Part of the Banking Transformation Series:

Europe:  London | May 18-19, 2027  |  USA:  Charlotte, NC | November 9-10, 2026  |  Asia:  Singapore | Returning 2027

Press releases & whitepapers

Insights and Resources from the Summit and Our Partners

Reports, whitepapers, articles and announcements from the sponsors of Banking Transformation Summit USA. Everything in one place.

November 9–10, 2026 Charlotte, NC
Partnership Opportunities

From Our Sponsors

Reports, whitepapers, press releases and studies from the partners shaping the conversation in Charlotte this November.

Report OutSystems

The state of AI development in banking and financial services 2026

Banking leaders are ahead of the market in agentic AI maturity. Here is what 320 financial services IT leaders told us about the strategies, governance frameworks, and customer experiences shaping the agentic enterprise.

Report Auditrol

Governing the Machine

With no prescriptive US standard for generative and agentic AI, institutions have to set their own governance standard and prove it works. Covers four trends, a control mapping to the NIST AI Risk Management Framework, a reference architecture and a five-step action plan.

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Case study DataEconomy.ai

Investigating Suspicious Activity with Knode

A global bank case study on AML investigations, showing how Knode supports the investigation of suspicious activity.

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Overview DocStudio

DocStudio for Banks and Credit Unions

How DocStudio automates creating, routing, approving and signing documents, with links into core banking, CRM and lending systems to cut manual effort and simplify audit preparation.

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Press release Auditrol

Auditrol Named a Disruptor in Agentic AI in Chartis Research RiskTech100® 2027

Chartis Research has named Auditrol a Disruptor in Agentic AI in its RiskTech100® 2027 report, the annual benchmark of risk technology providers. Announced September 24, 2026.

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Overview DocStudio

DocStudio for Salesforce: Document Management & e-Signature

Document management and e-signature that runs inside Salesforce, built to speed up processes and reduce errors.

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Case study DataEconomy.ai

From Shared Big Data to Domain-Owned Lake Houses

How a bank with several risk domains moved off a shared Cloudera platform that had become a bottleneck, onto separate domain-owned lakehouses built on a common stack.

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Sponsors get their reports, whitepapers and announcements showcased to senior banking and credit union leaders ahead of the summit.