Agenda Day 1

8:00 am - 9:30 am Registration

Registration, Breakfast & Networking

8:30 am - 8:45 am Welcome & Introduction from the Chair

Chair: Paul Sims - Advisor, Equal Experts
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Chair: Paul Sims

Advisor
Equal Experts

8:45 am - 9:15 am Leveraging AI and Data to Deliver Smarter, More Personal Customer Experiences at Scale

Ian Plummer - Chief Customer Officer, Auto Trader

As customer journeys become increasingly complex, retailers are under continued pressure to deliver seamless, relevant and intuitive experiences across every touchpoint. AI and data-driven technologies promise to deliver this at scale—but the real question is: how can brands harness these tools without compromising on efficiency, trust, engagement and relevance?

In this keynote, Ian Plummer explores how a major digital marketplace leverages massive data scale to remove consumer friction, empower its retail partners, and build ecosystem trust.

- How utilising a foundation of robust, scaled data allows platforms to move past AI buzzwords and deliver predictable, high-value outcomes.

- Using AI and conversational insights to move beyond rigid search criteria, improving product discovery and connecting buyers with more relevant options faster.

- Empowering the wider ecosystem by translating consumer behavioural insights into intelligent, predictive data tools that help retail partners identify high-intent demand.

- Balancing automated, scalable digital journeys with transparent, low-friction interactions that build long-term consumer confidence and trust.

- Why the future of customer excellence requires industries to break down data silos and embrace collaborative partnerships to keep experiences simple and easy to navigate.


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Ian Plummer

Chief Customer Officer
Auto Trader

9:15 am - 9:45 am SPONSOR PRESENTATION: How to Build Voice AI Agents That Actually Work

Catheryn Li, Co-Founder & CEO of Simple AI, shares how her team designs, builds, and deploys enterprise-grade AI phone agents for iconic businesses like DoorDash and Omaha Steaks.

In this masterclass, she'll walk through the real-world process:

- Getting started and writing effective evaluation frameworks to QAing conversations and cloning lifelike voices that align with your brand brand.

- Uncovering practical techniques and hard-won lessons from deploying production agents at scale that sound realistic and drive measurable business results.




Networking

9:50 am - 10:20 am One-to-One Business Meetings

9:50 am - 10:20 am THINK TANK: Redefining Loyalty in an Agentic Commerce Era
Chair: Paul Sims - Advisor, Equal Experts

Data from Salesforce shows that nearly 40% of consumers (and more than 50% of Gen Z) already use AI for product discovery. As this shift accelerates, how is your brand’s loyalty reflected when a customer’s shopping mission is being undertaken by an agent?

Do you have access to this discovery data to help build a true 360° view of your customer? And how can you personalise when you’re no longer fully in control of the journey?

- If we’re moving towards an autonomous era where agents can purchase on customers’ behalf, what role does loyalty actually play?

- What is loyalty or brand to an agent, and can the emotional equity built with customers be reproduced through agentic commerce?

- What happens to loyalty when the agent acting for your customer is operated by a competitor?



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Chair: Paul Sims

Advisor
Equal Experts

10:25 am - 10:55 am One-to-One Business Meetings

11:00 am - 11:30 am One-to-One Business Meetings

11:00 am - 11:30 am THINK TANK: Harnessing Agentic Commerce to Stay Visible & Competitive in an AI-Driven Shopping Future

As AI agents begin to shop, search, and make decisions on behalf of consumers, brands face a fundamental shift. After all, how do you control the customer experience when you’re no longer in control?

Is this a threat to the customer journey – or the start of a new opportunity?

• Building an understanding of agentic commerce across teams to prepare your organisation for a shift in search and shopping
• How is AI changing search results? How do retailers influence these agents whilst protecting their brand?
• Evolving SEO into GEO by optimising brand and product data for AI and search engine discovery

11:35 am - 12:05 pm PANEL DISCUSSION: Balancing AI with the ‘Human Touch’ to Deliver Customer Service Excellence

Deborah Honig - Former Chief Customer Officer, Samsung UK & Ireland

As AI evolves at breakneck speed and pressure mounts to adopt AI for efficiency, it’s tempting to use it across every part of customer service. But anyone who has ever called a contact centre knows the frustration behind the phrase ‘I just want to speak to a human’.

