Tangerine's journey to implement agentic AI and innovate CX strategy
The whys and hows of implementing agentic AI in financial services
07/18/2025
Agentic AI is poised to revolutionize CX operations, but turning that potential into real results takes more than just technology. It requires a well-defined strategy and cross-functional alignment that balances quick wins with long-term transformation.
Watch this session with Harry Clapham, Director of Operations Strategy and Enablement at Tangerine, for an insider’s look at how his team built a future-ready customer support model using agentic AI. From choosing the right tech partners and laying a scalable foundation to addressing compliance challenges and securing executive buy-in, this session will walk you through the steps needed to drive AI innovation within a large enterprise.
What you’ll learn:
- How Tangerine is designing its agentic AI strategy to create short-term CX impact and long-term value
- Key factors in selecting technology vendors and building organization-wide trust
- How to lead AI-driven innovation while managing risk, ensuring compliance, and driving change across teams
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