Data, AI, and new connections across industries are changing what financial protection can become. RGA and FGV frame the opportunities, tensions, and questions that will drive the conversations ahead.

Cocktails, dinner, and an evening built for conversations across industries, ideas, and perspectives.

An optional sunrise hike through the Sonoran Desert, with fresh air, desert views, and good company before the day begins.

Curated tables create space for smaller conversations and new connections before the main stage begins.

A look at the day ahead and the ideas, conversations, and connections this event is designed to spark.

We begin with an unvarnished overview of the state of AI, data, and technology and the confluence with the ever-evolving financial services sector. The purpose is to help attendees understand where their organization stands relative to others, to clarify what is hype and what is reality, and illuminate where the real disruption risk resides. This session brings into focus the opportunities that are in front of us as technology and data march forward in the consumer finance space while not losing sight of the downstream impacts, revenue shifts, fight for talent, and changing competitive landscape. We separate signal from noise to give you a clear view of where we are today and what’s coming next.

No organization possesses every capability it needs to compete — and in today’s landscape, partnership is no longer an option; it’s an imperative for scale. Leaders across insurance, technology, data, and financial services share partnership case studies, what success looks like, and the steps to get there. Panelists outline how to define your partnership objectives, identify the gaps holding you back, and set realistic expectations for success in both the short and long term. Whether you’re ready to make a move or still working through the obstacles that have kept you going it alone, this session offers a roadmap for turning relationships into results.

Small, facilitated working groups become a peer network to talk about data — the data you need but don’t have, the data you hold but aren’t optimizing, and the data gaps your competitors have filled through partnerships or acquisitions. Through moderated conversation, impactful exercises, and sharing examples, you’ll unveil what becomes possible when data crosses company and industry lines — and confront the provocation: If you had access to data you don’t have today, what could you achieve tomorrow? And what is your organization’s appetite for buying, building, or partnering to get it?

These fast-paced, curated rounds connect you with leaders from adjacent verticals who share similar goals and interests — the people most likely to spark an idea, surface an opportunity, or become a future partner. Matches are based on information provided during registration and are intentionally drawn from outside your own vertical to yield meaningful conversations, eye-opening learnings, and real opportunities.

A midday reset with lunch, conversation, and a short provocation to open up the afternoon.

See and hear what your peers are really thinking. Notes from the morning PODs are uploaded into our AI platform and synthesized in real time, bringing every table’s discussion together in one view. You’ll see the opportunities, questions, and ideas that surfaced — juxtaposed across tables to reveal where perspectives converge, the breadth of creative options emerge, and opportunities that are beginning to take shape. It’s a live demonstration of AI in action and a springboard for the conversations still to come.

Now that the morning has sparked fresh thinking on partnerships and data sharing, this panel gets granular about what that looks like in practice. Underserved markets are a common challenge across every vertical — so how do you actually build products that answer a real need, and then get them into the hands of the people who need them? Panelists share case studies on products they’ve successfully developed for specific markets and the channels they’ve used to crack the distribution nut. The throughline: where to compete, where to collaborate, and how partnering can help you overcome longstanding obstacles and achieve growth you couldn’t reach alone.

This session brings everything together — and it’s a competition. Your team is handed a mandate: E.g., grow revenue by $XX million, with a $X million budget to bring in whatever resources you need. Where does the growth come from? New products? Simplified distribution? Untapped partnerships? Small teams make the calls on where to invest, what to build, and which relationships could change the outcome. Each group’s initiative is presented, and all attendees vote to determine the idea they think could have legs well beyond the e(x) Data Summit.

Three new rounds, three new connections. Personalized matches widen the conversations from the day, connecting you with people whose expertise, priorities, or perspective could take an idea somewhere new.

The ideas come together. See which approaches rose to the top, where the strongest thinking converged, and which idea the group chooses to carry forward.

A look at what comes next for the ideas generated today, plus a preview of the evening ahead.

Cocktails, a seated dinner, and an evening of entertainment, with plenty of room for the conversations from the day to keep going.

One more morning to continue the conversations, connections, and ideas worth taking home.