• How do retailers find the balance between speed, scale and cost effectiveness whilst still delivering excellent customer service?
• Enhancing the boards understanding of AI in customer service to ensure its value is not over-estimated
• Designing escalation paths that blend AI efficiency with timely human intervention

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Deborah Honig

Former Chief Customer Officer
Samsung UK & Ireland

Lunch & Networking Break

12:05 pm - 12:35 pm SPONSOR PRESENTATION: Reinventing customer experience with AI agents: Delivering fast, human service at scale

Following a wave of change in customer expectations, this session takes you inside the AI transformation journey of some of the UK's favourite brands - from replacing legacy chatbots to launching an AI agent that blends speed, empathy, and brand voice. Hear how retailers and the
Sierra teams partnered to modernise service operations under ambitious timelines, integrating AI that learns from every interaction and scales across markets.

  • Building a roadmap to turn customer service from a cost center into a driver of loyalty and lifetime value
  • Lessons learned from migrating off legacy chatbot infrastructure and launching a new AI agent in weeks
  • How to balance automation and empathy to create faster, more human experiences at scale


12:40 pm - 1:10 pm One-to-One Business Meetings

12:40 pm - 1:10 pm THINK TANK: Selecting the Right AI Solutions for Your Business to Optimise Cost Effectiveness & Future-Proof Your CX Strategies

With the explosion of AI tools promising to transform customer experience, the question isn’t whether to invest, it’s where, how and why. Selecting the right partner has never been more important, but most leaders are paralysed by choice and under pressure to select the best partner, yesterday.

• Clarifying AI use-cases and business needs to cut through vendor noise and prevent costly investment in tools that don’t solve the right problems
• Discussing how to select AI solutions for seamless integration into legacy systems
• Honing your strategies for creating a robust AI roadmap that accelerates decision making

1:15 pm - 2:05 pm Networking Lunch

Networking Break

2:05 pm - 2:35 pm One-to-One Business Meetings

2:05 pm - 2:35 pm THINK TANK: Overcoming Platform Limitations to Ensure a More Responsive, Customer-Centric Business

In today’s fast-moving digital landscape, businesses often find themselves constrained by evolving technologies, fragmented platforms, and legacy systems that can’t keep pace. The question isn’t whether to replace everything, but how to extract the most impact from what you already have.

• Identifying where legacy platforms are holding your CX back
• Partnering with neutral experts to maximise your current stack
• Integrating legacy platforms strategically to ensure seamless transformation

2:40 pm - 3:10 pm FIRESIDE CHAT: Managing the Impact of Digital Transformation to Minimise Customer Frustration & Protect Loyalty

Adrian Evans - Head of Digital Product Customer Commerce, B&Q Plc

Re-platforming is essential for long-term growth, but it can easily disrupt customer journeys and stall delivery if not managed carefully.

The right implementation and support can help to accelerate delivery, so the transformation strengthens the customer experience rather than eroding loyalty.

• Uncovering tactics for influencing leadership to actively endorse the replatforming initiative to ensure teams remain aligned throughout the process
• Confirming cross-functional teams understand the positive impact the process will have on their work too
• How can you work around competing priorities that slow progress?

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Adrian Evans

Head of Digital Product Customer Commerce
B&Q Plc

3:10 pm - 3:40 pm SPONSOR PRESENTATION: Using Technology to Power Loyalty at Scale & Increase Lifetime Customer Value

As loyalty evolves from a marketing initiative to a growth engine, proving the ROI of your loyalty programme has never been more important – without numerical proof it's near impossible to secure further investment.

Powering loyalty at scale demands the intelligent use of technology to understand behaviour, analyse and personalise journeys and drive measurable increases in LTV.

