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Date:	12 June 2025
Time:	18:00
Location:	Duck & Waffle - 110 Bishopsgate, London EC2N 4AY

Bloomreach X Merkle: Real-Time Customer Engagement for Financial Services, Fintech and, Insurance: Unlocking Opportunities at Every Stage of the Customer Journey

Summary

Unlock opportunities at every stage of the customer lifecycle in today’s fast-paced landscape. Join us for an exclusive dinner roundtable to explore how personalised interactions and timely solutions are transforming the way fintech, financial services, and insurance providers connect with their customers. Discover strategies for staying ahead and creating a lasting impact.

Topic

Real-time, Omnichannel Personalisation: Discuss challenges that financial services and insurance providers have today when delivering hyper-personalised omnichannel experiences, with a focus on legacy technology, data and strategy.
Dynamic Customer Journeys and Lifecycle Engagement: Illustrate how insurers and FS brands can create adaptive customer journeys-triggering onboarding flows, renewals, claims updates, and upsell/cross-sell campaigns based on real-time behaviours and life events.
AI-Driven Automation for Efficiency: Emphasise how AI automates campaign optimisation & real-time personalisation, allowing teams to focus on strategy while ensuring regulatory requirements are met and operational costs are reduced.

Host: Scott Stirk, Strategic Account Executive

Bloomreach personalizes the e-commerce experience. Its data engine unifies real-time customer and product data so businesses understand what customers really want. By connecting that understanding to every channel, the e-commerce experience becomes limitless — reflecting a changing customer as they shop. Amplified by the speed and scale of Loomi, Bloomreach’s AI for e-commerce, this creates endless new paths to purchase, greater profitability, and fast business growth. Bloomreach products include: Engagement, a marketing automation platform; Discovery, an e-commerce search solution;Content, a headless CMS; and Clarity, AI-powered conversational shopping. The company has multiple AI patents and serves 1,400+ global brands including: Williams-Sonoma, Bosch, Puma, and Marks & Spencer.

Merkle, a dentsu company, powers the experience economy. For more than 35 years, the company has put people at the heart of its approach to digital business transformation. As the only integrated experience consultancy in the world with a heritage in data science and business performance, Merkle delivers holistic, end-to-end experiences that drive growth, engagement, and loyalty. Merkle’s expertise has earned recognition as a “Leader” by top industry analyst firms, in categories such as digital transformation and commerce, experience design, engineering and technology integration, digital marketing, data science, CRM and loyalty, and customer data management. With more than 16,000 employees, Merkle operates in 30+ countries throughout the Americas, EMEA, and APAC. For more information, visit www.merkle.com.

Agenda

Thursday 12th June 2025

18:00	Welcome & Drinks reception
18:30	Short presentation
18:45	Dinner & discussion
20:45	Closing Remarks
21:00	Event Ends

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