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Scaling Personalized Member Experiences with Agentic AI
Customer Engagement
Online Session
Scaling Personalized Member Experiences with Agentic AI - OS532
Speakers
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Miguel Alvarez
Director, Marketing Technology, Colonial First State
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Michelle Pang
Sr. Product Owner, Customer Engagement & Personalization, Colonial First State
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Session Resources
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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Adobe CX Enterprise
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