Insurance Leaders Technology Forum

Redefining the Intelligent Insurer

APRIL 21-23, 2026 | BOSTON, MA

Why #DatosILTForum?

Datos Insights brings you a premier gathering of insurance leaders who are redefining how intelligence is leveraged to run the business. This forum focuses on how carriers are transforming the way they operate, integrate information, and make decisions in an increasingly complex environment. 

Don’t take our word for it. Our attendees say it best. 

“The roundtables have been extraordinarily valuable.”

“You give a little. You take a little. It’s really wonderful.”

If you are navigating AI, modernization, and organizational change all at once, this is where practical insight and peer exchange come together to move transformation forward.

Insights that drive growth.

Insurers are leveraging the intelligence they already have to operate faster, connect information more effectively, and make better decisions at scale. Automation, predictive insight, and modern digital experiences are moving from point solutions to core drivers of growth. 

When data, AI, and modern platforms work together, insurers can expand personalization, respond to change with confidence, and unlock new sources of value across the business. The outcome is smarter growth, stronger relationships, and organizations built to adapt as expectations continue to rise. 

What can you expect from the Insurance Leaders Technology Forum 2026?

We can think of dozens of reasons for max ROI, but here are a few. 

Invaluable Networking

Connect with the industry’s leading tech decision-makers and experts to discuss critical issues and make better decisions.

Expert Insights

Gain exclusive access to Datos Insights’ advisors, proprietary research, and data you won’t find anywhere else.

Success Stories

Discover how others are navigating the evolving landscape and which strategies have proven effective.

Insurance event roundtable

Candid Discussions

Discuss honest, off-the-record perspectives with peers in intimate, topic-based forums.

Essential conversations.

Intelligent Technology Foundations

Applied AI and machine intelligence in operations 

Core agility through modular and Skinny PAS strategies 

Composable platforms and ecosystem connectivity 

Secure, governed, and explainable AI infrastructure 

Data, knowledge, and context as enterprise intelligence 

Operational resilience and scalable execution 

Managing Innovation

Organizational impacts 

Evolving roles of the CXOs 

Operational efficiencies of Gen and Agentic AI 

Innovation and essential architecture pattern 

Data, analytics, and governance 

Agent & customer experience 

Line of Business

Commercial Lines

Personal Lines

Specialty Lines

Life Insurance

Annuities

Group and Voluntary Benefits

Who attends #DatosILTForum?

The Insurance Leaders Technology Forum attracts a diverse group of industry leaders and innovators, including:

C-Level Insurance Technology Executives

Industry Experts & Advisors

Technology Providers

REPRESENTATIVE ATTENDEES IN 2025

There are issues we all face… My peers from organizations, regardless of size, were open and willing to share without hesitation. Hearing about how they solved some of those problems was invaluable.

An experience like no other.

What if just one event in 2026 could be the reason you achieve your goals?

Become a sponsor and connect your team with the decision-makers who will propel your growth.

Our sponsorship offerings provide multiple ways to engage with attendees, influence their perspectives, and enhance your brand visibility. Choose a single sponsorship or combine options to create a customized package that fits your priorities and budget.

Sound good? Great. Reach out to our team today! 

Datos Insights Insurance Leaders Technology Forum brings together industry leaders, innovators, and decision-makers to explore the future of insurance technology. 

Read insights from last year’s conference and plan to join us for an exciting line-up of sessions, networking opportunities, and insightful discussions in 2026! 

KEY TAKEAWAYS

Data mastery separates leaders from followers.  Here’s what insurance executives learned in Boston.

CHRIS EBERLY

Who Participates?

Datos Insights Insurance Leaders Technology Forum attracts a diverse group of industry leaders and innovators, including:

C-Level Insurance Technology Executives

CIOs, CTOs, CAIOs, COOs, CDOs, Chief Innovation Officers, and other C-suite technology leaders.

Technology Providers

Innovative providers delivering proven technologies and platforms that help insurers streamline operations, modernize legacy environments, govern AI at scale, and transform underwriting, service, and distribution.

Datos Insights Advisors

Experts with deep industry experience who provide insights and guidance on current trends, best practices, and what’s next.

