Scaling Personalized Member Experiences with Agentic AI

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Speakers

  • Miguel Alvarez

    Miguel Alvarez

    Director, Marketing Technology, Colonial First State

  • Michelle Pang

    Michelle Pang

    Sr. Product Owner, Customer Engagement & Personalization, Colonial First State

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About the Session

Discover how Colonial First State (CFS) is enhancing member engagement by combining unified, real‑time data with agentic AI. CFS shares how they’ve simplified campaign delivery, reduced manual work, and made it easier to launch always‑on member journeys. Using Adobe Experience Platform and Adobe Journey Optimizer, CFS moves faster, personalizes with confidence, and delivers communications that are both timely and compliant at scale.

Key takeaways:

  • How Colonial First State shortened campaign delivery timelines and expanded its always‑on lifecycle programs
  • How a unified view of member data enables more timely, relevant, and personalized experiences
  • How intelligent workflows augmented by agentic AI help deliver end-to-end campaigns at pace

Industry : Financial Services

Technical Level: General Audience

Track: Customer Engagement, Orchestrating Experiences with AI Agents

Content Category: Case/Use Study

Audience : Campaign Marketer, Digital Marketer, Channel Marketer, Marketer, Product Manager, Operations Marketer , Martech Professional, AI Strategy/Technology

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