From Pilot to Production - Making AI Work in Regulated Financial Services

From convincing demo to production-ready AI. What does it take to move AI work in a regulated financial institution?

Across financial services, AI pilots are proving what is possible. But moving from a successful proof of concept to a production system that works with real customer data, meets regulatory expectations and delivers measurable value remains a significant challenge.

Join MongoDB and Google Cloud for an exclusive breakfast bringing together peers from across financial services to discuss what it really takes to move AI from pilot to production.

Hear practical perspectives on the challenges holding AI initiatives back, from unstructured data and retrieval quality to model evaluation, security, governance, cost and ownership. Then join an open, off-the-record discussion with industry peers to share experiences, compare approaches and explore what it takes to move forward with confidence.  

Expect practical insights, honest conversations and lessons from the realities of production AI - not another AI demo.

What We'll Explore

1. From Proof of Concept to Production - Explore the four stages of AI maturity, from proof of concept (PoC) and productio RAG to agentic and multi-agent systems. Discover where financial institutions are today, what comes next and what it takes to progress.

2. What It Takes to Make AI Work in Practice - Walk through a document-heavy financial services workflow, such as credit memos or KYC files, and uncover the challenges that emerge when AI moves beyond a controlled demo.

3. The Model, the Data and the Controls - Hear from Google Cloud on model choice, evaluation and security, alongside MongoDB's perspective on the data foundations that make production AI possible, including unstructured data, vector and hybrid search, and unified, governed data platform.

4. What the Demo Didn't Show You - Understand the decisions, dependencies and trade-offs that determine whether an AI pilot succeeds in production - from data access and model risk to cost, governance and clear operational ownership.

The Conversation That Matters

The most valuable insights often come from peers who have faced the same challenges.

This breakfast will move beyond presentations into an open, off-the-record conversation designed to encourage honest discussion and what is working, what is not and what needs to change.

We'll explore questions such as:

• What have you actually put into production? Which AI use case has made it live, and what made it different from the pilots that stalled?
• Where do pilots get stuck? Is the biggest barrier data access, security review, model risk, cost or ownership?
• How good is good enough? How should answer quality be evaluated and who is responsible for signing it off?
• Who owns AI once it is live? The business, technology or a central AI team?
• What would help you move faster? What do you need from your cloud and data partners to accelerate delivery without introducing additional risk?

Meet the Speakers

Maria Bagaeva - Senior Solutions Acrhitect, MongoDB

Maria will share MongoDB's perspective on the data foundations required to bring AI into production, explore how organizations can work with unstructured data, improve retrieval quality through vector and hybrid search, and build on a governed data platform.

Phill Bryan - Lead Principal Architect, Financial Services, EMEA, Google Cloud 

Phill will share Google Cloud's perspective on production AI in financial services, covering model selection, evaluation, security and the practical considerations involved in deploying AI in regulated environments.

Together MongoDB and Google Cloud will explore what it takes to move beyond the demo and build AI systems that are ready for real-world financial services.

Breakfast Agenda

8:00am-8:30am - Welcome Drinks & Networking - Connect with fellow financial services professionals over welcome drinks.

8:30am-8:45am - Welcome and Introduction: MongoDB x Google Cloud - Set the scene with an introduction to the AI maturity journey, from proof of concept to production RAG, agents and multi-agent systems.

8:50-9:00am - Breakfast Served - Enjoy a continental and cooked breakfast.

9:00am-9:45am - Peer Discussion and Interactive Q&A - Explore a real-world, document-heavy workflow and discuss the practical realities of production AI. Compare experiences with peers, challenge assumptions and share lessons learned in an open, off-the-record conversation.

9:45am-10:00am - Closing Remarks & Questions - Reflect on the discussion, key takeaways and the next steps for moving AI initiatives forward.

Join the Conversation

Move beyond the pilot.

AI in financial services has moved beyond the question of whether it can work. The challenge now is making it reliably, securely and at scale.

Join MongoDB and Google Cloud for a candid discussion with peers who are navigating the same journey - and leave with fresh perspective on what it takes to turn AI ambition into production reality.

Register below.