipton Building Society

 

29th September 2026

Platform, Leeds

Financial services organisations are under increasing pressure to demonstrate trust in their data. From evolving regulatory requirements to the growing adoption of AI and advanced analytics, firms need stronger foundations to ensure data is accurate, governed, traceable and fit for purpose.

Join Agile, alongside data experts from Skipton Building Society, for an evening discussion exploring how financial services organisations can strengthen data governance and quality to meet today's regulatory expectations while preparing for tomorrow's opportunities.

Our panel will examine practical approaches to:

  • Improving data quality and trust across the enterprise

  • Strengthening data lineage, governance and accountability

  • Meeting regulatory expectations more effectively and efficiently

  • Building the foundations required for successful AI and analytics initiatives

Drawing on real world experience from the financial services sector, including recent insurance industry examples, the discussion will explore how organisations are connecting systems, improving visibility of critical data and creating trusted data environments that support both compliance and innovation.

Whether you are responsible for data, technology, risk, compliance or transformation, this event will provide valuable insights into creating a data foundation that enables confidence in decision making and future AI adoption.

This is an opportunity to engage with peers, share challenges, and leave with clear, actionable ideas you can apply within your organisation. 

Paul Kearsey Headshot

Paul Kearsey

Agile
Head of Practice Data and Governance

 

STUART-CLARKE-MBE-headshot-1024x1000

Stuart Clarke

Leeds Digital
Founder

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