Join us for an exciting event focused on FSI for Marketing, Sales and Client Relationship on April 24th.
Financial Services is at an inflection point, where AI and data aren’t just enhancing strategies but fundamentally redefining how institutions engage, compete and grow.
This intimate gathering of senior decision-makers and industry leaders will explore how AI is transforming financial services marketing, unlocking new value across customer engagement, business growth and operational efficiency.
Together, we’ll engage in a dynamic discussion on:
- AI & Data-Driven Sales & Marketing: How AI is transforming customer acquisition, retention, and personalization. What’s next in sales & marketing using Gen AI & Agents?
- AI-Powered Client Experience: From hyper-personalization to intelligent agents, how AI enhances client relationships?
- Regulation & Responsible AI: How can financial institutions balance innovation with compliance and trust ?
This exclusive discussion will be an opportunity to exchange insights with industry peers and discover cutting-edge AI strategies shaping the future of financial services.
Agenda:
- 08:30 – 09:00 | Breakfast & Introduction
- 09:00 – 09:45| Keynote & Discussion
- 09:55 – 10:00 | Networking & Wrap Up
Speakers
Hortense Viard, Partner – Financial Services Lead – Regulatory, Risk and ESG
Artefact US
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.
Adam Davis, Partner – Financial Services Lead – Data Management and Markets Data
Artefact US
Abdul Zamerli, Partner – Financial Services Lead – Growth and AI
Artefact US
