Presents
WHAT WE WILL DISCUSS
What if routine communications like billing statements, service updates, or security alerts weren’t just necessary tasks—but untapped opportunities to increase trust, loyalty, and efficiency?
For too many organizations, these moments are missed. Disjointed messaging, siloed systems, and generic notifications not only frustrate customers—they waste valuable engagement opportunities.
Join a select group of senior leaders across Customer Experience, Digital Transformation, Marketing Operations, and Customer Care for an intimate roundtable in Dallas. We’ll explore how modern customer engagement strategies are evolving—driven by AI, journey orchestration, and data-rich microjourneys—to create more personalized, timely, and efficient interactions.
What you’ll walk away with:
- How leading Financial Services and Retail organizations are using AI to reduce call volumes while improving satisfaction
- The role of real-time engagement in proactive service updates, fraud detection, and payment communications
- Why cross-functional collaboration between CX, digital, and ops teams is essential for transforming legacy communication channels
- Practical insights on personalization, automation, and engagement tracking—especially where operational teams meet marketing initiatives
Expect a candid, hands-on discussion where participants share real-world challenges, wins, and lessons learned on the path to smarter customer communications.
AGENDA
6:00 PM – 6:15 PM
Welcome
6:15 PM – 7:00 PM
Roundtable Discussion
7:00 PM – 8:00 PM
Dinner
8:00 PM – 8:20 PM
Networking
8:20 PM – 8:30 PM
Closing
SOLUTION EXPERTS
Brandon Sailors
Vice President of CX Strategic Accounts, CSG
Brandon Sailors has 20+ years experience in customer experience and engagement, advising clients on the strategic use of interactive technologies. He helps brands build a digital transformation roadmap, manage personalized engagement strategies, and leads a team managing CSG’s largest accounts.
Chris Cunningham
Director of Solution Engineering, CSG
Chris Cunningham has over 20 years of experience in architecting, advising, and implementing enterprise systems, with a particular focus on Customer Experience and Engagement systems for the past five years. Chris specializes in helping prospective clients understand the technical capabilities of CSG’s CX platforms and how these platforms can be seamlessly integrated into their ecosystems in order to drive better outcomes.
