Date

Dec 18 2025

Time

5:00 pm - 5:00 pm

The Future of Banking CX – Shaped by Agentic AI

Redefining Customer Engagement for Fintech

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Redefining Customer Engagement for Fintech

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Redefining Customer Engagement for Fintech

Redefining Customer Engagement for Fintech

An initiative by

Overview

A new intelligence is reshaping the world of finance. Not one built merely on data, but on understanding. Not one that just automates, but that learns, reasons, and acts.

Agentic AI is redefining what customer experience means in banking — transforming every interaction into a moment of intelligence and intent. It’s the shift from process-driven service to purpose-driven engagement, where technology doesn’t just respond; it anticipates.

The Future of Banking CX – Shaped by Agentic AI, presented by Financial Express in partnership with Ambit Software and SugarCRM, is an exclusive platform that explores how this new wave of AI innovation is powering smarter, more human financial ecosystems.

Through compelling insights, success stories, and conversations that matter, the event will spotlight how solutions like nexaFIN powered by SugarCRM are helping financial institutions move beyond traditional CRM — towards ecosystems of intelligence that connect data, empathy, and decisions in real time.

Join us as we decode the future of customer experience — where banking becomes predictive, personal, and profoundly intelligent.

Discussion Points

The evolution of Agentic AI and its impact on the financial CX ecosystem

Building autonomous customer engagement workflows in fintech

Enhancing CRM intelligence with next-gen AI and automation

nexaFIN powered by SugarCRM – transforming CX for BFSIX ecosystem

Overcoming data silos to achieve unified, contextual customer insights

Real-world success stories of AI-driven digital transformation

Speakers

Akshay Jain

Group Chief Financial Officer, Mensa Brands

Deepak Rastogi

CFO,
Puravankara

Dnyanesh Nadkarni

Director- Applications,
Oracle India

Gaurav Jain

Director,
Operations Finance, Amazon India Stores

Gopala Ramanan

Vice President & JAPAC Controller, Oracle India

Kaushik Sarkar

Senior Vice President, CFO & Board Member, Bosch India

Nikhil Gupta

VP-Finance, OLA Electric Mobility Private Limited (Bengaluru, IN)

Radhika Venugopal

CFO, OnMobile Global Limited (Bengaluru, IN)

Ranganthan S (Ranga)

Chief Financial Officer, Automotive Axles Limited

Saraswathi Venkatraman

Board Member, Director – Finance and Controlling (CFO) India, MANN+HUMMEL Group

Shushil Thaker

CFO, Avanti Finance Private Limited

Soundar Raj

CFO, NXP India Private Limited

Stitha Nayak

Principal Sales Consultant, India Solution Engineering, Oracle Cloud Applications

Subhasis Gupta

Chief Financial Officer, Hitachi Energy Technology Services Private Limited

Vineet Sharma

Director of Finance, EMIDS Technologies Private Limited (Bengaluru, IN)

Vinod Prabhu

Vice President and Head ERP, Global Services Centre, Oracle

Who Should Attend

Venue

JW Marriott Hotel

Chhatrapati Shivaji International Airport, IA Project Rd, Navpada, Vile Parle East, Vile Parle, Andheri, Mumbai, Maharashtra 400099

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