• Quantifying the financial impact of retention vs acquisition

• Using data to predict LTV and demonstrate the revenue unlocked through smarter, scalable loyalty

• Selecting the most impactful loyalty programme technology based on your customer's needs to ensure every penny spent is delivering a measurable return

3:45 pm - 4:15 pm One-to-One Business Meetings

3:45 pm - 4:15 pm ROUNDTABLE: Revisiting the Fundamentals & Unlocking Quick Wins to Strengthen Customer Loyalty Whilst Remaining Lean
Natalie Dunn - Director of Customer Experience, Sainsbury's

In a climate where budgets are tight and customer expectations are rising, strengthening loyalty doesn't always require major investment – the most impactful improvements often start with revisiting the fundamentals.

By focusing on operational excellence, rather than expensive gimmicks, brands can deepen loyalty, drive repeat engagement and stay lean whilst still delivering on the moments that matter.

• How can you use existing data more intelligently to uncover simple,actionable insights to drive retention without major spend?

• Increasing operational efficiency to remove everyday frustrations that quietly erode loyalty

• Revisiting the fundamentals of customer experience to spot quick, inexpensive fixes that meaningfully improve satisfaction


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Natalie Dunn

Director of Customer Experience
Sainsbury's

4:20 pm - 4:50 pm One-to-One Business Meetings

4:55 pm - 5:25 pm LIGHTNING DEBATE

Take part in a high-energy, interactive benchmarking session where you’ll respond to a series of divisive, quick-fire statements by physically positioning yourself from ‘strongly agree’ to ‘strongly disagree’.

See where your peers stand on the most controversial CX and retail topics being discussed across the entire Exchange - and discover whether you’re leading the thinking, following the crowd or standing alone.

• Has retail gone too far? Personalisation overload, over-generous returns, and the fine line between convenience and excess
• Fighting AI with AI? How retailers should respond to AI-driven complaints and automation backlash
• Experience vs efficiency: Do chatbots frustrate more than they help, and are we optimising cost at the expense of customer trust?

5:25 pm - 5:55 pm Turning First Party Data into Customer Intelligence to Uncover Friction Points, Personalise Experiences & Strengthen Loyalty

Matt Walburn - Customer Executive Director of Marketing and E-Commerce, A.S. Watson UK (Superdrug & Savers)

Retailers are rich in first-party data but poor in customer intelligence.

Signals from surveys, reviews, service interactions, and social channels often sit in siloes - analysed in isolation and rarely translated into action. This
session explores how brands can unify fragmented feedback into a single intelligence layer that reveals real customer needs, exposes friction across
the journey, and powers personalisation that strengthens loyalty and makes retention faster and more cost-effective.

• Uncovering how to consolidate and automate feedback from multiple first-party sources to create a unified view of customer needs and friction points
• Leveraging categorisation, tagging and pattern recognition to separate noise from high-impact issues at an individual and cohort level
• Turning customer intelligence into clear, cross-functional actions that improve experiences, deepen loyalty and drive measurable change

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Matt Walburn

Customer Executive Director of Marketing and E-Commerce
A.S. Watson UK (Superdrug & Savers)

5:55 pm - 6:25 pm CHAMPAGNE ROUNDTABLES

Whilst a problem shared does not always mean a problem halved, but in the right room, a solution can be found. Each table will discuss shared challenges around the outlined topic and consider how they could overcome the issues put before them.

The concept of this session is not just to provide an outcome, but to give ideas and direction to the issue at hand, offer alternative perspectives, challenge existing ways to deliver outcomes and deliver food for thought.

Roundtable 1: Accessibility in CX

Roundtable 2: AI Search Optimisation

Roundtable 3: Driving Engagement with Loyalty Schemes



6:25 pm - 6:30 pm Chairperson's Closing Remarks

Chair: Paul Sims - Advisor, Equal Experts
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Chair: Paul Sims

Advisor
Equal Experts

6:30 pm - 8:30 pm Networking Drinks