Presents
WHAT WE DISCUSSED
What if customer friction points like billing statements, service updates or security alerts were actually opportunities to build trust and loyalty? Too many customer interactions end up adding noise instead of value. Disjointed messaging and irrelevant notifications frustrate customers, adding noise instead of value.
Participants joined other CX leaders in New York’s financial district for an intimate roundtable discussion on reimagining customer engagement. Subject matter experts from CSG Systems lead a conversation on how AI, journey mapping, and data-driven microjourneys are streamlining interactions at innovative Financial Services and Retail companies today.
Attendees shared their stories about challenges, successes and failures on the road to better customer interactions, and learned from other business leaders what’s working for them.
We got into the weeds on topics such as:
- Intelligent fraud detection
- Proactive service updates
- Real-time payment solutions
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 EXPERT
Megan Lukitsch
VP Customer Experience, CSG
Megan Lukitsch is a recognized expert in customer experience and digital engagement, helping enterprises optimize interactions that drive customer satisfaction and business growth. She specializes in leveraging AI, data-driven journey orchestration, and intelligent automation to enhance the customer experience while delivering measurable ROI.
Megan works closely with organizations to streamline communications, improve customer retention, and create more efficient, high-value engagement strategies.
With decades of experience in enterprise technology and digital communications, Megan has held leadership roles at CSG, Telesign, 8×8, and ShoreTel, working with global enterprises to transform customer interactions across billing, service, and account management. As a frequent speaker and industry consultant, she is known for translating complex CX challenges into actionable strategies that improve efficiency, reduce costs, and drive revenue growth.