How AI and behavioral insight help banks move from static segmentation to real-time, predictive engagement that anticipates customer needs, while building the data foundations to deliver it and keeping recommendations relevant, timely and welcome.
WEBINAR
Beyond personalization: can banks predict what customers need next?
Moving from reactive engagement to AI-powered, context-aware banking
November 12 | 12 noon ET | Online
Banks have access to vast amounts of customer data, from transaction histories and spending patterns to digital behaviors and financial milestones. Yet much of this insight is still used to understand what customers have done, rather than predict what they will need next. As AI becomes increasingly capable of connecting signals across the customer relationship, banks have an opportunity to move from broad segmentation and reactive engagement towards genuinely predictive, personalized experiences.
This webinar will explore how banks can harness AI, real-time data and behavioral signals to anticipate customer needs and turn insight into timely, relevant action. The discussion will examine where predictive AI can create the greatest value for customers and banks, how financial institutions can build the data foundations needed to support it, and how they can ensure AI-powered recommendations feel helpful rather than intrusive.
- How AI can help banks anticipate customer needs rather than simply responding to them
- How real-time data and behavioral signals can enable more personalized financial recommendations
- What data, AI and organizational foundations banks need to turn predictive personalization into reality
Who's speaking:
Emma Whiteside
Resolving Economic Crime, Lab Product Owner
Lloyds Banking Group
Ashtha Bajaj
Data and AI Lead
Bank of Ireland
Colin Whitmore
Financial Crime SME, Consultant, Former Financial Crime Director, NatWest
Mohit Aiyar
Head of Banking & Financial Services, UK & Ireland
Cognizant
Panelists include:
Terje Aleksander Fjeldvær
SVP - Head of Financial Crime and Sanctions
DNB
About Engine by Gen
Engine by Gen, the category-leading embedded finance marketplace platform, matches consumers with real-time, personalized financial product recommendations from the largest connected network of top providers-on mobile apps, websites, and other consumer touchpoints.Engine by Gen serves as the B2B brand of Gen (NASDAQ:GEN). Learn more at: www.engine.tech or www.GenDigital.com.
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Hannah Johnson Business Development Manager MoneyLIVE
FAQ
Anyone shaping how banks use data to anticipate customer needs: CX, digital, marketing, data and AI, analytics, personalization, and compliance teams.
Yes. Registration is free – joining details will be sent to the email address you register with.
The broadcast is live for an hour on November 12 2026, 12 noon ET, online. A joining link goes out to everyone who registers ahead of the session.
Yes. The recording is sent out on demand after the webinar to everyone who registered.
To be announced.
Yes – you can email us your question ahead of time, or ask it live on the day.