AI & Personalization in Banking:

Delivering Value, Not Just Data

October 9, 2025

11:00 PT / 13:00 CT / 14:00 ET

Banks holds a wealth of customer data, but turning it into relevant, high-impact experiences requires more than algorithms. While AI makes deeper personalization possible, successful implementation hinges on clarity and careful planning. 

In this live panel, we’ll explore how institutions are delivering genuine value through AI-powered personalization, balancing automation with human input, and safeguarding privacy while adjusting to developing regulations. 

From data architecture to ethical frameworks, we’ll focus on what it takes to make personalization work at scale. 

Stay tuned for speaker announcements!

Meet The Speakers

Todd Purcell

Todd Purcell

Head of Digital Strategy

TD Bank

Stephanie Richard

Stephanie Richard

Chief Risk Officer

Ally

Atul Subbiah

Atul Subbiah

Managing Director

Accenture

Sidharthe Pande

Sidharth Pande

Group Product Manager

U.S. Bank

Mark Johnstone

Director

MoneyNext

The Big Questions We’ll Explore:

  • How are banks using AI to move beyond personalization hype to measurable impact?  
  • Ethical AI and data privacy: Where’s the line, and how do we stay ahead of regulation?  
  • How can banks ensure AI solutions are aligned with genuine customer needs and behaviors?  
  • What are the keys to balancing automation with human-centered service?  
  • How can data quality and architecture unlock better personalization at scale? 

What to Expect

A Q&A-driven, fast-paced panel discussion, with questions taken live from the audience and put directly to the panellists. No fluff – just real-world insights, examples, and honest discussion.

  • Live audience Q&A – bring your questions
  • Watch live here or on LinkedIn – wherever suits you
  • Join live to have your say – and shape the conversation

Reserve Your Place

October 9, 2025

11:00 PT / 13:00 CT / 14:00 ET