Accelerating CX Transformation with AI: Building for Speed, Scale & Compliance.

About:

India’s Financial Services sector is rapidly evolving—driven by digital-first models, rising customer expectations, and the need for scalable, agile systems. In this dynamic landscape,Customer Experience (CX) is emerging as both a competitive edge and a growth enabler.

This invite-only roundtable by Exotel will bring together forward-looking leaders from FinTechs, NBFCs, AMCs, and brokerage firms to unpack the path forward for AI-powered CX at scale.

The goal? To decode how financial service enterprises can build intelligent CX systems that are fast, flexible, recall-worthy—and above all, future-ready.

What You’ll Explore

The Opportunity

Build intelligent, scalable CX frameworks tailored for modern financial consumers
Leverage AI and real-time platforms to deliver personalized, recall-worthy experiences
Unlock new efficiencies across the customer lifecycle using automation and APIs

The Challenge

Integrating siloed systems into unified, responsive CX stacks
Balancing cost-efficiency with regulatory compliance and data security
Scaling operations without compromising on quality or agility

The Way Forward

Shift from reactive to proactive CX through predictive intelligence
Embed explainability and auditability into AI systems
Adopt programmable voice, automation, and real-time APIs for faster innovation

Who’s This For?

CIOs, CTOs, and Digital Transformation Leaders
Chief Experience Officers and CX Heads
VPs – IT, Infrastructure, and Customer Support

From:

Fast-growing FinTech firms
Forward-looking NBFCs
Digital-native AMCs and Brokerage Platforms

Key Topics of Discussion:

What defines a high-maturity CX stack in FS today?

Where does AI deliver the highest CX ROI?

How to reduce CX costs without sacrificing quality?

Creating hyper-personalized, real-time customer journeys

Unlocking use cases through digital voice and APIs

Why Attend?

Benchmark your CX transformation journey with peers
Learn how AI is helping FS players lower costs while scaling experience
Discover how to stay compliant while accelerating innovation
Get a first-hand view of how Exotel is powering AI-led CX transformation at scale