OPEN Silicon Valley
Register Now
Background
OPEN Exchange

Reimagining Finance in the Age of AI

Join leaders from banking, fintech, and venture capital as we explore how artificial intelligence is transforming financial services, infrastructure, and the global economy.

Date

Saturday, June 27, 2026

Location

Computer History Museum, Mountain View, CA

Become a Sponsor Apply to Speak
Abstract Finance

About the Event

The OPEN Exchange: Reimagining Finance in the Age of AI brings together a curated group of executives, founders, investors, and policymakers to discuss the most important shifts shaping the future of finance.

As AI continues to redefine how financial institutions operate, compete, and serve customers, this forum will explore both the opportunities and challenges across banking, fintech, and financial infrastructure.

From product innovation to global economic trends, the event is designed to foster meaningful conversations, partnerships, and insights that drive the next generation of financial services.

Who Should Attend

  • Banking & Financial Services Executives
  • Fintech Founders & Operators
  • Venture Capital & Private Equity Investors
  • Product, Engineering, and Innovation Leaders
  • Credit Union Leaders
  • Policy & Regulatory Professionals
Tech Abstract

Key Themes & Sessions

A deep dive into the most critical shifts in the financial landscape.

Leadership Forum

The Future of Banking in the Age of AI. Strategic insights on transforming banking models and operations.

Product Evolution

How embedded finance, personalization, and digital experiences are reshaping customer expectations.

Infrastructure

Exploring the backbone of modern finance — APIs, payments, BaaS, compliance, and data platforms.

Credit Unions

Challenges & Opportunities: How credit unions are adapting to compete in a rapidly evolving ecosystem.

Global Economy

The role of fintech in global markets, capital flows, financial inclusion, and economic transformation.

Speakers Background

Exceptional Lineup of Leaders

We are bringing together an exceptional lineup of leaders from the world's most innovative financial institutions and technology companies.

Wells Fargo
Wells Fargo
Citi
Citi
American Express
American Express
McKinsey
McKinsey
Open SV
Open SV

Additional speakers to be announced — stay tuned.

Event Agenda

A structured day of insights, networking, and collaboration.

Strategic vision from industry leaders

  • How AI is transforming banking models across retail, commercial, and investment banking.
  • The shift from traditional institutions to platform-based ecosystems.
  • Risk, regulation, and governance in AI-driven finance.
  • Talent and organizational transformation for the next decade.

Innovation in customer-facing offerings

  • Embedded finance and invisible banking experiences.
  • Personalization through data and AI.
  • Digital lending, BNPL, and next-gen wealth products.
  • Customer experience as a competitive advantage.

The backbone powering modern finance

  • Banking-as-a-Service and API ecosystems.
  • Payments innovation and real-time rails.
  • Cloud, cybersecurity, and compliance infrastructure.
  • The rise of financial data platforms and open banking.

Challenges and opportunities for credit unions

  • Competing with digital-first fintechs.
  • Expanding product offerings while maintaining community focus.
  • Partnerships with fintech and technology providers.
  • Regulatory and operational challenges.

Broader economic impact of fintech innovation

  • Financial inclusion and access to capital.
  • Role of fintech in emerging and developed markets.
  • Impact on SMEs, consumers, and global trade.
  • Future of decentralized finance and digital assets.

Featured Speakers

Meet the leaders shaping the future of finance — tap any card to learn more.

Faraz Shafiq

Faraz Shafiq

EVP - Chief AI Product Officer

Wells Fargo

Faraz Shafiq

Faraz Shafiq

Wells Fargo

Faraz Shafiq serves as the Executive Vice President and Chief AI Product Officer at Wells Fargo.

View LinkedIn
Rehan Jalil

Rehan Jalil

President & CEO

Securiti.ai

Rehan Jalil

Rehan Jalil

Securiti.ai

Rehan Jalil is the President and CEO of Securiti.ai, focusing on data security and privacy governance.

View LinkedIn
Ahmad Azeez

Ahmad Azeez

EVP, Chief Credit Officer and Head of Collections, Payment Services

U.S. Bank

Ahmad Azeez

Ahmad Azeez

U.S. Bank

Ahmad Azeez is the EVP, Chief Credit Officer and Head of Collections for Payment Services at U.S. Bank.

View LinkedIn
Bassam Khan

Bassam Khan

Head of Crypto Engineering

Visa

Bassam Khan

Bassam Khan

Visa

Bassam Khan leads the Crypto Engineering division at Visa, driving blockchain and digital asset infrastructure.

View LinkedIn
Safwan Shah

Safwan Shah

CEO

Payactiv

Safwan Shah

Safwan Shah

Payactiv

Safwan Shah is the CEO of Payactiv, a leading platform for Earned Wage Access (EWA) and employee financial wellness.

View LinkedIn
Nikola Borisov

Nikola Borisov

CEO & Co-founder

DeepInfra

Nikola Borisov

Nikola Borisov

DeepInfra

Nikola Borisov is the CEO and Co-founder at DeepInfra, building an inference AI cloud to democratize AI.

