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AGENTS AT WORK: Redefining Customer Experience & Banking Decisions with Agentic + Generative AI

CXO Bespokes Dinner - San Francisco, USA

AGENTS AT WORK:
Redefining Customer Experience & Banking Decisions with Agentic + Generative AI

This invitation-only roundtable brings together senior U.S. banking executives and AI leaders shaping the future of customer experience. The evening will explore how agentic AI and generative AI are transforming customer interactions, hyper-personalization, relationship management, decision support, and operational efficiency across all banking segments.

Participants will share strategies for scaling AI from pilot projects to enterprise-wide adoption—balancing innovation with regulatory expectations, transparency, and human oversight. The goal: to define the roadmap for next-generation customer experience in U.S. banking.

EVENT DETAILS

Date:
12th February 2026
Timings:
6:30 PM to 10:00 PM
Venue and Location:
San Francisco, USA

Key Topics

Agentic AI for Customer-Centric Banking Operations:

Autonomous servicing workflows, personalized decisioning, proactive engagement, and real-time support.
Generative AI for Hyper-Personalized Customer Experience:

Using LLMs for intelligent conversations, customer sentiment insights, tailored financial recommendations, and contextual engagement.
Balancing Innovation with Compliance:

Ensuring explainability, fairness, and governance across AI-driven customer interactions, aligned with OCC/Fed/CFPB guidelines.
Delivering Predictive & Proactive Banking:

Anticipatory service, real-time financial guidance, and proactive risk or opportunity alerts.
Enabling CX Innovation with Legacy Modernization:

Integrating CX AI with existing systems, overcoming data silos, and powering real-time omnichannel experiences.
Responsible AI and Customer Trust:

Bias mitigation, continuous monitoring, and human oversight in customer-facing AI agents.
Future of Autonomous CX in Banking:

Next-generation customer journeys, AI-embedded channels, personalized advisory, and intelligent virtual assistants.

AGENDA

  1. 18:15 – Registration and Networking Drinks Reception

  2. 19:00 – Welcome and Opening Remarks by Sponsor

  3. 19:10 – Presentation by Industry Expert: “Agentic & Generative AI: Elevating Customer Experience Across U.S. Banking.”

  4. 19:30 – Panel Discussion: “Redefining Banking Decisions and Customer Experience with Agentic & Generative AI”

  5. 20:00 – Dinner Served

  6. 20:45 – Sponsor Spotlight Presentation: “Generative AI: Driving Smarter Decisions and Enhanced Customer Experience in Banking”

  7. Exploring LLMs for analytics, scenario planning, and hyper-personalized customer interactions.

  8. 21:00 – Q&A Session and Best Practices Discussion

  9. 21:10 – Coffee, Desserts, and Networking

  10. 21:45 – Closing Remarks

Panel Discussion: Focuses on...

Hyper-personalization across retail, wealth, and business banking

AI-powered conversational experiences for enhanced engagement

Real-time customer decision support across channels

Combining human expertise with AI in hybrid service models

Ensuring transparency, trust, and ethical AI governance

Establishing CX governance and scaling AI for enterprise-wide adoption

Complimentary Passes:

Complimentary passes are available to banking delegates holding the following job titles, including but not limited to:

CEO, CIO, CTO, COO, Chief Digital Officer, Chief Customer Officer, Chief Innovation Officer, Chief Data & Analytics Officer, Chief Risk Officer, Chief Compliance Officer, Chief AI Officer.

Additionally, global heads, SVPs, EVPs, VPs, and directors in the following areas are eligible:

Conversational AI, Generative AI, Agentic AI, Artificial Intelligence, Machine Learning (ML), Data Science, Responsible AI, Advanced Analytics, Digital Banking, Digital Transformation, Digital Operations, Strategy, Customer Experience, Innovation, Digital Strategy & Innovation, Journey Transformation & Customer Experience Strategy, Innovation Labs, Digital Delivery & Customer Experience, Digital Solutions/Digital Channels, Product Management, Digital Experience, Omni- Channel, Banking Technology, Risk Management, Compliance, AI Governance, Operations Transformation, and Automation.

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