Operationalizing AI-Powered Growth at Speed and Scale

VIP Dinner - New York City, NY

Jun 3, 2026 6:00 PM - 8:30 PM EST

Request The Full Recording

Here's what we talked about

AI as the growth flywheel for financial services: Retain clients with seamless, secure service fundamentals at scale across account servicing, lending, fraud, and collections. Grow with precision by capturing high-value moments across deposits, loans, and investments. Accelerate growth by turning real-time insights into coordinated action—connecting AI agents and AI-augmented teams to continuously discover, orchestrate, and optimize outcomes aligned to core business priorities.
Driving AI-led efficiency and margin expansion at scale: Deliver measurable efficiency gains by embedding AI directly into high-cost service, lending, fraud, and collections workflows. Reduce cost-to-serve and operational overhead, increase employee productivity, and enable consistent, scalable execution across teams and business units—creating a repeatable model for margin expansion with speed, control, and measurable outcomes.
Where leading institutions are starting and scaling today: Enhancing employee productivity with AI augmentation and deploying 24/7 self-service to automate high-volume account servicing, fraud, collections, and loan inquiries. Expanding into workflow automation across lending, collections, and next-best product conversion to drive faster resolution, deeper relationships, and measurable business impact.
Delivering speed and scale without increasing risk: Enable fast, proof-driven AI iteration within high-impact workflows—combining governance, transparency, and control with low-lift deployment. Test, learn, and scale with confidence across teams and business units, using measurable outcomes to validate value and expand AI safely in regulated environments.
Accelerating AI adoption across complex organizations: Align priorities, quantify value, and manage risk while coordinating execution across technology, operations, and the business. Define clear ownership, establish measurable outcomes, and operationalize delivery through structured governance and strategic partnerships—enabling faster, more effective scaling of AI across the enterprise.

Event Partners

Talkdesk

Talkdesk® is leading a new era in customer experience with Customer Experience Automation (CXA) — a new category and platform designed to automate the full complexity of modern customer journeys. CXA replaces fragmented, manual workflows with coordinated AI agents that scale service, reduce costs, and deliver better outcomes across the enterprise.

Guest Speaker

Rahul Kumar LinkedIn

VP & GM, Financial Services & Insurance at Talkdesk

Rahul Kumar is the Vice President & GM for financial services and insurance business at Talkdesk. In his role, he is focused on driving thought leadership and industry specific innovation to position Talkdesk as a leader in the market. Rahul advises on all components of AI led transformation within the financial services industry, on business strategy and adoption of new business models to support growth plans. In his 16+ years in financial services, he has helped multiple banks, credit unions and insurance companies ideate and execute large scale digital transformation programs. He is passionate about transforming customer experience through innovation, next generation capabilities and latest technology platforms.

Aaron Conant LinkedIn

Co-Founder & Managing Director at BWG Connect

Aaron Conant is Co-Founder and Chief Digital Strategist at BWG Connect, a networking and knowledge sharing group of thousands of brands who collectively grow their digital knowledge base and collaborate on partner selection. Speaking 1x1 with over 1200 brands a year and hosting over 250 in-person and virtual events, he has a real time pulse on the newest trends, strategies and partners shaping growth in the digital space.

Event Moderator

Rahul Kumar LinkedIn

VP & GM, Financial Services & Insurance at Talkdesk

Rahul Kumar is the Vice President & GM for financial services and insurance business at Talkdesk. In his role, he is focused on driving thought leadership and industry specific innovation to position Talkdesk as a leader in the market. Rahul advises on all components of AI led transformation within the financial services industry, on business strategy and adoption of new business models to support growth plans. In his 16+ years in financial services, he has helped multiple banks, credit unions and insurance companies ideate and execute large scale digital transformation programs. He is passionate about transforming customer experience through innovation, next generation capabilities and latest technology platforms.

Aaron Conant LinkedIn

Co-Founder & Managing Director at BWG Connect

Aaron Conant is Co-Founder and Chief Digital Strategist at BWG Connect, a networking and knowledge sharing group of thousands of brands who collectively grow their digital knowledge base and collaborate on partner selection. Speaking 1x1 with over 1200 brands a year and hosting over 250 in-person and virtual events, he has a real time pulse on the newest trends, strategies and partners shaping growth in the digital space.

Request the Full Recording

Please enter your information to request a copy of the post-event written summary or recording!

How can we help?

Hang tight! An event summary, key takeaways, & a full transcript will be posted shortly. In the meantime... How can we help?

Schedule A Free Consultation I Need Help With Something Else View All Events

What is BWG Connect?

BWG Connect provides executive strategy & networking sessions that help brands from any industry with their overall business planning and execution. BWG has built an exclusive network of 125,000+ senior professionals and hosts over 2,000 virtual and in-person networking events on an annual basis.

|