Executive Dinner Engagement
Reimagine Customer Experiences: How AI Agents are Transforming Banking's Most Critical Moments
000 days 00 hours 00 minutes 00 seconds
New York City, NY, USAApril 21, 20265.30 pm - 8.30 pm
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Synopsis
Customers expect both fast and empathetic experiences, and AI has raised expectations for every interaction. Leading banks are discovering that their most frustrating pain points disputes, fraud investigations, and payment inquiries are becoming their greatest CX opportunities. Join us for an evening that will explore how agentic AI is turning complex, multi-step processes into seamless experiences that build trust exactly when it matters most.
Discussion Topics
• How intelligent agents orchestrate data, workflows, and decision-making across disputes, fraud, and complaints, creating effortless experiences for customers while maintaining compliance and security.
• Exclusive insights from ServiceNow and Visa's "The State of Payment Disputes" research report, revealing how forward-thinking banks are transforming dispute resolution from a back-office burden into a competitive advantage through AI-driven speed, transparency, and outcomes.
• Preview of our global research, "The CX Shift: A Study of Customer Expectations in the AI Era" and why meeting these new standards requires agentic systems that can think, adapt, and resolve issues autonomously.
Speakers
T.L. Neff
Global Head of Disputes & Payments
David Breakstone
Global Head of Wealth & Asset Management GTM
Brian Waller
Vice President, North America Issuer Sales (Value Added Services)
Agenda
5.30 pm - 6.00 pm
Drinks Reception
6.00 pm - 6.15 pm
Introduction to ServiceNow
6.15 pm - 8.00 pm
Dining experience with table discussions
8.00 pm - 8.30 pm
Closing remarks & key takeaways
Location
At the heart of New York City
Founded in 1837 and located in the financial district of New York City, Delmonico's is the first fine dining restaurant in America, serving upscale cuisine and prime steaks. Its hospitality and iconic dishes are set to give you an unforgettable experience.
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Synopsis
Customers expect both fast and empathetic experiences, and AI has raised expectations for every interaction. Leading banks are discovering that their most frustrating pain points disputes, fraud investigations, and payment inquiries are becoming their greatest CX opportunities. Join us for an evening that will explore how agentic AI is turning complex, multi-step processes into seamless experiences that build trust exactly when it matters most.
Discussion Topics
• How intelligent agents orchestrate data, workflows, and decision-making across disputes, fraud, and complaints, creating effortless experiences for customers while maintaining compliance and security.
• Exclusive insights from ServiceNow and Visa's "The State of Payment Disputes" research report, revealing how forward-thinking banks are transforming dispute resolution from a back-office burden into a competitive advantage through AI-driven speed, transparency, and outcomes.
• Preview of our global research, "The CX Shift: A Study of Customer Expectations in the AI Era" and why meeting these new standards requires agentic systems that can think, adapt, and resolve issues autonomously.
Speakers
T.L. Neff
Global Head of Disputes & Payments
David Breakstone
Global Head of Wealth & Asset Management GTM
Brian Waller
Vice President, North America Issuer Sales (Value Added Services)
Agenda
5.30 pm - 6.00 pm
Drinks Reception
6.00 pm - 6.15 pm
Introduction to....
6.15 pm - 8.00 pm
Dining experience with table discussions
8.00 pm - 8.30 pm
Closing remarks & key takeaways
Location
