Trending
AI Virtual Summit
Intersection of Customer Experience
& AI in Financial Services
Thursday, July 30, 2020 | 10:00 AM – 12:00 PM EST

Objective

Customer Experience (CX) and Artificial Intelligence (AI) will play a very critical role as we transition to the “new norm”. Banks and financial institutions will need to adapt or speedup the utilization of AI and its capabilities. The intersection between CX and AI will be more important than ever. AI solutions such as conversational BOTs will need to be more than just process flows but will need to utilize machine learning, analytics and NLP to provide the CX customers will expect. Customers engagement with bank brands has changed forever. AI will power this new human behavior shift and what financial services firms need to incorporate for each of their channels to stay relevant.

This summit will focus on how customer experience and behavioral shifts along with AI as the gate keeper in the cross roads of a customer’s journey. We will present viewpoints from accredited market analysts, a leading behavior science agency, executives from the industry, and fin-techs that are enabling this new paradigm all powered by AI. Please join us for this amazing journey to be taken, enabled, and powered by the next gen CX /AI solutions.

This summit will largely focus on discussions around

  • Embracing Digital Innovations such as Automation, AI and RPA initiatives and adapting to change.
  • The relation between customer experience and customer journey - the impact of behavioral science.
  • How AI solutions will become bigger players in the client engagement (not just conversational but end to end customer centric focus with human intelligence).
  • How TechM & and its portfolio companies are working with organizations to drive CX / AI capabilities, both in the physical and digital landscape.
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Agenda

July 30, 2020
Welcome and MC

The AI revolution is taking hold at a break neck speed, much like any revolution it will bring about behavioral and lasting change. Mr. Rahul Bhuman will set the stage for the AI summit and act as MC. He will provide his insights in the overall AI landscape and the CX expectations.

By Rahul Bhuman

Time : 10:00 AM - 10:05 AM
Keynote Address

As a senior management at Tech Mahindra Mr. Sriniketh will provide an overview on how Tech Mahindra is leading the AI revolution for its clients. He will focus on how the banking segment is using AI and CX and adapting to consumers behaviors on how they interact with banks. Insights will be provided from retail banking, cards and payments, wealth management, and consumer finance. Every business line of a bank will be impact by AI in the “new norm”.

By Sriniketh Chakravarthi

Time : 10:05 AM - 10:15 AM
Trends and Insights – AI in Financial Services

Mr. Justin Hoppermann, an Analyst at Forrester will focus on banking technology, applications, and architecture to help clients make the right decisions in a fast-changing market. He will outline how AI will play a critical role in digital banking engagement platforms, digital end-to-end solutions, digital banking platforms, and forward-looking architectures.

By Jost Hoppermann

Time : 10:15 AM - 10:35 AM
Customer Speak - Citibank

Amanda Wiltshire-Craine, Managing Director and Chief Operating Officer for US Consumer Banking Operations will discuss how prior investments in digital solutions have positioned Citibank well and how their customer behavior and preferences may shift post-COVID. She will also share insights on how Citibank has been digitizing the servicing model, as well as investing in improving the end to end customer experience at their journey level which cuts across channels.

By Amanda Wiltshire-Craine

Time : 10:35 AM - 10:50 AM
Impact of behavioral changes in Financial Services With “AI in Action” (The CX Journey)

Mr. Ravi Pandikunta will demonstrate solutions (driven by Artificial Intelligence, smarter, context-aware and data-driven) from Tech Mahindra for the improved user engagement, financial control, foresight, wellbeing, anticipate customer needs and suggest next-best actions to drive better customer experience and a greater share of wallet for the bank. It helps to Anticipate and avoid potential issues whilst improving financial management through insights from AI.

By Ravi Pandikunta

Time : 10:50 AM - 11:00 AM
Panel Discussion-Future of Financial Services with CX and AI in focus

Panel discuss with leading executives on where they see AI headed and what their organizations are doing. How should CX play a role with the intersection. This is an open forum to discuss view options, trends, hurdles, and though leadership in the CX / AI revolution.

Moderator : Michael Kirkpatrick – MadPow | Panelist : Mike Meriton - EDM Council, Jost Hoppermann – Forrester Research and Naren Dukkipati – Mastercard

Time : 11:00 AM - 11:45 AM
Customer Experience powered by Conversational AI

Mr. Shantanu from Creative Virtual will showcase how customer experience will be enhanced with conversational platforms (live demo). No longer the days of simple chatbots but a fully integrated platform to cater to the needs of the customers. From retail banking to wealth management, see how conversional AI is being utilized by major banks with the help of natural learning processing (NLP) and machine learning (ML).

By Shantanu Purandare

Time : 11:45 AM - 11:55 AM
Wrap

By Rahul Bhuman

Time : 11:55 AM - 12:00 PM

Our Speakers

Rahul Bhuman
Head of AI Business Development
Tech Mahindra
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Rahul Bhuman

Head of AI Business Development Tech Mahindra

Head of AI Business Development and Strategy. With more than 15 years of experience, Rahul has held roles across investment, sales, corporate strategy and software development. He has Masters in Computer Science and an MBA.