Attendee Demographics

I like the balance of having some external speakers as well as the networking with my peers in the industry… it’s been good information around AI, where we're headed into 2030, and then also great conversations with the people at my table.

Jump into the future with Insurance Leaders Technology Forum 2026.

01

Venue

The Insurance Leaders Technology Forum will be held at: The InterContinental Boston 510 Atlantic Ave, Boston, MA 02210

02

Hotel

Please email Danielle Allard, [email protected] if you need a room.

There are a limited number of discounted rooms left.

03

Transportation

  • Boston Logan International
  • Manchester-Boston Airport
    Regional Airport
  • Rhode Island T.F. Green
    International Airport

Intelligence isn’t just about better data, it’s about transforming how organizations operate, integrate information, make decisions and adapt.​

The Intelligent Insurer blends talent, experience, modern processes, and rapidly evolving technology to reinvent workflows, shift decision-making models, evolve core architectures, and enable new efficiencies.​

What this means for carriers:​

  • Modernizing work and safely orchestrating AI​
  • Reimagining underwriting and service experiences​
  • Adapting organizational structures​
  • Accelerating transformation even when core systems cannot
  • Grounding everything in real-world operational execution

Our program agenda will address the following themes:

  • The Human–AI Operating Model: How roles, workflows, and decision ownership evolve as AI shifts from assistant to autonomous actor
  • Modern Core Agility & Composable Architecture: Transitioning to Skinny PAS architectures, where the core becomes a system of record and decisioning, workflows, and intelligence move to modular workbenches and services
  • Next-Gen Underwriting & Workbench Transformation: Workbenches become the orchestration layer for people, automation, and AI
  • Safe, Governed & Explainable AI at Scale: Governance, regulatory readiness, and explainability become required AI infrastructure
  • Knowledge & Context as Enterprise Intelligence: How unstructured content, institutional knowledge, and human context enable AI-driven decisions at scale, while helping insurers adapt to a changing workforce.
  • Pragmatic Transformation Under Legacy Constraints: Extracting value from today’s core environments through incremental AI adoption, intelligent overlays, and workflow modernization—without waiting for full architectural change
INSBOS26 Agenda – Insurance Leaders Technology Forum
Tuesday, April 21, 2026 — Insurance Carriers Only
4:00 – 6:30 PM
Registration (Insurers Only)
5:00 – 6:30 PM
Welcome Reception (Insurers Only)
Intercontinental
6:30 – 8:30 PM
Networking Dinner (Insurers Only)
Intercontinental
Wednesday, April 22, 2026 — Insurance Carriers and Sponsors
7:30 – 8:30 AM
Registration & Breakfast (Insurers and Sponsors)
8:30 – 8:50 AM
Welcome and Industry State of the Union
Chris Eberly – Datos Insights
8:50 – 9:15 AM
The Intelligent Insurer Operating Model
Tim Baum – Datos Insights
9:15 – 9:40 AM
AI Implementations in 2026: The Pilot Phase is Over
Jack Krantz – Datos Insights
9:40 – 9:45 AM
Break
9:45 – 10:10 AM
Talent, Roles, and the Knowledge Gap: Preparing the Workforce for AI
Meredith Barnes-Cook – Datos Insights  |  Owen Williams, Group CIO – Ascot  |  Dave Patel, CIO – FCCI
10:10 – 10:35 AM
Expanding the Data Foundation: Unlocking Semi-Structured and Unstructured Data
Subhasis Mukherjee – Datos Insights  |  Dan Bodnar – Skyward Specialty Insurance  |  Nikolai Lukin – SBLI  |  Steve Smith – UE.org
10:35 – 10:45 AM
Movement Break
10:45 – 11:05 AM
