July 2nd, 2026 Virtual
Pegasystems
Join an exciting virtual panel discussion on: "Beyond Chatbots: Engineering Effortless Self-Service with Agentic AI + Workflows "
Meet us virtually!
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12 - 1:30 PM BST
Virtual Panel
Conference details to be shared shortly
Beyond Chatbots: Engineering Effortless Self-Service with Agentic AI + Workflows
What financial services leaders are doing now to modernize service without creating new silos or governance risk.
Customer service leaders are under pressure from rising inquiry volumes and higher expectations for seamless, personalized experiences across channels. In this invite-only virtual roundtable, we’ll discuss the shift from script-driven bots to workflow-centric conversational agents and why embedding agentic AI into governed workflows is proving essential for enterprise-scale outcomes in regulated environments.
Together, we’ll explore how banks can reduce avoidable escalations, improve first-contact resolution, and accelerate time-to-value by orchestrating work across systems - not just answering questions. We’ll also cover what tends to derail agentic initiatives (new silos, integration friction, and governance gaps) and practical ways to avoid them.
About Invitees:
This event will bring together leaders responsible for customer service, customer experience, CRM, contact centre operations, marketing operations, technology integration, decisioning, and data & analytics.
About your sponsor
Pega is an AI-powered platform designed to drive enterprise transformation at scale.
With more than 40 years of continuous innovation, Pega is trusted by some of the world’s leading organisations to reimagine how they engage with and serve customers, optimise end-to-end operations, and modernise complex legacy systems.
As a company deeply rooted in transforming how software is built and deployed, Pega is architected to support organisations in optimising their most critical processes and interactions. This enables clients to unlock significant business value, improve agility, and achieve a sustained competitive advantage in an increasingly digital and AI-driven landscape.
About the Speaker
Steve Morgan
Global Financial Services Industry Lead, Pegasystems
Part of Pegasystems’ Financial Services team and global industry lead for Banking, Steve is an experienced business transformation leader with a strong track record in strategy, operations, sales, and technology delivery. Having led complex transformation programmes across the banking sector, he is passionate about driving measurable outcomes and improving operational performance. He enjoy collaborating with teams across different cultures and backgrounds to deliver impactful results. Outside of work, Steve is a keen triathlete and actively participate in charity fundraising events.
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