Overview
As customer expectations rise and regulatory scrutiny intensifies, organizations are under pressure to move faster, without compromising control, transparency, or trust.
While most organizations have digitized processes, decisioning at scale remains the real bottleneck. Whether it’s onboarding, lending, servicing, or compliance, the challenge lies in turning fragmented content, data, and communications into confident, explainable decisions.
This closed-door executive roundtable brings together senior leaders from banking and insurance to explore how an AI-first decision intelligence layer can help institutions unlock speed, ensure regulatory readiness, and build customer trust at the same time.
What Will Be Discussed
- Where decision bottlenecks exist today across onboarding, lending, servicing, and compliance
- How institutions are balancing speed, control, and regulatory expectations
- The role of content, data, and communication intelligence in improving decision outcomes
- Lessons learned from AI, automation, and platform modernization initiatives
Why Attend
- Gain peer perspectives on AI-led decisioning across banking and insurance
- Learn how leading institutions are modernizing without increasing risk
- Understand how content, data, and communication intelligence work together
- Walk away with practical insights to deliver speed, control, and trust simultaneously
