Innovating Financial Services Operations with VoiceAI

Executive Dinner

May 29, 2025 - New York City, NY

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Visionaries

Ram Narayanaswamy Lloyds Banking Group
Ram Narayanaswamy

VP Transformation

Lloyds Banking Group

Dinner

Lloyds Banking Group is a UK-based financial services company formed from the merger of HBOS and Lloyds TSB in 2009. Lloyds Banking Group is headquartered in London and has several locations spread throughout the UK, along with operations in the US, Europe, the Middle East, and Asia. The main services offered by Lloyds Banking Group are Retail Banking; Commercial; Life, Pensions & Insurance; and Wealth & International. Lloyds Banking Group is also listed on the London and New York stock exchange.

Ibrahim Jackson Ubiquitous Preferred Services
Ibrahim Jackson

Founder

Ubiquitous Preferred Services

Dinner

Ibrahim works with technology, human resource, and other business leaders to develop, upskill, and retool teams of people for next practice leadership in a changing world of work. By providing workshops, coaching, and consulting, with a team of industry experienced professionals, to large-scale enterprises and government agencies, employees are prepared for future opportunities today. Our underpinning Digital Professional Framework governs our people transformation programs with a focus on four key areas: 1. Digital Depth 📱 2. Business Acumen 📊 3. Interpersonal Skills 🤝 4. Social Impact 🌎 Whether transformation, modernization, evolution, or restructuring, all of these changes have a basis for moving the organization forward. Leaders are trusted and relied upon to bring sustainable change to successful completion using competence, appropriate practices, skills, behaviors, and mental models to galvanize people and achieve sustainable change, continuous improvement, and make the most significant impact, so their organization realizes optimal value. TRAINING Our focus on digital and leadership attracts technology leaders and human resource executives working on developing people that need to be ready to lead in an era of emerging technology and where business models are expanding and evolving. We provide standard training, bespoke modules customized to the needs of the organization, modules tailored to the specific business objectives of the organization, and on-demand modules. Our learning journeys are immersive, experiential, and applicable to the particular business challenges our clients have. COACHING While many challenges and opportunities across organizations may be similar, their specific context, focus area, and goals are often unique. Having a coach or executive coach that can be an extension of your brain trust often leads to better decision making, improved results, and career elevation. We use a variety of coaching and group coaching models that help our clients excel at the aforementioned. CONSULTING By pairing our client's institutional knowledge with our broad range of expertise from across many industries, we help leaders tackle today's problems so that they achieve a competitive advantage on their journey towards making a material difference in their business. We perform simple to complex assessments, primary and secondary research, and strategy development where and when needed. When working with us, we own your problem, allowing you to capitalize on the solution's rewards.

Agenda

All times Eastern Time

5:30 PM-9:00 PM

Innovating Financial Services Operations with VoiceAI

Tech leaders have a split agenda when it comes to GenAI: Make the no-regret moves that can deliver value today while investing to build capabilities for the longer term. Voice AI agents are at the forefront of this, transforming service delivery by automating routine, high-volume customer interactions. This shift is turning traditionally manual, costly processes in contact centers into streamlined, scalable, and customer-first operations—achievable today.

Join us to explore the immediate impacts of VoiceAI and virtual assistants within the contact center, and how they set the stage for future innovations. We will discuss how these technologies ensure consistent quality, 24/7 service availability, and deliver new growth levers while also laying the groundwork for a hybrid AI and human workforce, giving your firm ongoing customer loyalty and a competitive advantage.


In Partnership With