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FSI Executive Luncheon Series: Reshaping Customer Value Proposition With GenAI and Data-driven Automation

In today's FSI market, customers expect personalized relationships beyond transactions. It's why 73% of the industry has adopted some personalization, with new AI advancements in generative AI offering new ways to engage customers. Yet, the latest research shows that advanced personalization, like microsegment-based and 1:1 personalization, remains out of reach.

Join us at this FSI Executive Luncheon Series seminar, developed by CDOTrends, Adobe and EPAM, to learn how leading FSIs do personalization differently. Hear Adobe and EPAM industry experts join leading practitioners to discuss:

  • Key trends impacting customer expectations in financial services
  • Why generative AI is such a disruptive force in FSI
  • Real-world examples of AI-driven personalization across engagement channels
  • How FSIs can build out their tech stack and data architecture to support today and future AI developments that bring personalization to a new level
  • What FSIs need to do to centralize governance while enabling AI-powered experiences across business units and geographies
  • Best practices for balancing personalization and security in a regulated industry

You'll come away with new ideas and innovative strategies to delight customers, accelerate growth and remain relevant.

Event Details


Friday, December 8, 2023


12:00 - 2:30 PM (Lunch will be served)


Island Shangri-La, Admiralty, Hong Kong


Elvis Yan
Chief Marketing Officer
UA Finance

Herbert Lam
Head of Digital Sales & Acquisition
Standard Chartered Bank

Clement Quek
Digital Strategist, Asia Pacific

Panos Archondakis
Global Head, Banking and Wealth Management
EPAM Systems

Seats are limited for this exclusive session. Reserve your spot today here or email Usha G at [email protected].