Unleashing the Power of AI: Driving Revenue Growth Through Customer Service Transformation

(An Exclusive Luncheon)

For financial institutions, customer service is no longer just a cost center — it is becoming a critical driver of growth and loyalty. With rising customer expectations and increasing competition, the ability to deliver seamless, personalized, and compliant customer experiences directly impacts revenue outcomes.

In this session, discover how Zoom’s AI-first platform is helping banks, insurers, and investment firms transform their customer service into a growth engine. By combining agentic AI with intelligent automation, financial institutions can strengthen client relationships, improve advisor productivity, and create new revenue opportunities.

key Learnings

Secure & efficient engagement

Explore how Zoom Phone’s cloud-based, compliance-ready system enables reliable client interactions across global markets

Faster outreach

Learn how AI-enabled tools like Zoom Auto Dialer help advisors and relationship managers connect with more clients and prospects faster

24/7 personalized support

See how Zoom Virtual Agent (ZVA) automates routine inquiries and seamlessly routes clients to the right advisors, freeing your teams for high-value conversations

AI-driven outcomes

Understand how intelligent automation and agentic AI drive revenue growth, improve customer retention, and enhance employee efficiency

Strategic transformation

Discover how financial institutions can move beyond technical upgrades to use AI as a lever for growth, loyalty, and competitive advantage

Business Impact

Revenue Growth: Smarter engagement and personalized service strengthen pipelines and conversions

Customer Retention: Seamless AI-to-human escalation builds trust and long-term loyalty

Employee Efficiency: Automation reduces repetitive tasks, allowing teams to focus on deeper relationships and new opportunities

Speakers

Sheena Sacdalan

Solutions Engineering Manager

Zoom

Zafar Shaikh

UCaaS Advisor, ASIA

Zoom

Irene Serrano

Customer Experience Head

USSC

Muhammad Ilham Syukrie

Product Specialist

Neat

Agenda

11:00 AM

Registration

11:15 AM– 11:30 AM

Welcome & Opening Speech

11:30 AM – 12: 00PM

Engaging Clients & Accelerating Outreach

Learn how secure, cloud-based communication and AI-enabled tools like automated dialers help financial advisors connect with more clients and prospects efficiently, driving pipeline growth and revenue.

12:00 PM – 12:30 PM

Delivering Personalised Client Experiences

Discover how AI-powered virtual agents and intelligent automation manage routine inquiries, route clients to the right advisors, and free teams to focus on high-value conversations — boosting satisfaction and retention.

12:30 PM – 12:45 PM

Fireside Chat: Turning Customer Service into a Growth Engine

Hear from financial industry leaders on how AI and digital transformation are redefining customer service as a driver of revenue and loyalty. This session will explore how banks, insurers can use intelligent automation to engage clients securely, accelerate outreach, and deliver personalized, 24/7 support — transforming CX into a true growth engine.