Introduction to InsTech and a discussion on the top technology and investment trends in the UK/US specialty market
Robin Merttens – InsTech  |  Chris Eberly – Datos Insights
Rethinking Core System Modernization: Speed, Risk, and Architectural Trade-offs
Paul Mattern & Laurel Jordan – Datos Insights  |  Tanya Nobile – Knights of Columbus
11:05 – 11:25 AM
Underwriting Workbenches as the New Operating Layer: From Concept to Execution
Meredith Barnes-Cook – Datos Insights  |  Sam Santiago – Swiss Re
Agentic AI in 2026: Where Are You Willing to Let Systems Act?
Paul Mattern & Laurel Jordan – Datos Insights  |  Steve Fay-Cosman – Sun Life
11:25 – 11:45 AM
Beyond Pilots: Navigating the Uncertain Path to Agentic AI
Carey Geaglone – Datos Insights  |  Kyle Galloway – SECURA
When Innovation Outpaces Oversight: Managing AI Risk in a Shifting Regulatory Landscape
Paul Mattern & Laurel Jordan – Datos Insights  |  Corey Haskell – Farm Bureau Insurance of Michigan
11:45 AM – 12:45 PM
Networking Lunch
12:45 – 1:10 PM
Making Research Work: How Technology Leaders Embed Advisory Into Their Strategy
Lindsay Aenchbacher & Carrie Thomas – Datos Insights  |  Erin Selfe – Pennsylvania Lumbermens Mutual  |  Michael Stango – A.I.M. Mutual
1:10 – 1:20 PM
Introduction to Spotlights
Mitchell Wein – Datos Insights
1:20 – 1:25 PM
Movement Break
1:25 – 1:45 PM
Evolution of Life PAS to Full End-to-End Platforms: What's Realistic and What Isn't
Paul Mattern & Laurel Jordan – Datos Insights  |  Grace Apea – Equisoft  |  Steve Fay-Cosman – Sun Life
Jumping on the Intelligent Document Ingestion Wave: From OCR to Decision Enablement
Tim Baum – Datos Insights  |  Zaheer Hoda – Cytora
Agentic AI as an Operating Model Shift for Insurance in P&C
Subhasis Mukherjee – Datos Insights  |  MEA
1:45 – 1:50 PM
Movement Break
1:50 – 2:10 PM
Embedding AI into Underwriting & Claims Workflows to Drive Measurable Outcomes
Meredith Barnes-Cook – Datos Insights  |  David Kuhn – ValueMomentum
The Power of Orchestration: Transforming Onboarding with Agentic AI
Laurel Jordan & Paul Mattern – Datos Insights  |  Bobbie Shrivastav – Solvrays
P/C Underwriting Workbenches as the New Operating Layer: From Concept to Execution
Carey Geaglone – Datos Insights  |  Sandeep Haridas – Intellect Design  |  George Glavas – Lightspeed
2:10 – 2:15 PM
Movement Break
2:15 – 2:35 PM
Real-World Core Modernization Journeys in Life Insurance, Annuities, and Group Benefits: Execution Paths and Measurable Outcomes
Chris Eberly & Paul Mattern – Datos Insights
Real-World Experiences with Agentic AI & Coding
Tim Baum – Datos Insights  |  Rob Jiang – PwC
Governing Intelligence at Scale: Risk, Regulation, and Trust
Meredith Barnes-Cook & Mitchell Wein – Datos Insights
2:35 – 3:15 PM
Networking Break
3:15 – 4:00 PM
Intelligent Disbursements: When AI Decides, Who Pays — and How Fast?
Meredith Barnes-Cook – Datos Insights  |  Tom Powers – InvoiceCloud
Underwriter Workbench - where decision support and autonomous execution co-exist.
Robin Merttens – InsTech  |  Balaji Jayakumar – PwC
Claims Transformation in Life Insurance: AI-Powered Triage, Assessment, and Settlement
Laurel Jordan & Caitlin Simmons – Datos Insights  |  Manny Johl – Plaid
Policy Servicing and Customer Experience Transformation in Life Insurance, Annuities and Group Benefits
Paul Mattern & Jack Krantz – Datos Insights  |  Nicolette Kontor – Verisk
4:00 – 4:10 PM
Movement Break
4:10 – 4:55 PM
Beyond the Core: Modern Underwriting Workbench, Key with Skinny Policy Administration Systems
Subhasis Mukherjee & Jack Krantz – Datos Insights  |  Eli O'Donohue – Convr
Buy vs Build in 2026: Has AI changed the calculus?
Carey Geaglone – Datos Insights  |  Martin Higgins – Centric Consulting
