AI In Customer Experience: Insights From CDO Vision Dallas

The AI era has fundamentally changed how we think about customers. Today's organizations serve two distinct types: organic customers (humans) and inorganic customers (AI systems that exhibit human-like behaviors). This distinction matters because each requires different interaction approaches and service experiences.

This panel brings together a diverse group of financial services and AI experts. Poornakala Sethuraman serves as VP Data Scientist at Bank of America, bringing banking sector expertise in data science applications. Karthik Balakrishnan contributes 25+ years of AI experience in financial services, with particular depth in the insurance industry. Awhan Mohanty leads growth initiatives for banking and financial services at Quantity, offering perspectives on business development and market expansion. Anshuman Bhar rounds out the panel as founder and CEO of Aays, providing entrepreneurial insights on building AI-focused companies. Together, they represent a comprehensive view spanning technical implementation, industry experience, business strategy, and startup leadership in the financial AI space.

Industry Applications Across Sectors

Insurance Technology

AI transforms the entire insurance value chain. In trucking insurance, companies use generative AI to automatically extract critical information from agent submissions, truck details, VIN numbers, driver information, eliminating manual data entry and reducing quote generation time.