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

Executive Dinner

June 18, 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.
Melanie Otersen Euroclear
Melanie Otersen

Transformation Leader

Euroclear

About Me

Melanie Otersen is a Transformation Leader at Euroclear, with a career spanning PwC and ING Belgium. She brings deep expertise in financial services transformation, helping organisations navigate complexity with clarity and purpose. Known for her people-first approach and drive to turn ambitious goals into measurable outcomes, Melanie empowers teams to reimagine processes and accelerate meaningful change. Melanie Otersen ist Transformation Leader bei Euroclear und blickt auf eine Karriere bei PwC und ING Belgium zurück. Sie verfügt über fundierte Fachkenntnisse im Bereich der Transformation von Finanzdienstleistungen und unterstützt Unternehmen dabei, komplexe Herausforderungen mit Klarheit und Zielstrebigkeit zu meistern. Bekannt für ihren menschenorientierten Ansatz und ihr Bestreben, ehrgeizige Ziele in messbare Ergebnisse umzusetzen, befähigt Melanie Otersen Teams dazu, Prozesse neu zu gestalten und sinnvolle Veränderungen voranzutreiben.

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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.

Together With

Pegasystems
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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!

Tory Knapp

Director of Strategic Accounts, IL Enterprise

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Recently updated my "event vendors I will NEVER work with again" list, DM me if you're interested in the names and stories. On the other hand, I want to recommend Nelson Soares and C-Vision International who are true partners to our success, and I really enjoy working with. Happy to also share the great list of vendors we liked, as there are many of them, and we've recently had the pleasure of joining wonderful events, which we immediately renewed.

Lior Yaari

CEO and Co-founder

Martin

The day was awesome and the evening exceeded my wildest expectations. I've never been to a dinner like that where a table with 12 CIOs/CISOs was focused exclusively on Netskope. Just fantastic.
Thank you for including me!
I look forward to the next time we have the opportunity to meet

Martin tePoele

Regional Sales Manager

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I had the pleasure of joining the C-Vision International, Nordics CISO Council Roundtable with a wonderful group of cyber executives. We had a wonderful, insightful conversation and the whole experience was enjoyable. I made great new contacts and reconnected with existing contacts on really important topics that matter to CISO’s and all in cybersecurity. I’d highly recommend joining in any C-Vision event.

Connie McIntosh

Head of Security Assurance & Head of Solution Security

Maarten Ectors

Intimate, immersive experiences provided by a group of individuals always available to support our needs. Fantastic organization and very high-level executives. The promise was delivered!

Maarten Ectors

Chief Innovation Officer

Bjorn Watne

C-vision's events combine relevant topics with a suitable audience. I found great value at my last attendance, and would definitely consider upcoming events.

Bjørn R. Watne

SVP & CISO

Larry Whiteside

A group very focused in bringing diversity to the discussion table

Larry Whiteside Jr.

CISO

Jeff Vinson 1

I love the engaging format of the councils. Very high level discussions and never a sales pitch. The C-Vision staff members are amazing.

Jeffrey Vinson

SVP CISO

Allison Miller

A very warm welcome and interesting speakers. I was very pleased to be among such a dynamic group.

Allison Miller

CISO

Paige Adams

The process was very well organized by C-Vision. Perfect organization, honest and authentic speakers of high level.

Paige Adams

Group CISO