Building the Modern Underwriting Workbench: Platforms, Integration, and Scale
Meredith Barnes-Cook & Tim Baum – Datos Insights  |  Gayle Herbkersman – Sapiens
Evolution of Life Insurance PAS to Full End-to-End Platforms: Extending the Core Without Replacing It
Paul Mattern & Laurel Jordan – Datos Insights
Enabling Agentic AI at Scale: Rethinking the Human–AI Operating Model
Mitchell Wein & Caitlin Simmons – Datos Insights
4:55 – 6:00 PM
Cocktail Reception
6:15 – 8:00 PM
Networking Dinner
All sponsor representatives may attend
Thursday, April 23, 2026 — Insurance Carriers Only
8:00 – 9:00 AM
General Breakfast
Women's Breakfast: Women in Insurance Technology: Building Community, Opportunity, and Impact
Meredith Barnes-Cook & Caitlin Simmons – Datos Insights
9:00 – 9:30 AM
Bloomberg Expert – Insurance Industry Trends
Matthew Palazola – Bloomberg Intelligence
9:30 – 9:35 AM
Movement Break
9:35 – 10:20 AM
Pragmatic Transformation Under Legacy Constraints in Life, Annuities, and Group Benefits
Chris Eberly & Laurel Jordan – Datos Insights
Understanding and Advancing Data Maturity Across the Enterprise
Jack Krantz & Mitchell Wein – Datos Insights
The Intelligent Insurer Operating Model
Tim Baum – Datos Insights
Real-World P/C Core Modernization Journeys
Carey Geaglone & Rachel Kelly – Datos Insights
Governing Intelligence at Scale: Where Policy Meets Operating Reality
Meredith Barnes-Cook & Paul Mattern – Datos Insights
10:20 – 10:40 AM
Networking Break
10:40 – 11:25 AM
The Path to CIO: Skills, Experiences, and Career Inflection Points
Meredith Barnes-Cook & Subhasis Mukherjee – Datos Insights
Underwriting Workbenches in P&C: What's Working and What's Next
Carey Geaglone & Rachel – Datos Insights
Assessing Cyber Maturity: From Controls to Operational Resilience
Jeremy Bergsman – Datos Insights
Accelerated Underwriting and Workbench Transformation in Life Insurance
Paul Mattern & Laurel Jordan – Datos Insights
Real-World Experience with Agentic AI — Early Deployments
Mitchell Wein – Datos Insights
11:25 – 11:30 AM
Movement Break
11:30 AM – 12:00 PM
Datos Insights Discussion & Closing Remarks
Jeremy Bergsman & Kavitha Venkita – Datos Insights
Head of US P&C Insurance Research
Bloomberg Intelligence
Grace Apea
AVP, Product Marketing & Market Insights
Equisoft
Dan Bodnar
Chief Information and Technology Officer
Skyward Specialty Insurance
Elliott Bundy
Chief Marketing Officer
mea Platform
VP, Technology – Retail Insurance
Sun Life
Kyle Galloway
Vice President, Software Engineering
SECURA Insurance
Sandeep Haridas
EVP and Insurance Business Head
IntellectAI
Corey Haskell
Director of Technology & Enterprise Architecture
Farm Bureau Insurance of Michigan
Gayle Herbkersman
Head of North America P&C Insurance Platform Business Unit
Sapiens
Martin Higgins
National Insurance Practice Lead
Centric Consulting
Zaheer Hoda
Head of North America
Cytora
Balaji Jayakumar
Director, Insurance Practice
PwC
Rob Jiang
Director, Core Insurance Transformation and Enabling Technology Practice
PwC
Manny Johl
Insurance Lead
Plaid
Nicolette Kontor
Director, Emerging Solutions PO
Verisk
VP, Chief Information Officer
SBLI
Tanya Nobile
Sr. Director, Enterprise Solutions Delivery
Knights of Columbus
Eli O'Donohue
Head of Data and AI Solutions
Convr
Dave Patel
EVP and Chief Information Officer
FCCI Group
Tom Powers
Senior Vice President, Enterprise Operations
InvoiceCloud
Erin Selfe
Sr. Vice President of Information Technology
PLM
Bobbie Shrivastav
Co-Founder & CEO
Solvrays
Steve Smith
Head of IT
United Educators Insurance
Michael Stango
Director of Information Technology
A.I.M. Mutual Insurance Companies
Owen Williams
Chief Information Officer
Ascot Group
Picture of Kavitha Venkita

