Everyone’s investing in CX tech. But here’s the truth—technology alone doesn’t build trust.
In the 2025 State of Cross-Channel Marketing: Financial Services Edition, based on a survey of 150+ financial marketers, 81.1% said they’re investing heavily in customer experience platforms… yet most still struggle to turn that investment into real outcomes.
So we partnered with MoEngage and Treasure Data to go deeper—and now we’re bringing those insights to life in a live panel discussion on May 1 at 10 am PT / 1pm ET.
From AI adoption and personalization challenges to cross-channel execution, we’ll explore what’s working, what’s not, and how leading financial brands are closing the gap.
Join us as we explore:
- Why personalization is a top priority but still a struggle
- How AI is being used (and misused) across the industry
- What it takes to turn CX tech into real customer trust and growth
Expect a no-fluff, insight-packed session with real-world strategies from industry experts.
Speakers
Aditya Vempaty, VP Marketing, North America
Moengage
Amit Erande, GM- AI & Personalization Services
Treasure Data
Akhilesh Kale, Partner – Data and AI Foundations, US FS Lead
Artefact US
Akhilesh (AK) is Partner leading financial services at Artefact, a global data and AI consultancy firm. AK is an advisor to CDAOs, CIOs and business leaders in driving practical & tangible outcomes through data foundations, analytics & AI. Having served the largest global financial institutions, he is passionate about the intersection of financial services and technology. AK frequently shares insights on the future of Data & AI in conferences and forums worldwide.
