The Future of Banking CX – Shaped by Agentic AI
An initiative by
Overview
Despite years of investment in omnichannel platforms, chatbots, and analytics, most enterprises still struggle with fragmented customer journeys, shallow personalization, and overburdened frontline agents. CX remains largely reactive—responding to issues after they occur rather than anticipating customer intent.
Agentic AI marks a fundamental shift in how organizations design and deliver customer experience.
Unlike traditional AI or GenAI copilots that assist on command, agentic AI systems are autonomous, context-aware, and goal-oriented. They can plan, decide, act, and collaborate across systems—continuously optimizing customer journeys with minimal human intervention.
In this exclusive roadshow, Ambit will showcase how enterprises can move from reactive CX models to proactive, intelligent, and self-optimizing customer engagement using agentic AI.
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
Anand Iyer
CTO/ CIO,
ICRA
Mathew Panat
CTO
HDB Financial Services Ltd.
Who Should Attend
- CIOs, CTOs, and Chief Digital Officers
- Heads of Customer Experience & Customer Operations
- Contact Center & Service Transformation Leaders
- Enterprise Architects & Platform Leaders
- AI, Data, and Automation Decision-Makers
Venue
Hotel Taj Santacruz
off, Western Express Highway, Domestic Arpt Rd, nr. Chhatrapati Shivaji, Navpada, Mumbai, Maharashtra 400099
