e4m-Techmagnate roundtable: Experts to decode how AI & LLMs are reshaping the BFSI sector

The exchange4media Group is set to host the exclusive e4m-Techmagnate custom roundtable in Mumbai on September 24. The roundtable will bring together leading voices from the BFSI sector to decode how technology is reshaping financial services marketing. The discussion will focus on the disruptive role of Artificial Intelligence (AI) and Large Language Models (LLMs), which are rapidly transforming the way banks, insurance companies, and financial institutions engage with their customers in the digital age today.

At the roundtable, the panellists will dive deep into the topic ‘Balancing BFSI marketing, lowering acquisition costs and boosting conversions amid AI & LLM Disruptions’. The theme of the roundtable serves as a roadmap for brands and marketers seeking to thrive in the evolving market landscape.

The speakers are are Ishan Khare, Head - Digital Revenue, Vice President, ⁠HDFC Securities;  ⁠Samrat Ghosh, Head Digital Business & Partnerships, SBI General Insurance;  Rahul Singh, AVP Marketing, Mahindra Insurance Brokers Limited;  ⁠Amit Raje, Vice President - Digital Marketing & Head D2C, Kotak Life;  ⁠Ritika Sachdeva, Associate Director, Marketing, Nuvama Wealth;  ⁠Varad Laghate, DVP- Digital Marketing, ASK Wealth;  ⁠Pooja Menon, Head of Digital and Brand Marketing, Aditya Birla Health Insurance; Chirag Bhojani, Head of Digital Business, ICICI Lombard; Haresh Sadani, Director & Head of Marketing & Products, Invesco Mutual Funds; Sonal Kumbhat, Vice President, Group Strategic Marketing & Communications, DBS Bank and Muneer Khan, AVP, Coverfox Insurance Broking. The session will be moderated by Sarvesh Bagla, CEO, Techmagnate and Noopur Bhatia, AVP - Sales, Techmagnate.

With the financial services landscape at a crossroads, traditional marketing funnels are making way for more data-driven and automated engagement models. The rise of AI-powered tools has enabled hyper-personalised communication, efficient lead generation, and real-time customer interaction, creating new opportunities for marketers to strengthen customer relationships. However, this shift comes with its own challenges.

The roundtable will serve as a platform for experts to share practical strategies, success stories, and actionable insights on leveraging AI responsibly in financial marketing. This discussion will explore how AI and LLMs like ChatGPT and other generative tools are influencing marketing in BFSI across the entire customer lifecycle- from targeting and onboarding to retention and cross-sell.

With rising customer expectations for personalised, real-time, and contextual interactions, BFSI players must rethink how they use data, content, and automation to enhance engagement while staying cost-efficient. Striking the right balance between innovation and compliance is critical for ensuring consumer trust and sustainable growth.