Tuesday, 2 December, 2025
AI-First CRM in Financial Services: Reimagining Growth, Trust and Scale
6:30 PM to 9:30 PM IST | Jio Convention Centre, Mumbai
Event Overview
Financial institutions in India are at an inflection point. As customer expectations rise and regulatory demands tighten, traditional CRM systems are no longer enough. The next wave of growth will come from reimagining CRM through an AI-first, trust-led approach: one that unifies data, compliance and customer experience on a single platform.
Join senior leaders from banking, insurance and wealth management for an exclusive, closed-door discussion hosted for ServiceNow by Information Security Media Group. Experts will explore how FSI leaders are reshaping CRM strategies to deliver hyper-personalized experiences, accelerate growth, and embed trust and compliance at every stage of the customer journey.
Key Learnings:
- How leading FSIs are modernizing CRM to drive compliant customer experiences across lending, deposits and wealth.
- Gain insights into how agentic AI and automation can transform engagement models while safeguarding trust and regulatory integrity.
- Discover how to build agile, integrated CRM ecosystems that accelerate innovation, break silos, and future-proof growth.
Request to Attend
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*Please note that this is an invitation-only event and space is limited. All requests to attend will be reviewed by our event staff and approved based on professional qualifications and event capacity. Additionally, these events will not be recorded and the Chatham House Rule will apply.
Suparna Goswami
Executive Editor
APAC
ISMG (Moderator)
Aravind Srinivasan
Senior Advisory Solution Consultant – BFSI
ServiceNow
Speakers
Join your peers and thought-leaders with Aravind Srinivasan from ServiceNow and Suparna Goswami to discuss on AI-First CRM in Financial Services: Reimagining Growth, Trust and Scale.
This session will be:
- Chatham house rule
- Peer driven
- Pitch free
Venue
Jio Convention Centre, Mumbai
Underwritten by
ServiceNow (NYSE: NOW) makes the world work better for everyone. Our cloudbased platform and solutions help digitize and unify organizations so that they can find smarter, faster, better ways to make work flow. So employees and customers can be more connected, more innovative, and more agile. And we can all create the future we imagine. The world works with ServiceNow™. For more information, visit: www.servicenow.com
Rules of Engagement
By taking part in this discussion you agree that:
- These events follow Chatham House Rule. Nothing shared will be recorded or distributed anywhere online.
- If for any reason you need to cancel your reservation, we ask you to let us know 48 hours prior to the event commencing so we can open your seat up to someone else.
- These are interactive discussions, so we ask that all attendees participate in the discussion. If this is a virtual event, we ask all attendees to join via video.