View LinkedIn
Shahzad Khan

Shahzad Khan

Co-founder

SablePay

Shahzad Khan

Shahzad Khan

SablePay

Shahzad Khan is the Co-founder of SablePay, innovating in the digital payments space.

View LinkedIn
Kamran Naqvi

Kamran Naqvi

SVP, Head of Digital

Nuvei

Kamran Naqvi

Kamran Naqvi

Nuvei

Kamran Naqvi is the Senior Vice President and Head of Digital, focusing on digital transformation and strategy.

View LinkedIn
Zaki Manian

Zaki Manian

Cofounder

Sommelier Protocol

Zaki Manian

Zaki Manian

Sommelier Protocol

Zaki Manian is a Co-founder of Sommelier Protocol and a prominent figure in the decentralized finance and blockchain ecosystem.

View LinkedIn
Haris Basit

Haris Basit

Chief Strategy Officer

Bitdeer

Haris Basit

Haris Basit

Bitdeer

Haris Basit serves as the Chief Strategy Officer at Bitdeer, driving corporate strategy in the digital asset mining space.

View LinkedIn
Asif Alam

Asif Alam

CEO

ActiveComply

Asif Alam

Asif Alam

ActiveComply

Asif Alam is the CEO of ActiveComply, focusing on automated compliance and risk management solutions.

View LinkedIn
Arjun Mukherjee

Arjun Mukherjee

CTO

Mesh

Arjun Mukherjee

Arjun Mukherjee

Mesh

Arjun Mukherjee is the Chief Technology Officer at Mesh, overseeing technology development and innovation.

View LinkedIn
Jon Berlin

Jon Berlin

President and CEO

Chevron Federal Credit Union

Jon Berlin

Jon Berlin

Chevron Federal Credit Union

Jon Berlin serves as the President and CEO at Chevron Federal Credit Union.

View LinkedIn
Preeti Somal

Preeti Somal

Senior VP Engineering

Temporal Technologies

Preeti Somal

Preeti Somal

Temporal Technologies

Preeti Somal is a Senior VP of Engineering with extensive experience leading technical organizations.

View LinkedIn
Farouk Ferchichi

Farouk Ferchichi

CEO

Yodlee

Farouk Ferchichi

Farouk Ferchichi

Yodlee

Farouk Ferchichi is the CEO of Yodlee, driving financial data aggregation and analytics innovation.

View LinkedIn
Aamer Pervaiz

Aamer Pervaiz

Senior Vice President

Umpqua Bank

Aamer Pervaiz

Aamer Pervaiz

Umpqua Bank

Aamer Pervaiz serves as Senior Vice President, bringing extensive executive leadership to the panel.

View LinkedIn
Zaki Fasiuddin

Zaki Fasiuddin

VC - Advisor on Stablecoin

Malaysian Prime Minister's Office

Zaki Fasiuddin

Zaki Fasiuddin

Malaysian Prime Minister's Office

Zaki Fasiuddin is a venture capitalist and advisor to the Malaysian PM on stablecoin initiatives.

View LinkedIn
Sachin Vaidya

Sachin Vaidya

EVP / Chief Information Officer

Heritage Bank of Commerce

Sachin Vaidya

Sachin Vaidya

Heritage Bank of Commerce

Sachin Vaidya is the Executive Vice President and Chief Information Officer at Heritage Bank of Commerce.

View LinkedIn
Belal Aftab

Belal Aftab

Moderator

Stripe

Belal Aftab

Belal Aftab

Stripe

Belal Aftab will be serving as a moderator, guiding panel discussions and speaker sessions.

View LinkedIn
Theo Ellis

Theo Ellis

CEO

Friday Harbor

Theo Ellis

Theo Ellis

Friday Harbor

Theo Ellis, CFA, is the CEO of Friday Harbor, leading investment and corporate strategy.

View LinkedIn
Uzma Makhdumi

Uzma Makhdumi

Moderator

Google (Google Pay)

Uzma Makhdumi

Uzma Makhdumi

Google (Google Pay)

Uzma Makhdumi will be serving as a moderator, facilitating insightful dialogue throughout the event.

View LinkedIn

Annual Partners & Past Sponsors

Partner with us to connect with a highly curated audience of decision-makers across financial services and fintech.

Direct access to senior executives and founders
Brand visibility among industry leaders
Opportunity to showcase your product or platform
Curated networking opportunities
Become a Sponsor
Indus Valley Capital
Oracle
The Citizens Foundations, USA
Ctbc Bank
Blumont
Veloce Capital
Total Wealth Solutions
Erum Chaudhry Law
Bloom
Rel8
Gratefully AI
RAFAY

Location

Computer History Museum, Mountain View, CA

1401 N Shoreline Blvd, Mountain View, CA 94043, USA

The Computer History Museum is a leading technology heritage site in Mountain View, California, featuring exhibits on the people and artifacts that shaped the global computing industry.

Get Directions