UNIFY
Break down data silos across structured, unstructured, and semantic layers. Enable real-time context and unified enterprise memory.
March 4, 2026
About the Event
AI in financial services is moving beyond copilots and experimentation.
The next phase is Agentic Finance — where systems reason, act, and deliver measurable outcomes within regulated
environments.
Yet autonomy without unified data creates exposure.
Autonomy without governance creates risk.
Autonomy without measurable ROI creates skepticism.
Join a select group of senior banking and insurance leaders for a closed-door executive roundtable hosted by Intellect in partnership with MongoDB, exploring what it truly takes to operationalise agentic AI in production environments.
This focused breakfast session will examine:
- How unified enterprise data enables governed autonomy
- Where AI pilots stall at architecture boundaries
- How to operationalise “Know Your Agent” frameworks
- How measurable ROI becomes the benchmark for AI maturity in 2026
This is not a product showcase. It is an executive dialogue.
Featured Speakers
Deepak Dastrala
Chief Technology Officer IntellectAI
Boris Bialek
Industry Technology Leader MongoDB
Rajesh M
Global Head Delivery, Growth & Solutions IntellectAI
Prabhu Taraka
Head of GTM Purple Fabric IntellectAI
The Strategic Lens
GOVERN
Design execution guardrails for autonomous systems. Ensure traceability, auditability, and regulatory confidence.
DELIVER
Move beyond AI pilots. Anchor autonomy to measurable outcomes — cycle time reduction, operational efficiency, risk mitigation, and cost optimisation.
Why Attend
- Understand how unified data architecture underpins production-grade AI
- Explore real-world agentic use cases across wealth, GRC, and insurance
- Engage in a candid executive discussion on governance and regulatory risk
- Experience a live demonstration of Purple Fabric powered by MongoDB
- Connect with peers navigating similar transformation journeys
Agenda
9:00 AM – 9:30 AM
Registration & Networking Breakfast
9:30 AM – 9:40 AM
Welcome & Introductions
Rajesh M, IntellectAI
9:40 AM – 10:10 AM
Live Demonstration: Real-world Purple Fabric use cases powered by MongoDB
across industries
Prabhu Taraka, IntellectAI
10:10 AM – 11:00 AM
Executive Discussion
Deepak Dastrala, CTO, IntellectAI | Boris Bialek, MongoDB
Theme: From Data to Decisions: Building a Governed Enterprise Knowledge Layer for Accurate AI Outcomes
11:00 AM – 01:00 PM
Networking
