Take control of your customer lifecycle. In today’s dynamic and regulated financial landscape, personalised, timely interactions are crucial for building loyalty and driving business growth. Join us for an exclusive dinner roundtable to master agentic engagement strategies—transforming how your financial services, fintech, and insurance brand connects with customers, while ensuring alignment with FCA compliance requirements.

What You’ll Learn:

• Overcome the challenges of legacy systems, data silos, and regulatory expectations that restrict deep personalisation. Discover how leading financial services and insurance providers leverage Bloomreach to deliver hyper-personalised, omnichannel experiences that are both effective and FCA-compliant.
• Build lasting customer loyalty with dynamic journeys. Learn how Bloomreach helps brands proactively engage customers across onboarding, renewals, claims updates, and life events, while supporting the need for transparent and compliant communications.
• Harness the power of AI to automate and optimise. See how Bloomreach’s AI-driven automation enhances campaign optimisation and real-time personalisation, while reducing operational costs and supporting regulatory standards so your teams can focus on innovation.

Speakers: 

Scott Stirk – Principal Account Executive, Bloomreach

Paul Sene – Partner, Caci
Lorcan Wade – Business Development Consultant, Caci