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

Executive Dinner

April 23, 2026 - Frankfurt, Germany

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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.

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

Discover how AI and automation can elevate your organization from the inside out; strengthening agility, compliance, customer experience, and operational excellence. Banks and insurers are entering a new era powered by compliant AI, with market leaders leveraging business orchestration and automation technologies (BOAT) to unify data securely while driving measurable gains in productivity and service. According to Forrester, organizations are seeing up to 30% reductions in call volumes and $2.5 million in annual savings per 100 service reps.

Leading institutions are already proving what’s possible: Banco Santander cut mortgage delivery times to seven days, Rabobank reduced fraud losses from millions to thousands while transforming analyst onboarding with AI-driven speech analytics, and Zurich Santander modernized claims to deliver faster, more accurate outcomes. Join us to learn how you can achieve similar results.


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