Background
Fintech & Financial Services Forum

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

Plug and Play, Sunnyvale, CA

Abstract Finance

About the Event

The OPEN SV Fintech & Financial Services Forum 2026 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.

Speaker 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
Plaid
Plaid
American Express
American Express
McKinsey
McKinsey
Open SV
Open SV

Full speaker lineup coming soon

Event Agenda

A structured day of insights, networking, and collaboration.

9:00 AM
Registration & Networking
9:30 AM
Opening Remarks
10:00 AM
Leadership Forum
11:00 AM
Product Evolution Panel
12:00 PM
Networking Lunch
1:00 PM
Infrastructure Panel
2:00 PM
Credit Union Panel
3:00 PM
Global Economy & Fintech
4:00 PM
Closing Remarks & Networking

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
PARTNER
PARTNER
PARTNER
PARTNER
PARTNER
PARTNER
PARTNER
PARTNER
PARTNER

Location

Plug and Play, Sunnyvale, CA

440 N Wolfe Rd, Sunnyvale, CA 94085

Located in the heart of Silicon Valley, Plug and Play is a global innovation platform bringing together startups, corporations, and investors.

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