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Generative AI & CX: A Leadership Forum for Financial Services

Moderated by Lisa Wardlaw in Partnership with Google & Quantiphi

   New York  |     June 11, 2025

 

Join industry leaders for an exclusive fireside chat on how Generative AI is revolutionizing customer experience and employee productivity in Financial Services. Discover how Google Cloud and Quantiphi are driving innovation with AI-powered solutions that enhance customer interactions, streamline workflows, maximize enterprise efficiency and accelerate AI adoption with a unified ecosystem like Customer Engagement Suite and Agentspace.  

Moderated by Lisa Wardlaw, a renowned digital transformation leader and AI strategist, this session features distinguished experts from Google and Quantiphi. Engage with industry peers, gain firsthand insights, and explore how you can leverage AI to redefine CX and employee productivity.

Plus, unlock the opportunity to participate in a fully funded workshop to craft your transformation roadmap.

Kimberly Agin

Kimberly Agin

Head of Business Performance and Enablement, Voice & Chat Automation
KeyBank

Bhaskar Kalita

Bhaskar Kalita

Global Head-Financial Services and Insurance

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Mehul Shah

Mehul Shah

Head of Customer Engineering

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Lisa Wardlaw

President &
Founder

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Hitesh

Hitesh Wadhwa

Head of AI GTM,
Financial Services

 

Why Attend?

  • Strategic AI Insights
    Learn from real-world AI execution and walk away with a practical roadmap for AI implementation.
  • Peer Engagement
    Connect with other C-Suite executives navigating AI challenges.
  • Quantiphi Case Studies
    Gain insights into AI’s economic impact and scalability in BFSI.
  • Unforgettable Experience
    Experience a luxurious rooftop networking event that brings together technology, business, and hospitality.

 

Event Agenda

Welcome Reception
02:30 – 02:45 PM
  • Kick off the afternoon by networking over welcome drinks.
Opening Remarks & Agenda Overview
02:45 – 03:00 PM
  • Michelle Olson (Market Acceleration Lead, Google) & Biplab Mahadani (Industry AI Lead, Quantiphi) will set the stage for the evening
Keynote: Reshaping Customer Engagement & Revenue Growth with GenAI
03:00 – 03:30 PM
  • Presented by Hitesh Wadhwa, Head of AI GTM, Financial Services, Google
    Explore how GenAI and Agents are transforming financial services with real-world impact.
Panel Discussion: Interactive conversation with leaders from Google Cloud, Quantiphi, and KeyBank
03:30 – 04:15 PM
  • Discover how financial institutions are breaking data silos for a unified customer view, boosting sales and service with AI agents, building trust through security and compliance, measuring ROI, and scaling AI solutions. Gain insights into navigating the GenAI landscape to drive real business impact.
Networking & Cocktails
04:15 – 06:00 PM
  • End the day with an exclusive evening designed for senior leaders to connect, converse, and gain valuable insights from subject matter experts.

Secure Your Spot

This exclusive meetup is invite-only with limited seats, and we would love for you to be a part of it. Secure your spot today to engage with industry leaders and help shape the future of AI-driven decision-making in BFSI.

Register Now

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Forrester

Named a Leader in the Forrester New Wave TM Computer Vision Consultancies, Q4 2020

Nelson-Hall

Named as an Innovator for Intelligent Automation in Banking, 2021

IDC

Leader in the IDC MarketScape: Worldwide AI IT Services, 2021