Kavitha Venkita

Chief Executive Officer
Datos Insights

Picture of Chris Eberly

Chris Eberly

Head of Insurance Insights
Datos Insights

Picture of Jeremy Bergsman

Jeremy Bergsman

Chief Delivery Officer
Datos Insights

Picture of Lindsay Aenchbacher

Lindsay Aenchbacher

Account Director
Datos Insights

Picture of Carrie Thomas

Carrie Thomas

Account Director
Datos Insights

Picture of Mitchell Wein

Mitchell Wein

Executive Principal
Datos Insights

Picture of Meredith Barnes-Cook

Meredith Barnes-Cook

Senior Principal
Datos Insights

Picture of Carey Geaglone

Carey Geaglone

Senior Principal
Datos Insights

Picture of Tim Baum

Tim Baum

Senior Principal
Datos Insights

Picture of Paul Mattern

Paul Mattern

Senior Principal
Datos Insights

Picture of Laurel Jordan

Laurel Jordan

Senior Principal
Datos Insights

Picture of Subhasis Mukherjee

Subhasis Mukherjee

Senior Principal
Datos Insights

Picture of Jack Krantz

Jack Krantz

Advisor
Datos Insights

Picture of Ashley Lee

Ashley Lee

Advisor
Datos Insights

Picture of Caitlin Simmons

Caitlin Simmons

Advisor
Datos Insights

Picture of Kate Wade

Kate Wade

Strategy & Market Insights Leader
Datos Insights

Picture of Rachel Kelly

Rachel Kelly

Senior Associate
Datos Insights

Picture of Robin Merttens

Robin Merttens

Executive Chairman
InsTech

Join us as a strategic partner in advancing how insurers design, govern, and operationalize intelligence. Engage directly with industry leaders as they redefine operating models, technology architectures, and decision making in the age of AI. 

This chance doesn't come around every day.

We’re talking about not just a seat at the table, but the opportunity to connect with the right industry leaders, showcase your brand, and contribute to the dialogue around the future of insurance technology.

What can you expect from sponsorship?

Hear what our sponsors have to say.

We’re talking about not just a seat at the table, but the opportunity to connect with the right industry leaders, showcase your brand, and contribute to the dialogue around the future of insurance technology.

Create your vision.​

Our sponsorship packages encompass multiple ways to engage with attendees, increase brand awareness, and showcase your organization’s capabilities. Select one sponsorship option or combine them to configure a customized sponsorship package that aligns with your priorities and budget.

Roundtable Discussion

Co-moderate a 45-minute roundtable discussion with a Datos Insights advisor and an intimate group of insurance executives on a critical topic.

Collaborate with Datos to frame key talking points around attendees’ top priorities and your expertise.

Innovation Spotlight

Join one of your insurance customers on stage to showcase how your solution helped them achieve business results in a brief case study.

Work with Datos to frame the presentation in a way that resonates with your target audience.

Networking Reception

Elevate your brand as the exclusive sponsor of a conference-wide networking reception concluding the main conference day.

Ensure your company is top of mind as attendees make new connections and plan their next move.

All sponsorship packages include:

Passes for two senior leaders to attend one full day of content sessions and networking opportunities, including an offsite dinner with attendees

Access to exclusive Datos Insights research and data to inform your strategy and messaging 

Promotion of your company as a sponsor before, during, and after the event.

But, that’s not all.

Reach out to our team at [email protected] to customize your sponsorship package and join these incredible companies in shaping the future.

Centric is a business consulting and technology solutions company that has been around for 25 years and we are building a company that will be here for 100 more. We have created a company culture that embraces big thinking and small details, providing enterprise impact through local delivery. We have the crucial conversations, we ask the hard questions and we look at problems from all angles. Centric was founded because we wanted to be different in the way we approached relationships with our clients, people, families and community. Our highest priority is in building lifelong relationships with clients based on trust, respect and collaboration. We believe that Centric’s Core Purpose says it all: “We create unmatched experiences for our clients and employees”.

