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Revolutionizing Onboarding: How Agentic + Generative AI Transform Customer Acquisition in Banking

CXO Bespokes Dinner - amsterdam

Revolutionizing Onboarding:
How Agentic + Generative AI Transform Customer Acquisition in Banking

CXO Bespokes cordially invites you to an exclusive evening of networking, fine dining, and visionary discussions with senior banking executives, technology leaders, and customer experience experts.

This intimate dinner will explore how Agentic and Generative AI are redefining customer onboarding and acquisition in the banking sector. Participants will discuss how autonomous AI agents and generative intelligence are transforming workflows — automating onboarding, enhancing personalization, predicting bottlenecks, and driving operational efficiency — while maintaining compliance, trust, and customer satisfaction.

Join your peers to uncover practical strategies and share insights on next-generation onboarding experiences powered by AI.

EVENT DETAILS

Date:
25th March 2026
Timings:
6:30 PM to 10:00 PM
Venue and Location:
Amsterdam

Key Topics

Autonomous Personalization: AI agents analyze and act on individual customer data, delivering hyper-personalized onboarding experiences.

Autonomous Personalization: AI agents analyze and act on individual customer data, delivering hyper-personalized onboarding experiences.
Generative Communication: Generative AI crafts tailored onboarding messages, guidance, and educational materials in real time.

Generative Communication: Generative AI crafts tailored onboarding messages, guidance, and educational materials in real time.
Proactive AI Agents: Intelligent agents anticipate customer needs, schedule appointments, answer queries, and escalate issues seamlessly.

Dynamic Document Handling: AI processes, validates, and manages documents autonomously.
Predictive Problem Solving: Continuous learning identifies bottlenecks and ensures smooth onboarding journeys.

Staff Enablement: AI-driven tools provide frontline teams with real-time insights, training, and operational support.
Collaborative Innovation: Share best practices and strategies for implementing AI-driven onboarding frameworks.

Future Outlook: Explore how Agentic + Generative AI represent the next frontier of customer acquisition in banking.

AGENDA

  1. 18:15 – Registration and Networking Drinks Reception

  2. 18:50 – Welcome & Introduction by Host/ Sponsor

  3. 19:00 – Presentation by Industry expert

  4. 19:20 – Panel Discussion: "Revolutionizing Onboarding: How Agentic + Generative AI Transform Customer Acquisition"

  5. 20:00 – Dinner Served

  6. 20:15 – Spotlight Presentation by Sponsor: “From Automation to Autonomy: Enhancing Onboarding with Agentic + Generative AI"

  7. 20:35 – Q&A and Best Practices Discussions

  8. 20:45 – Coffee, Desserts & Networking

  9. 21:45 – Closing Remarks

Panel Discussion: Focuses on...

Deploying Agentic AI for autonomous onboarding workflows and operational efficiency

Leveraging Generative AI to create personalized communications, guidance, and customer interactions

Leveraging Generative AI to create personalized communications, guidance, and customer interactions

Balancing AI autonomy with human oversight to ensure trust and regulatory compliance

Scaling AI solutions from pilot programs to enterprise-wide customer acquisition systems

Using predictive insights and continuous learning to anticipate bottlenecks and improve conversion rates

Integrating AI-driven onboarding with existing banking systems for seamless customer experiences

Complimentary Passes:

Complimentary passes are available to banking delegates holding the following job titles:

C-Suite Executives: CEO, CIO, CTO, COO, Chief Risk Officer (CRO), Chief Compliance Officer (CCO), Chief Security Officer (CISO/CSO), Chief Digital Officer (CDO), Chief Customer Officer (CCO), Chief Innovation Officer (CInO), Chief Data & Analytics Officer (CDAO), Chief AI Officer (CAIO)

Global Heads, SVPs, EVPs, VPs, Directors in: AI & Technology: Agentic AI / Autonomous Systems, Generative AI / Large Language Models (LLMs), Artificial Intelligence & Machine Learning (AI/ML), AI Strategy, Implementation & Governance, Data Science & Advanced Analytics, Synthetic Data & AI Simulation

Security & Compliance: Cybersecurity & Threat Intelligence, Fraud Risk Management, Regulatory Compliance / Risk Governance, Operational Resilience, Privacy, Ethics & Explainable AI

Digital & Transformation: Digital Banking / Fintech Innovation, Digital Transformation & Strategy, Platform / Banking Technology, Automation & Intelligent Process Transformation, AI-driven Customer Onboarding

Customer & Experience: Customer Trust & Engagement, Experience Strategy / Journey Transformation, Omni-Channel Banking Experience, Generative AI for CX, Personalization & Hyper-Personalization Trust
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