AI, Content, and Customer Growth in Financial Services
2026 is a pivotal year for financial services. AI is transforming how institutions acquire, underwrite, and serve customers. Yet trust, compliance, and language access remain major barriers to growth. Regulatory complexity continues to increase, deposit and customer acquisition remain top priorities, and a $130 billion SMB opportunity is still largely underserved. At the same time, the fastest-growing customer segments, including LEP and Hispanic communities, are often the ones financial institutions are least prepared to serve.
FinanceNEXT New York brings together the leaders tackling these challenges in real time across AI, regulatory strategy, marketing, and customer experience. Through candid discussions and practical insights, attendees will explore the strategies, technologies, and approaches driving measurable results.
This is not a vendor showcase. It is a working session for financial institutions committed to turning language access, AI readiness, and underserved market opportunities into a competitive advantage.
Why Attend?
Master content complexity
Learn proven strategies for managing increasingly complex content workflows while building a more effective content strategy.
Build trust across every audience
Discover how language access, content strategy, and multicultural engagement can help you better connect with customers.
Connect with industry leaders
Network with executives from leading financial institutions serving LEP communities in TransPerfect’s signature event environment, designed to foster meaningful conversations and lasting relationships.
Learn from the experts
Engage with industry-leading subject matter experts during sessions, Q&As, and pre-booked discovery and demo meetings.
Leave with an action plan
Take away practical insights and proven strategies you can apply immediately to drive meaningful change across your organization.
Featured Tracks
AI Governance
Customer Acquisition and Performance Marketing
Benchmarking and Knowledge Share
Multilingual and Multicultural Growth
Technology at Scale
Brand Visibility in the Age of AI Search
About TransPerfect Financial
TransPerfect Financial partners with the world’s leading financial institutions to deliver the scale, technology, and operational expertise needed to create content that builds customer trust while managing regulatory, compliance, and information security risk.
Our secure, scalable solutions support customer engagement across every channel, including multilingual customer support, CX training, AI enablement, content and digital marketing, and compliance communications. Every solution is backed by purpose-built technology and customized workflows tailored to each organization’s.
Whether supporting global banking, private equity and investment management, regional banks and credit unions, or non-bank lenders and fintech or crypto firms, TransPerfect delivers the expertise and infrastructure to drive meaningful, measurable growth.
Want to Speak with an Expert?
Have a topic in mind or want to chat with an SME before the event? Feel free to schedule a call or meeting with us anytime.
FAQs
Is the event one day or two?
The event itself is one day; however, many attendees choose to spend at least one night in New York City. For those who do, we’ll be hosting an exclusive cocktail hour and dinner.
What additonal topics will be covered?
In addition to a discreet, expert-led event where sharing is central to the experience, discussions will cover AI, content authoring, regulatory, consulting, martech, and customer support and operations.
What is the cost?
There is no registration fee for invited guests. Spots are limited and a TransPerfect Financial representative will confirm your attendance by email.
Are hotel accommodations available?
While there is no dedicated hotel block, the event will be held at the Sheraton Times Square, where attendees are welcome to book accommodations directly for their convenience.