Compliance & Personalization Aren’t Enemies—They’re Allies
Financial services leaders face an impossible balance: deliver hyper-relevant experiences while navigating strict regulatory requirements. This roundtable reveals how leading institutions are leveraging data, agentic systems, and intelligent governance to do both—without sacrificing customer trust or regulatory standing.
Discover how to build compliant-first data architectures, automate governance checks, and maximize cross-sell/upsell with confidence.
Event Details
Date & Time: Tuesday, April 21 at 12 p.m. PST
Location: Buddy V’s
Format: Lunch + a 45-minute panel discussion
Attendees: Limited to 40