The Next Era of Financial Data Sharing
Join FDX at Gaylord National Resort & Convention Center in National Harbor, MD, March 15–17, to stay close to the changes shaping financial data sharing and connect with peers across the industry.
- Agentic AI & the future of secure data sharing
- Evolving policy landscape: data sharing, security, risk management, and privacy
- Improving interoperability & customer journeys across more use cases: Business/commercial, payments, lending and more
- Evolving standards & how peers and counterparties are adapting
Leaders who have joined the FDX Global Summit 2026 stage
Dominic Venturo
Senior Executive VP, CDO
U.S. Bank
Bob Hedges
Former Chief Data Officer
Visa
Natalie Talpas
Executive VP, Head of Retail Digital and Emerging Payments
PNC
Anthony Burton
SVP, Open Banking
Truist
Ryan Caldwell
CEO & Founder
MX
Michael Herd
Executive VP, ACH Network Administration
NACHA
Hemali Shah
Head of Open Banking
Regions Bank
Ross Bender
Senior Solutions Architect
RBFCU
Aakash Tuli
Sr. Director of Architecture
Zions Bank
Ivan Welsh
Head of Product Strategy
Symcor
John Chen
Head of Data-In Partnerships for Canada
Intuit
Shira Jaffe
Strategy and Industry Standards
Plaid
Harry Mower
Field CTO
Postman
Chris Merida
VP, Federal Government Affairs
American Express
Angelena Bradfield
Head of Policy
Financial Technology Association
Sarah Hartung
Sr. Product Manager, AI & Digital Integration Services
Old National Bank
Tony Zhuang
Head of Data Strategy
TransUnion Canada
Early Bird pricing: $1,050
Ends December 31, 2026
Regular Pricing: $1,350
Ends February 28, 2027
Early Bird pricing: $1,650
Ends December 31, 2026
Regular Pricing: $1,950
Ends February 28, 2027
Agentic AI & Financial Data Sharing
The work is already underway
As AI agents move toward more autonomous and persistent interactions, new questions are emerging around consent, identity, traceability, and how financial data is interpreted and used.
Through the Agentic AI Task Force, FDX members are actively working through these questions now. At FDX Global Summit 2027, attendees will hear how this work is developing, where open questions remain, and what agentic AI may require of permissioned financial data sharing. Several workstreams have emerged from the Task Force’s latest discussions:
Data Semantics
Some fields in financial data APIs are loosely defined. This workstream is examining where clearer definitions may be needed to support more consistent interpretation by agents and inform future semantic RFCs.
Agent Tooling Interfaces
General-purpose agent protocols such as MCP were not built specifically for financial data. This workstream is examining how they work alongside FDX authorization, consent and identity standards, and where guidance, profiles or extensions may be needed.
Agent identity & traceability
Consent scoping & delegation for AI tools
Security profiles for AI tool / agent access
Agenda Sneak Peek: Hot Topics
Consent Management & Agentic data access
Discover how the industry is rethinking consent capture, traceability, and scope in an age of autonomous agents whose scope can shift over time
MCPs as an Access Method
Hear how the Model Context Protocol to enable agent discovery and connectivity for user-permissioned financial data sharing
Agent Identity, Traceability, and Trust
Hear leading perspectives on establishing agent identity, registration, and accountability, from existing OAuth signals to “Know Your Agent” frameworks
U.S. Regulatory Environment for Open Finance
Expert insights on recent legal and regulatory changes, how they are impacting the industry, and how FDX is adapting
Commercial/Treasury
Learn about industry work on a commercial API specification that addresses distinct balance types, corporate consent models, and alignment with external standards
Advancements in Standards for Security, Consent and APIs
Learn about the latest advancements in the FDX standards and how these changes can benefit your firm.
What to Expect
- What: Global Summit 2027 kicks off March 15 with registration, a New Member session and an evening Welcome Reception, followed by two days of discussions, expert speakers, topical panels, and meetings with the peers & partners who are building the next chapter of open finance.
- Where: Gaylord National Resort & Convention Center in National Harbor, MD (near Washington, DC)
- When: March 15–17, 2027
- Who: Industry leaders from banks, fintechs, data aggregators, digital banking platforms, technology service providers, consumer advocacy groups, and more
Stay onsite at Gaylord National Resort & Convention Center and keep the full Summit experience within easy reach. A discounted room block is available for attendees.
Rooms from $329/night + taxes and fees
Book by February 19, 2027
Rooms are limited and subject to availability.
Organizations represented at the FDX Global Summit.