Carlo Appugliese

As organizations prepare for 2027, the conversation is shifting from building AI to operating AI, and customers are where the difference shows first. Every interaction now tests whether your organization can understand who a customer is, what they need in the moment, and how to act on it right away, whether a person or an AI agent is on the other side. Meeting that bar takes more than powerful models and access to data. It depends on a trusted foundation of real-time context that lets people and AI agents make informed decisions, resolve issues, and work together to deliver experiences customers value. Yet many data environments were built to report on customers after the fact, not to supply the live contextual intelligence needed to personalize, anticipate, and act across every channel.

Join fellow financial services leaders over lunch for a practical session on what comes next in trusted intelligence, contextual decision-making, and agentic customer experience. We'll look at how leading organizations turn data into actionable customer context, connect insight to execution at every touchpoint, and put governance in place so humans and AI agents can serve customers securely, responsibly, and at scale. Enjoy a great meal and come away with ideas you can use and new peer connections as you shape your 2027 strategy for AI, data, and customer experience.