Overview

In a fast-evolving business landscape shaped by digital acceleration and rising customer expectations, leaders across the BFSI and retail sectors are under increasing pressure to drive both operational efficiency and differentiated experiences. The path forward lies in harnessing the power of AI, GenAI, real-time insights, and unified data to enable agile decision-making and elevate engagement across touchpoints.

Modern finance and customer experience leaders are turning to integrated, cloud-based platforms to unify core processes and consolidate data flows. This convergence enables smarter forecasting, real- time visibility, and seamless, personalized customer journeys. By dismantling silos and activating intelligent insights, businesses can unlock new levels of efficiency, responsiveness, and sustainable growth—while remaining compliant and future-ready in a dynamic market environment.

This exclusive, invite-only forum brings together senior finance, technology, and CX leaders from the BFSI and retail domains to explore how intelligent automation, real-time analytics, and data-driven decision-making are reshaping enterprise operations and customer engagement strategies.

Discover how AI-powered and GenAI-enabled innovation can sharpen foresight, streamline processes, and deliver hyper-personalized interactions at scale. Join us for actionable insights on transforming data into strategic outcomes, empowering you to lead with clarity, agility, and impact in the digital age.

Event Pictures

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Finance Leadership Dialogue
CX
Leadership
Dialogue

Finance leaders in the BFSI sector are navigating an increasingly complex environment, marked by regulatory intensity, competitive disruption, and elevated performance expectations. In response, CFOs are embracing AI and GenAI-infused platforms to future-proof operations, boost agility, and accelerate decision-making.

Recent research shows that over 78% of CFOs plan to expand AI investments in the next 12–18 months—a clear signal of confidence in the strategic value of intelligent transformation.

From real-time analytics and intelligent forecasting to GenAI-enabled reporting, scenario planning, and conversational insights, next-generation AI is redefining the finance function. This exclusive roundtable will explore how finance leaders can apply GenAI alongside core AI models to simplify complexity, reduce costs, and drive enterprise-wide value creation.

Secure your seat among industry peers to explore how to convert financial data into strategic foresight, enhance compliance, and lead with clarity in a digitally advancing world.

Discussion Points

From Data to Decisions: Reimagining Finance Leadership with AI and GenAI

Integrating AI into Finance Workflows for Scalable Impact

Enhancing Forecasting and Decision-Making with Real-Time Insights

Using AI to Strengthen Risk Management and Compliance

Optimizing Costs Through Automation and Smart Resource Allocation

Building the AI-Ready Finance Function: Skills, Culture, and Responsible Adoption

 

As consumer expectations evolve, delivering frictionless, personalized experiences across every touchpoint has become mission-critical. Yet for many brands, fragmented customer data continues to be a major barrier—hindering the ability to craft unified, meaningful journeys.

The solution lies in orchestrating connected data, intelligent automation, and emerging AI technologies such as GenAI to power relevance at scale. Today’s CX leaders are rethinking their strategies, moving from channel-based messaging to dynamic, contextual engagement rooted in unified customer profiles.

This thought-provoking roundtable invites senior CX and marketing leaders to explore how data- driven intelligence and next-gen AI can transform fragmented interactions into seamless, loyalty- building experiences.

Join us to discover how to break down silos, leverage real-time behavioral signals, and deliver personalized, consistent brand experiences that resonate deeply and scale effortlessly.

Discussion Points

Unifying Customer Journeys: Powering Personalization with Connected Data and Intelligent Engagement

Strategies to Overcome Data Silos and Build a Unified Customer View

Driving Hyper-Personalization Through Connected Data, Automation, and GenAI

Enabling Proactive CX with Real-Time, Privacy-Respecting Insights

Creating Seamless Journeys Across Digital and Physical Touchpoints

Measuring Impact and Scaling Personalization with AI and Emerging Tech

 

Finance Speakers

Abhishek Baxi

Chief Financial Officer, Unity Small Finance Bank

Aloke Agrawal

Director - Solution Engineering,
Oracle Applications

Amit Jagdhari

Executive Director & CFO, SBM Bank (India) Ltd

Amit Malpani

Chief Financial Officer,
Edelweiss AMC

Anooj Mishra

BFSI Leader,
Oracle Applications Business

Hemant Patel

Chief Financial Officer,
Axis Securities

Ian Desouza

Chief Financial Officer,
National Stock Exchange of India Limited

Jayesh Jain

Chief Financial Officer,
IndoStar Capital Finance Limited

Satish Gundewar

Chief Financial Officer,
CSB Bank Ltd

Udit Kariwala

Chief Financial Officer,
Sewa Grih Rin Limited

Upma Goel

Chief Financial Officer,
Piramal Enterprises Limited

Yogesh Udhoji

Chief Financial Officer,
Muthoot Housing Finance Co Ltd

CX Speakers

Amit Bhandare

Head Marketing and Corporate Communications,
YES Securities (India) Limited

Anooj Mishra

BFSI Leader,
Oracle Applications Business

Kavita Jagtiani

Chief Marketing Officer,
LTF

Sagar Mehta

Country Sales Director - Oracle Customer Experience Business,
Oracle

Samrat Ghosh

Head Digital Business & Partnerships,
SBI General Insurance

Sumit Puri

VP - Marketing,
Tata CLiQ

Venue

Jio Convention Centre BKC Mumbai

Jio World Centre, G Block, Bandra Kurla Complex, Bandra East, Mumbai,
Maharashtra 400098

Contact us

For more details, contact:

Riya Chopra

For any urgent matters or issues requiring immediate escalation, please write to rohit.singh@financialexpress.com 

Register now