Building Real-Time Financial Services: From Legacy to Leadership

In financial services today, artificial intelligence is no longer an experiment—it’s an economic engine. According to the latest IIF-EY AI/ML Survey, 100% of financial institutions increased their investment in AI/ML in 2024, with half raising budgets by more than 25%—not for speculative exploration, but to drive measurable business value.

As financial institutions in Thailand and across Asia accelerate toward intelligent, data-driven engagement, the ability to act in real time, powered by AI and unified data, has become the defining mark of digital leadership in 2026 and beyond.

Consider the example of DBS Bank—the region’s AI benchmark. Southeast Asia’s largest
bank unlocked over S$1 billion in AI economic value in 2025, a 33% increase year-on-year, after unifying operational and customer data across systems. Its real-time fraud detection engine flags threats in under 10 milliseconds, while hyperpersonalized nudges deliver 45 million actionable insights monthly. This convergence of unified data and AI-driven automation is setting the new standard for what’s possible in financial leadership.

In Thailand, leading banks and insurers are now exploring similar frontiers—deploying agentic automation, real-time fraud mitigation, and AI-powered claims processing to deliver trust, speed, and precision at scale. The differentiator is clear: real-time intelligence built on unified data.

On 17 March 2026, Cxociety, AWS, and MongoDB invite you to an exclusive executive forum— “Building Real-Time Financial Services: From Legacy to Leadership”— where Thailand’s Chief Digital, Transformation, Innovation, Technology, and Data leaders will exchange insights on modernizing from legacy to AI leadership in banking and insurance.

At the event, we will explore:

• The Modernization Imperative – Understand how the shift from mobile first to agentic first strategies redefines agility, and why legacy latency has become the biggest strategic liability for Thai financial institutions.
• Uncovering the Legacy Traps – Examine how structural anchors—from “mainframe gravity” to rigid relational cores—drain innovation budgets and impede compliance with evolving regulatory and customer expectations.
• Blueprint for Agentic Financial Services Leadership – Discover how a unified Operational Data Layer (ODL) empowers AI agents to reason and act in real time, enabling instant claims adjudication, personalized credit decisions, and frictionless onboarding.
• Real-Time Decisions and Customer 360 – Learn how MongoDB Atlas unifies customer, transaction, and risk data across systems to power real-time analytics, personalized offers, and embedded GenAI experiences.
• From Legacy to Leadership – Chart a pragmatic path to modern operational resilience through a multi-region, multi-cloud, always on data foundation built for continuous innovation.

This peer-led forum will bring together leaders confronting modernization, compliance, and innovation challenges unique to Thailand’s financial ecosystem—sharing unfiltered strategies for unlocking AI’s potential while maintaining resilience and trust.