Summary

Join senior leaders from financial services, fintech, and insurance for an exclusive, invitation-only roundtable exploring how agentic AI is redefining customer engagement — without compromising on FCA requirements.

What we’ll cover:

→ Breaking free from legacy constraints

Legacy systems and data silos don’t have to mean generic experiences. Discover how leading FS and insurance brands use Bloomreach to deliver hyper-personalised, omnichannel journeys — compliantly and at scale.

→ Loyalty built on every touchpoint

From onboarding to renewal, claims to life events — learn how to proactively engage customers at the moments that matter, with communications that are both personal and transparent.

→ AI that works within your world

See how Bloomreach’s AI-driven automation lifts campaign performance, reduces operational overhead, and keeps your teams focused on what only humans can do.

Speakers:

Danny Preston, account executive, Bloomreach

Richard Samuels, Strategic Account Executive

Agenda

Wednesday 13th May 2026
Wednesday 13th May 2026
08:30Welcome & Introductions
08:45Setting the Stage: An Overview of the Discussion
09:00Breakfast & Roundtable Conversation
11:00Event Concludes
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