Cytora, an Applied Systems company, is the pioneer of agentic AI applied to commercial insurance workflows to digitize and automate risk workflows at unparalleled levels of performance, configurability and scalability across the enterprise. With Cytora, commercial insurers uplift their premiums, improve control over risk selection and transform service to brokers and clients.

Convr is an AI underwriting, data, and intelligent document automation workbench. We’re transforming the commercial P&C insurance business with our modular end-to-end underwriting AI decisioning engine that supports each insurer’s precise underwriting objectives. Convr captures the complete digital profile of a business leading to unprecedented precision in underwriting decision-making.

With its modular design, Convr supports specific business use cases at each process and digitization stage of development. Convr has perfected how commercial insurance businesses access, analyze, and interpret risk data with its single, comprehensive, easy-to-use AI workbench built specifically for commercial insurance.

Convr helps underwriters navigate vast amounts of data, uncover opportunities, and enable automations to support the best user experience while increasing written premiums and improving underwriting profitability.

Grounded in a Risk Context Engine — comprised of a commercial insurance ontology, knowledge graph, and semantic layer that powers a multi-line schema — this unique foundation enables Convr to deliver high-performing interactions out of the box with minimal model dependencies showing a holistic view of the risk with ease and confidence.

Commercial insurance organizations including top 20 carriers, MGAs, and Brokers, trust Convr to help them transform their underwriting experience with straight-through processing and more comprehensive data.

Convr’s Underwriting Workbench brings together data, discovery, and decisioning intelligence through its patented AI and context engine to reduce application questions by over 70% and increase underwriting productivity by up to 10x. Learn more about Convr at convr.com.

Founded in 1994, Equisoft is a global provider of advanced insurance and investment digital solutions. Recognized as a valued partner by over 300 of the world’s leading financial institutions, Equisoft offers a complete ecosystem of solutions, from innovative front-end applications to extensive back-office services and unique data migration expertise. The firm’s flagship solutions include SaaS policy administration, CRM, financial needs analysis, financial planning, asset allocation, fund and portfolio analysis, quotes and illustrations, electronic application, agency management systems, as well as customer, agent and broker portals. Equisoft is also Oracle’s largest and most experienced partner for the OIPA platform. With its business-driven approach, deep industry knowledge, innovative technology, and multicultural team of experts based in North America, the Caribbean, Latin America, Europe, Africa, Asia and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption. For more information, please visit www.equisoft.com

InvoiceCloud provides modern digital payment, customer engagement, and outbound disbursement solutions. The company services more than 3,250 customers across the utility, government and insurance industries and is a leader in the electronic bill presentment and payment (EBPP) space. Invoice Cloud’s SaaS platform enables continuous enhancements to the customer experience resulting in higher digital payment, AutoPay, and paperless adoption rates. By switching to InvoiceCloud, clients can improve customer engagement and satisfaction while lowering costs, accelerating payments, and reducing staff workloads.

IntellectAI is the insurtech business unit of Intellect Design Arena, delivering cutting-edge, AI-driven underwriting solutions for Commercial, Specialty, and E&S carriers, MGAs, and brokers. We put underwriters at the center of everything we do. Our “Underwriter First” approach blends embedded and generative AI to enable underwriters to make smarter, faster decisions. Our solutions power the entire underwriting value chain, from automated submission ingestion to data enrichment and sophisticated underwriting and distribution digital ecosystems. The result? Greater efficiency, precision, and profitability, so underwriters can focus on what they do best.

mea

mea Platform delivers an AI-native operating layer for the (re)insurance industry, built to execute work at scale.

Powered by a domain-specific language model trained on insurance data and workflows, and reinforced by a proprietary knowledge graph, mea understands the structure, nuance, and context required to run real operations. It actively executes end-to-end workflows across underwriting, claims, and broking.

mea is deployed globally across carriers, reinsurers, brokers, and MGAs, supporting operations in more than 20 countries and processing over $150bn in transactions annually. Clients use mea to handle high-volume, complex workflows with production-grade accuracy.

