Explore how leading financial institutions are redefining customer experience transformation using AI-driven engagement strategies. Learn about the new rules of engagement and the financial opportunity to getting this right.
Visionaries
Dmitry Binkevich
Global Head of Industries
Qualtrics
Tej Luthra
Global Head - Data & AI | Specialists Solutions Architecture | AWS Industries
AWS
Ilana Boyum
XM Solutions Strategist
Qualtrics
Max Waldron
Partner
Bain & Company
Nicki Brooks
Director, Global Segment Marketing Lead, Data & Research
S&P Global
Alessandro Petroni
Head of Quality Engineering - Fraud Payment Services
The Clearing House
Agenda
November 18, 202512:30 PM-1:20 PM
Lunch & Registration
1:20 PM-1:30 PM
Opening Remarks
1:30 PM-2:15 PM
The New Economics of Customer Experience in Financial Services
Speaker
Max Waldron
Partner
Bain & Company
2:15 PM-3:15 PM
Accelerating CX Innovation: AI-Powered Experience Management in Action
Learn how Fiserv leverages AWS's machine learning capabilities and Qualtrics' experience management platform to unlock deeper customer insights and drive personalization at scale.
Speakers
Tej Luthra
Global Head - Data & AI | Specialists Solutions Architecture | AWS Industries
AWS
Ilana Boyum
XM Solutions Strategist
Qualtrics
3:15 PM-3:30 PM
Networking Break
3:30 PM-4:15 PM
Orchestrating Enterprise-Wide CX Transformation
Senior leaders share practical strategies for driving organizational change, breaking down silos, and creating a customer-centric culture. Discussion will focus on overcoming common barriers and measuring transformation success.
Chair
Dmitry Binkevich
Global Head of Industries
Qualtrics
Speakers
Tej Luthra
Global Head - Data & AI | Specialists Solutions Architecture | AWS Industries
AWS
Ilana Boyum
XM Solutions Strategist
Qualtrics
Max Waldron
Partner
Bain & Company
4:15 PM-4:30 PM
Final Thoughts
4:30 PM-5:30 PM
Cocktail Reception
Together With
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What Our Community Says
Visionary
I cannot thank you enough for putting up such a fabulous show. I genuinely applaud all the efforts that goes to pull off such an event. Plus the presentation format of the speakers, demos, and forums by AWS and Oracle was absolutely engaging. It was one of the best industry-led technical expositions I attended in recent times. Hats off!
Partner
Attended the C-Vision International CISO Dinner last night and to sum it up in one word, 'Wow!' Incredibly well-moderated discussion and investigation into different viewpoints. I appreciate the openness of all the attendees to share their unique experiences and perspectives. I learned a lot, had a ton of fun, and look forward to further events like this.
Visionary
Yesterday I attended a lovely CISO networking dinner about ransomware, organized by C-Vision International in partnership with Illusive. Thank you for the great discussions and the whole organization.
Partner
We have been partnered with C-Vision for over a year and have participated in several executive roundtables associated with major cloud hyperscalers. The audience CVision can bring is world-class, and the events are executed flawlessly. Our partnership has resulted in several new digital transformation engagements with Fortune 100 firms. We look forward to continuing.
