Cybercrime is projected to cost the global economy £12 trillion this year and the threat landscape facing financial services is escalating faster than ever. Despite cybersecurity being identified as a critical growth industry, the sector faces a severe talent gap, with millions of cyber roles unfilled globally.
For BFSI leaders, the challenge is twofold: strengthening defences against increasingly sophisticated attacks while continuing to deliver seamless, trusted customer experiences. Drawing on real-world incidents and emerging approaches, this session explores how organisations can rethink cyber resilience, talent and strategy without compromising CX.
• How the cybercrime threat landscape in BFSI is evolving and where institutions remain most exposed
• What understanding hacker behaviour and attacker psychology can reveal about strengthening defences
• How to protect customers and sensitive data without introducing friction or damaging trust
• New and innovative approaches to cyber-risk mitigation, skills development and talent pipelines
In financial services, trust is built - or lost - in seconds. Yet most marketing teams still rely on lagging data to optimize journeys that have already ended. This session explores how real-time behavioral intelligence enables marketers to identify intent as it happens, remove friction in high-value journeys, and convert engagement into measurable growth - without compromising trust or compliance.
• Learn how real-time behavioral intelligence helps teams reduce friction, prevent drop-off, and build trust at scale:
• Why delayed insight causes missed conversion moments in critical BFSI journeys
• Moving from campaign optimization to in-journey marketing decisions
• Real-world examples of BFSI brands increasing conversion, retention, and lifetime value by acting at customer speed
The fastest-growing financial brands aren’t guessing what customers want next - they’re responding while it still matters.
AI, data and personalisation promise step-change improvements in customer experience, yet many CX leaders still struggle to answer the board’s simplest question: what has this actually changed?
This think tank explores why traditional CX ROI models break down, and how leading organisations are reframing ROI around decisions, behaviours and trust, not just metrics and dashboards.Through peer discussion, we’llidentify practical ways CX leaders can connect investment to outcomes that resonate at board level.
Customer experience in financial services is shaped as much by back-office operations processes as by frontline support, with smooth onboarding, effective KYC, financial crime prevention, and seamless payments just as high on customer priority lists. To deliver on these expectations at scale, learn how Wise - serving 15 million + customers globally - shows how AI can copilot with financial crime teams, payment flows, onboarding & KYC - as well as bring exceptional customer contact experiences - and bring operational efficiency while protecting customer trust. The trade off between cost, quality, and speed is no longer a trade off - you can have your cake and eat it too.
Uncover the measurable impact AI can have and walk away with practical insights on embedding it responsibly as this case study explores:
When AI enters the front line of customer support, the impact extends well beyond cost reduction to fundamentally reshape the customer experience.
Drawing on a recent AI agent deployment, this session shares first-hand learnings from Gradient Labs on how AI was embedded into mission-critical support journeys, and why success depended as much on process design and operating model alignment as on the technology itself.
• Understand what real AI ROI looks like in regulated customer support environments and why measurable value can be delivered far faster than many organisations may expect
• Learn how to deploy AI agents effectively by addressing underlying process and operating model gaps before scaling automation
• See how UK financial services organisations operating in highly regulated environments can directly link AI deployment to CX outcomes, cost efficiency and enterprise-wide scale to demonstrate tangible, CX-led impact
As technology continues to transform customer experience, growing in importance is predicting and demonstrating how these investments translate into measurable improvements aligned with C-level objectives.
Drawing on Lloyds’ experience within its IPI businesses, this session explores how combining customer service excellence with effective technology and AI implementation can deliver tangible business impact.
As customer expectations evolve, digital-first banks are challenged to move faster, think smarter and continually deliver experiences that serve both retail and business customers alike. This session explores how one online bank is finding ways to meet shifting needs of their customers amid changing economic conditions - from entrepreneurs to everyday consumers – hear a leadership perspective on:
• The ‘why’ and ‘how’ to embedding customer-centric decision-making in company culture
• Keeping a finger on the pulse of customer needs and expectations and reacting in a targeted way to enhance experience and customer outcomes
• What smarter, data-led strategy can to acquire and engage customers more effectively
With customers’ perceptions often diverging from product realities, how can financial institutions design digital experiences that truly meet customers where they are? This discussion examines how to create transparent, ethical and accessible journeys that close the gap between expectation and experience – and moving beyond theory to strengthen commercial team buy-in to customer-first design principles. Discussing the ‘how to’ towards:
• How can UX frameworks ensure customers experience is received as seamless & intuitive?
• How can we better understand the psychology behind customer beliefs to identify and address misconceptions across online customer journeys?
• How can CX and commercial teams be aligned to merge ‘right by the customer’ with ‘right by the business’?
As organisations adopt AI to power customer experiences, the challenge is ensuring these systems act fairly, transparently, and in the best interests of customers. This session explores how to harness AI by being clear on the benefits it brings to the customer and knowing which initiatives are worth pursing.
Watermelon is a Voice of the Customer company. We analyse millions of pieces of feedback every year, turning insight into action and strategic direction.
But we faced a challenge. Customer experience data only tells part of the story.
Long before someone becomes a customer, they’ve already formed opinions about a brand. Reputation, advertising, word of mouth and expectations all shape how a brand is perceived and experienced, with 81% of consumers say they need to trust a brand before they even consider making a purchase.
Our clients wanted to move beyond touchpoint-level metrics to understand the commercial reality of their customer experience: where they sit in the market, how they compare with competitors inside and outside their sector and which investments they need to make to drive growth.
To answer this, Watermelon developed the Canvas Index - a pioneering benchmarking study that brings together customer experience and brand perception to reveal what’s really driving brand performance.
In this session, Watermelon will share the thinking behind the Canvas Index, explain how it works and share some early insights from the first wave of results launched in January.
With a ‘customer first’ philosophy at its core, learn how Tandem Bank pairs product and customer service excellence to power their growth journey as a digital bank. This session explores how Tandem Bank is building the operational and cultural foundations for sustainable expansion, with a customer focus, scalable infrastructure and data-driven insights turning customer signals into meaningful action:
• How customer signals and sentiment data are guiding strategic priorities and investments
• Operational frameworks that connect service quality to measurable business outcomes
• How Tandem thinks about growth enabling operations and culture to scale customer first growth
In this roundtable session, we’re bringing together peers to explore the most critical opportunities and challenges of AI in BFSI today, where four focussed tables mean you can take a deep dive into practical use cases, share lessons learned and debate strategic choices to determine how your organisation drives efficiency, improves CX, stays compliant and invests widely in AI capabilities – whether in-house or outsourced.