With mea in place, submissions arrive structured and triaged, workflows progress with minimal manual intervention, and teams focus on decisions that drive growth and profitability. The impact is direct and measurable: faster cycle times, higher throughput, improved conversion, and operating expense reductions of up to 50%.

mea integrates into existing systems without disruption, operating as an execution layer across the current stack. It works with its own insurance-specific model or alongside general-purpose LLMs, giving firms flexibility while maintaining performance.

For organizations ready to operationalize AI, mea establishes a new model—where execution is automated, outcomes improve, and operations become a source of competitive advantage.

Plaid is a global data network that powers the tools millions of people rely on to live healthier financial lives. Our ambition is to facilitate a more inclusive, competitive, and mutually beneficial financial system by simplifying payments, revolutionizing lending, and leading the fight against fraud.

Plaid works with thousands of companies, including fintechs like Venmo and SoFi, several Fortune 500 companies, and many of the largest banks to empower people with more choice and control over how they manage their money. Headquartered in San Francisco, Plaid’s network spans over 12,000 institutions across the U.S., Canada, U.K., and Europe.

PwC

At PwC, our purpose is to build trust in society and solve important problems. We’re a network of firms in 149 countries with more than 370,000 people who are committed to delivering quality in assurance, advisory and tax services. Find out more and tell us what matters to you by visiting us at www.pwc.com.

Sapiens International Corporation (NASDAQ and TASE: SPNS) is a global leader in intelligent insurance software solutions. With Sapiens’ robust platform, customer-driven partnerships, and rich ecosystem, insurers are empowered to future-proof their organizations with operational excellence in a rapidly changing marketplace. We help insurers harness the power of AI and advanced automation to support core solutions for property and casualty, workers’ compensation, and life insurance, including reinsurance, financial & compliance, data & analytics, digital, and decision management. Sapiens boasts a longtime global presence, serving over 600 customers in more than 30 countries with its innovative SaaS offerings. Recognized by industry experts and selected for the Microsoft Top 100 Partner program, Sapiens is committed to partnering with our customers for their entire transformation journey and is continuously innovating to ensure their success.

Solvrays is an AI-powered platform redefining how insurers, MGAs, TPAs, and ecosystem partners operate in an increasingly complex and digital-first environment. Built to address the challenges of fragmented systems and manual processes, Solvrays enables organizations to streamline operations, orchestrate end-to-end workflows, and scale with speed, precision, and control.

With 9+ AI-powered modules, Solvrays accelerates back-office efficiency and introduces intelligent automation across systems and teams. The platform enhances decision-making through real-time insights while reducing operational friction—empowering organizations to move faster without compromising governance or accuracy.

At the core of Solvrays is a powerful orchestration layer that sits above existing infrastructure, eliminating the need for costly and disruptive system replacements. By connecting disparate technologies and coordinating complex processes, Solvrays creates a unified, intelligent operational environment that drives consistency, visibility, and performance.

What differentiates Solvrays is its ability to combine advanced automation with enterprise-grade human oversight. Every workflow is designed to be not only efficient, but controlled, auditable, and aligned with business objectives—ensuring trust and accountability at scale.

Purpose-built for the insurance industry, Solvrays brings together deep domain expertise and next-generation technology to solve real operational challenges. The result is a more agile, resilient, and future-ready organization—equipped to turn operational complexity into a strategic advantage.

ValueMomentum is a leading solutions provider for the global property and casualty insurance industry. The company helps insurers stay ahead with sustained growth and high performance, enhancing stakeholder value and fostering resilient societies. Having served over 100 insurers, ValueMomentum is one of the largest services providers exclusively focused on the insurance industry.

Verisk is a leading data, analytics and technology provider serving clients in the insurance ecosystem. Using advanced technologies to collect and analyze billions of records, we draw on unique data assets, insurance industry knowledge, and technological expertise to provide valuable solutions that are integrated into client workflows. We offer predictive analytics and decision support solutions to clients in rating, underwriting, claims, catastrophe, life, weather risk, and many other fields.