SF | AI x CX Dinner: Scaling Fintech Support in 2025

​With the advance of AI Agents, the expectations of customers in fintech have never been higher, 24/7 availability, instant resolutions, and compliant experiences across every channel. At the same time, CX leaders are under pressure to scale operations, reduce costs, and navigate new regulations.

​Join an invite-only dinner with 10-12 senior CX leaders from top fintech brands. Over food and drinks, we’ll trade notes on:

• ​How AI is reshaping fintech CX (beyond chatbots)

• ​Balancing automation with compliance & trust

• ​Building support operations that scale without burning out teams

• ​Benchmarks and real-world examples from peers

​This isn’t a panel or a pitch. It’s a private conversation, off the record, with leaders facing the same challenges you are.

​Who’s Attending
Heads of CX, Support, and Operations from leading fintech companies in Bay area.

​Why Attend

• ​Learn how peers are deploying AI in high-stakes fintech support

• ​Share challenges and get feedback from operators who’ve been there

• ​Walk away with practical strategies you can apply tomorrow

​Host

​Deepak, co-founder at Fini (https://usefini.com/)