The Agentic Enterprise for Israeli Banks, Insurance Companies, and Financial Services Firms
An invitation-only executive roundtable for CIOs, CTOs, CAIOs and innovation leaders–addressing the governance, security, and legacy modernization challenges that stand between AI experimentation and production-grade deployment.
Registration is subject to final confirmation. You will receive approval by email.
Security-First AI Adoption
For banks and insurers, AI security isn't optional–it's mandatory. Explore how to embed AI agents with auditability, explainability, and risk controls built for Bank of Israel compliance, GDPR, and board-level oversight.
From Pilot to Production–With Control
The gap between successful pilots and production isn't technical–it's organizational. Learn how to turn fraud-detection pilots, credit-decision models, and customer-ops automations into production systems with measurable ROI and governance controls that prevent AI agents from "running wild."
Seamless Integration
Deploy AI that integrates seamlessly with core banking systems, Insurance and financial services, compliance databases, and legacy infrastructure. For Israeli banks facing retiring RPG developers and aging systems, explore how agentic AI accelerates legacy modernization while maintaining security, operational continuity, and regulatory compliance.
Event Details
Why This Roundtable?
Solution-Led, Not Tool-Led
This is not a product pitch. We focus on business outcomes: building AI systems that are safe, auditable, and defensible to boards and regulators. IBM Bob is shown as a reference architecture, not a sales target.
Peer Insight, Not Vendor Pitch
You'll spend 60% of the session in facilitated discussion with CIOs, CTOs, and innovation leaders from Israeli banks, insurers, and financial services firms. IBM Bob is demonstrated as a working governance framework and orchestration reference architecture–not sold. This is a peer learning forum, not a product presentation.
Actionable Next Steps, Not Generic Inspiration
Every participant leaves with an access to the Innovation Challenge for hands-on validation. No marketing follow-up unless you request it.
Who Should Attend
This roundtable is designed for senior technology and innovation leaders at Israeli banks, insurance companies, and financial services firms who are responsible for AI strategy, governance, and production deployment.
Invitation-only. Limited to 25 senior executives. Each registration is reviewed for relevance and seniority.
Agenda
Wednesday, 9 September 2026 · 09:00 – 13:00 (lunch included) · Premium private venue, Tel Aviv
What Is IBM Bob?
IBM Bob is an enterprise-grade agentic AI orchestration platform built for regulated organizations–banks, insurers, healthcare systems, and utilities. It moves firms from fragmented AI experimentation to governed, production-ready execution, offering a unified control plane with security, governance, and economic controls from day one.
Enterprise Orchestration
Coordinates multiple AI agents across development, operations, customer engagement, compliance reporting, and decision workflows. Provides centralized oversight and policy enforcement, preventing fragmentation and governance gaps.
Built-In Governance
Policy enforcement, audit trails, explainability, and compliance controls. Supports Bank of Israel compliance, GDPR, and board-level oversight requirements.
Security & Hybrid Deployment
Runs on-premises, in private cloud, or hybrid environments. Ensures data sovereignty and security posture tailored for Israeli banks and insurers that cannot move core operations to public cloud.
Production Readiness & AI Economics
Guarantees enterprise-grade uptime, auditability, and risk management. Includes token cost management, processing efficiency monitoring, and ROI measurement tools for scaling AI operations economically.
IBM Bob is built for organizations that cannot afford AI governance failures–banks modernizing legacy systems while maintaining 24/7 uptime, insurers handling sensitive customer data under strict privacy regulations, and financial institutions facing material regulatory and reputational risk.
Registration
Participation is limited to 25 senior leaders. Share a few details and our team will review your registration personally.