Financial services of the future: Boost trust, productivity, and revenue with compliant AI

Executive Dinner

April 23, 2026 - Frankfurt, Germany

Visionaries

Steve Morgan Pegasystems
Steve Morgan

Senior Banking Industry Market Lead

Pegasystems

About Me

Steve Morgan is Senior Banking Industry Market Lead at Pega, where he helps financial institutions navigate digital transformation challenges. With over 30 years of experience across retail, commercial, and private banking, he brings deep expertise in customer experience optimization, operational efficiency, and regulatory compliance. Steve has held leadership roles at major banks as ANZ or and consulting firms like Capgemini, driving strategic initiatives that deliver measurable business outcomes. He specializes in helping banks leverage intelligent automation and AI to enhance customer engagement and streamline operations. Steve Morgan ist Senior Banking Industry Market Lead bei Pega und unterstützt Finanzinstitute bei der digitalen Transformation. Mit über 30 Jahren Erfahrung im Retail-, Commercial- und Private Banking bringt er umfassende Expertise in Kundenservice-Optimierung, operativer Effizienz und regulatorischer Compliance mit. Steve hatte Führungspositionen bei großen Banken wie ANZT und Beratungsunternehmen wie Capgemini inne und trieb strategische Initiativen voran, die messbare Geschäftsergebnisse lieferten. Er spezialisiert sich darauf, Banken durch intelligente Automatisierung und KI zu helfen, die Kundeneninteraktion zu steigern.

April 23, 2026

Agenda

All times Central European Time

6:00 PM - 9:30 PM

Financial services of the future: Boost trust, productivity, and revenue with compliant AI

You're invited to an evening of exclusive networking for financial services leaders. Alongside fellow guests and expert speakers, you'll dive into the wealth of possibilities for AI and automation to transform your organization's reputation from the inside out. We'll explore strategies for building best-in-class agility, compliance, and experiences alongside seamless operations. Can we book you a seat?

Banks and insurers stand on the precipice of a revolution led by compliant AI. Market leaders are already harnessing cutting-edge business orchestration and automation technologies (BOAT) to unify data safely and compliantly, all while improving productivity and experience thanks to advanced AI. According to Forrester, this translates into massive customer service gains, including 30% reductions in call volumes and $2.5 million in savings per 100 customer service reps annually. Using this approach, leading financial institutions have achieved remarkable results: Banco Santander reduced time to deliver mortgages to just seven days, while Rabobank dropped fraud losses from millions to thousands, and armed their investment arm with speech analysing AI that's revolutionised the way they onboard and train analysts, while Zurich Santander transformed their claims operations to deliver faster, more accurate outcomes. At this unique event, you'll learn how you can do the same.


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