Bringing It All Together to Modernize Financial Services at Scale

Financial services organizations are large, complex, and highly matrixed — and often risk averse by design. Enterprise-wide change doesn’t fail because of technology; it stalls when alignment across functions, regions, and governance structures breaks down. This session dives into the “how” of driving modernization at scale, focusing on the people, operating models, and processes that make meaningful change stick — from improving experiences to driving measurable impact as institutions factor AI into workflows and future strategies.

Gain global insights from leaders at Sun Life and Standard Chartered, representing insurance and banking, on how they navigated silos, aligned stakeholders, and modernized processes to improve customer and advisor experiences.
 
In this session, you will learn about:

• Key findings from Adobe’s AI and Digital Trends report, highlighting how organizations worldwide are moving beyond experimentation with AI to reshape customer journeys, unify data, and deliver more personalized, relevant experiences that drive growth
• How Sun Life has moved from a fragmented CX and MarTech stack to an outcome driven, AI orchestrated ecosystem—rationalizing vendors, reorganizing teams around impact, and unlocking adoption to deliver measurable business value.
   

Industry : Financial Services

Technical Level: General Audience

Track: Customer Engagement, AI, Innovation, and Leadership Trends, Customer Data Management and Collaboration

Content Category: Thought Leadership

Audience : Business Analyst, Campaign Marketer, Digital Marketer, Executive, Channel Marketer, Marketer, Operations Marketer , IT , Martech Professional, AI Strategy/Technology