AI Agents Assemble: how to conduct the AI orchestra to unlock service excellence in Financial Services

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AI Agents Assemble: how to conduct the AI orchestra to unlock service excellence in Financial Services

Thursday, 15 May 2025

18:30  to  22:00 

Address

The Langham
1C Portland Place
London
W1B 1JA
United Kingdom

INDUSTRIES: Financial Services

EVENT TYPE: Club Dinner

OVERVIEW

Four in five customers say the experience you deliver is as important as the products you sell. Accurately personalised service is now a must-have.

Intelligent agents have the potential to revolutionize customer engagement, even in heavily regulated industries like FS. How? By automating tasks, making informed decisions, completing business processes autonomously and interacting intelligently with each and every customer.

Your data is the critical resource to drive this, requiring excellence in collection, consent and activation to deliver real growth. By leveraging 1PD, AI can drive insights based on real-time customer behaviour, tailor product discovery and content, and fuel conversion, retention and lifetime value.

But it’s as important to know what the AI agent can’t or shouldn’t do. So how is it done right?

AUDIENCE

Join us to exchange opinions and ideas with Financial Services leaders approaching shared challenges.

Combining structured business discussion with free-form networking over fine food and wine, the event will be independently facilitated and will leave you with fresh insights, robust practical examples and powerful new connections.

With a perspective from Merkle and Salesforce

AGENDA

18:30 – 19:00 – Arrival & Aperitif

Meet your peers and get to know each other over a welcome drink

19:00 – 21:30 – Dinner & Discussion

Fine dining, fine wine and fine discourse form the perfect menu.

21:30 – 22:00 – Coffee & Digestifs

Conversations continue over coffee and a selection of digestifs

22:00 – 22:30 – Carriages

Homeward bound

LOCATION

The Langham

1C Portland Pl,

London W1B 1JA