The Future of Financial services: Building Better Digital Experiences with AI

How financial services leaders can create AI-ready customer experiences that build trust, anticipate needs and deliver competitive advantage

 

As artificial intelligence increasingly influences how customers discover, evaluate and engage with products and services, the role of customer experience is evolving. Organisations can no longer assume that customers will interact directly with their brand first. Instead, AI is beginning to shape which organisations are recommended, trusted and ultimately chosen. 

 

For financial services organisations, this presents a significant strategic opportunity. Customer experience is shifting beyond optimising individual journeys towards creating experiences that are understandable, credible and valuable within an AI-mediated world. At the same time, organisations are seeking new ways to anticipate customer needs, personalise engagement and strengthen long-term relationships, while ensuring that transparency, trust and responsible AI remain central to every interaction.

 

As a result, senior customer, product and marketing leaders are re-evaluating how customer experience strategies are designed and delivered—exploring how AI can enhance customer understanding, improve decision-making and create more proactive, insight-led engagement across the entire customer lifecycle.

 

Join us to network with your peers and gain practical insights into how leading financial institutions are preparing for the next generation of customer experience. This is an exclusive event and seat numbers are very limited, so apply for your place now.

 

The questions we will explore

 

During the meeting, we will focus on topics such as:

• How is AI changing the way customers discover, evaluate and engage with financial services organisations?
• What does it mean to create customer experiences that are both human-centred and AI-ready?
• How can organisations use AI to anticipate customer needs while maintaining trust, transparency and accountability?
• How should customer experience strategies evolve as recommendation and credibility become increasingly important competitive differentiators?
• What role do customer insight, data and service design play in delivering more proactive, personalised experiences?
• How can organisations balance innovation with responsible AI governance and customer confidence?

Who is invited?

 

This breakfast discussion is designed for senior customer, product and digital leaders responsible for customer experience, customer strategy and customer engagement within financial services organisations. Typical attendees include Chief Customer Officers, Chief Marketing Officers, Heads of Customer Experience, Chief Transformation Officer, Chief AI Officer,  Heads of Product, Head of AI, Heads of Customer Journey, Heads of Client Experience, Head of Transformation, Heads of Channels, Heads of Voice of Customer, Heads of Customer Insights and other senior decision-makers responsible for shaping customer strategy.

 

Be one of 12 senior finance professionals attending this event at the Andaz Hotel, London. For any enquiries, please contact Mergim Begolli on 020 8349 6458 or email m.begolli@business-reporter.co.uk.

 

This sponsored breakfast roundtable is brought to you by PA Consulting and is exclusively for senior executives within qualifying financial services organisations. Registrations from consultants, solution providers or other vendors will not be accepted. To be eligible, you must be employed by a financial services organisation or other qualifying end-user organisation.

 

This event is free of charge to attend.

 

When you register, we will ask you for your corporate email address, which we will share only with the event sponsor(s). Please see our privacy policy for further information.