Sriniketh Chakravarthi
SVP & Head of BFSI & Enterprise Alliance
Tech Mahindra
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Sriniketh Chakravarthi

SVP & Head of BFSI & Enterprise Alliance Tech Mahindra

Sriniketh Chakravarthi is the SVP & Head of BFSI & Enterprise Alliance, North America. Sriniketh has over two decades of technology services, digital transformation and entrepreneurial experience in the IT consulting and outsourcing industry. Most recently, he led the Banking and Financial Services Business unit in North America for Cognizant. He has led multiple enterprise wide initiatives to build Digital transformation capability across several areas. . He has written and has also been a speaker at multiple industry conferences including Money2020 and the FT Roundtable for Banking.

Jost Hoppermann
Vice President – Banking Applications
Forrester Research
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Jost Hoppermann

Vice President – Banking Applications Forrester Research

Jost is the Vice President, Banking Applications & Architecture at Forrester Research. Jost focuses on banking technology, applications, and architecture to help clients make the right decisions in a fast-changing market. He helps banks understand the key dynamics of the banking applications market and make smart decisions. He focuses specifically on digital banking front ends (digital banking engagement platforms) and the banking back end (including core banking), digital end-to-end solutions, digital banking platforms, and forward-looking architectures like digital core banking and digital banking platform architecture. Jost also helps banks prepare and execute digital banking transformation programs. Further, he leads research into the business and technology aspects of banking in the future, particularly banking in 2023 and 2030.

Jost has been a featured speaker at many industry events, including Banking Management Conference, European Banking Forum, SIBOS, and the Polish Bank Association’s conference. He has been quoted in industry and business publications, including American Banker, Bank Director, Economic Times, Handelsblatt, Independent Banker, The New York Times, and The Wall Street Journal. He has also been a jury member for The Banker’s Tech Project Awards. Jost was named IIAR Software Analyst of the Year in 2017.

Amanda Wiltshire-Craine
Managing Director and Chief Operating Officer for US Consumer Banking Operations
Citibank
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Amanda Wiltshire-Craine

Managing Director and Chief Operating Officer for US Consumer Banking Operations Citibank

Amanda Wiltshire-Craine is Managing Director and Chief Operating Officer for US Consumer Banking Operations at Citibank. She’s responsible for an operating budget of $1Bn+ and performance of end-to-end operations including Customer Service, Core Operations, Collections & Recovery, and Know Your Customer. She leads a team of nearly 9,000 direct employees across the US, in addition to partner-managed staff in the Philippines, India and Latin America. Amanda is based in New York City. Prior to joining Citi, Amanda worked at American Express for over eight years in roles of increasing responsibility. These roles spanned from Marketing to Product Management and Operations, culminating in her final position as Head of Servicing for the Global Prepaid Group.

Shantanu Purandare
Country Head
Creative Virtual India
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Shantanu Purandare

Country Head Creative Virtual India

Shantanu Purandare heads up Creative Virtual India. He has a development and sales background and has been in the information technology industry for over 20 years. Prior to Creative Virtual, Shantanu was responsible for solution deliveries, and later business development, for the health, education and aviation sectors within the UK for a global software development company. He has a Masters in Information Technology from RMIT Australia, and a Masters in Business Administration from IIM Kozhikode in India. Having developed language compilers in the early part of his career, he is a developer at heart. He continues to be intrigued by innovative solutions that impact our daily lives, and looks forward to contributing towards making a positive impact on people and businesses.

Ravi Pandikunta
Head of AI-CoE, NA
Tech Mahindra
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Ravi Pandikunta

Head of AI-CoE, NA Tech Mahindra

Ravi Pandikunta, Head of AI-CoE, North America. With 2 decades of experience in digital transformation, innovation, accelerating strategies to unlock opportunities, optimize processes and uncover cost savings using AI-Powered solutions. Expertise in Consultative selling, Enterprise Architecture, Product Evaluation & fitment, business requirements mapping, Next Gen automation/digital solution strategy. Ravi and his team focused on the AI adaption in various business processes, evangelization and accelerated use cases discovery and solutions development.

Michael Kirkpatrick
SVP – Financial Services
MadPow, A TechM Company
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Michael Kirkpatrick

SVP – Financial Services MadPow, A TechM Company

Mike is part of the leadership team at Mad*Pow, a strategic design consultancy that leverages the psychology of motivation to create innovative experiences for a diverse collection of clients. Mike has a career in UX, but now leads the Financial Services practice at Mad*Pow helping steward transformation projects for fortune 100 clients.

Mike Meriton
Co-Founder
EDM Council
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Mike Meriton

Co-Founder EDM Council

Mike Meriton is a Co-Founder of the EDM Council and served as the first Chairman and active Board member since inception in 2005. Mike joined in 2015 as a Senior Advisor, promoted to COO in 2020, to lead Industry Engagement strategy, new member services and Council Operations. Previously, Mike was the CEO of GoldenSource and held key executive roles at CheckFree (Fiserv), D&B and Oracle.

Naren Dukkipati
VP, Global Customer Care – Platform development and AI
Mastercard
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Naren Dukkipati

VP, Global Customer Care – Platform development and AI Mastercard

Naren Dukkipati VP, Global Customer care manages multiple Technology platforms, overseeing the Architecture & Innovation focused on providing superior customer experience through automation and self-servicing capabilities. Recent experience includes automation in key areas in the customer domain resulting in improved speed to market, accuracy and customer satisfaction leveraging Artificial Intelligence, Natural Language Understanding & Robotic Process Automation. In the past, Naren has led the digital transformation of Mastercard’s B2B customer portal and has also served as a Director, Enterprise Architecture for several key initiatives.

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