Conference
CDAO & CAIO Financial Services New York 2027
Corinium Intelligence's two-day conference for data, analytics and AI leaders in financial services, held 1–2 March 2027 at Convene One Liberty Plaza, New York.

About this event
CDAO & CAIO Financial Services is a conference run by Corinium Intelligence for the people who lead data, analytics and AI work across the financial services sector. The organiser says the 2027 edition marks the event's thirteenth year. It sits inside Corinium's Financial Services Data, AI & Security Summit, which shares the week with CDAO Insurance on 2 March and CISO Financial Services on 3 March.
The conference runs on 1 and 2 March 2027 at Convene One Liberty Plaza, a meeting venue at 1 Liberty Plaza in the Financial District of Lower Manhattan. Several subway lines serve the area, with Fulton Street and World Trade Center among the nearby stations, and the organiser publishes a list of recommended hotels close to the venue.
The intended audience is senior: chief data and analytics officers, CIOs, and directors and managers responsible for data strategy, risk, governance, compliance and automation. Corinium cites more than 50 speakers and over 250 attendees. The themes announced for 2027 are data-driven decision making, AI for fraud detection, data governance and compliance, and the ethics of AI in financial services. Announced speakers so far include Atul Dalmia, who leads analytics at Morgan Stanley Wealth Management and has a featured session at 11:45 on 2 March, along with Puja Mittal of JPMorganChase, Randy Gordon of Cross River Bank, Shipali Jangrar of American Express and Sevak Avakians of USAA. The full agenda has not been published. Actian and Theom are among the listed sponsors.
Ticket prices are not shown on the registration page. It does advertise a 25% early-bird discount for bookings made before 31 December. Delegates from end-user companies register on one form, while vendors, solution providers, recruiters and consultancies must use a separate vendor registration. Group discounts are offered on request by email.
For affiliates and media buyers the fit is indirect. There is no marketing, acquisition or partnerships content, and the room is made up of in-house data and AI leaders rather than advertisers buying traffic. It is most relevant to finance and fintech publishers who want to understand how large US banks approach AI, fraud controls and data compliance, and to vendors selling analytics or AI tools into financial services.
Agenda highlights
From Insight to Impact - Harnessing Data, AI, and Behavior for Smarter Financial DecisionsFeatured session · Atul Dalmia, Chief Analytics Officer for Morgan Stanley Wealth Management
Tickets
Early bird
25% offBook before 31 December.
- Discount on End-User and Vendor registration; base ticket prices are not published on the registration page.