Join Us for an Exclusive Executive Dinner & Discussion
Orchestrating Adaptive Financial Experiences with AI
The Ortus Club and Sitecore & Velir invite Marketing, Technology, and Experience leaders in Boston to an evening of curated, off-the-record conversation over an exceptional dinner. This is a closed-door roundtable — no presentations, no sales pitches, just candid peer exchange among senior executives navigating the same challenges in financial services digital experience.
The Topic
Orchestrating Adaptive Financial Experiences with AI
Financial institutions are moving beyond static digital channels, building adaptive experiences that respond to changing customer behaviour, intent, and life-stage needs in real time. As generative and agentic AI become embedded into digital experience platforms, the opportunity has shifted — it is no longer simply about faster content delivery. It is about connecting content, data, personalisation, and decisioning across the full customer journey.
Delivering on that promise requires a modern digital foundation: one that supports brand consistency, compliance, real-time behavioural signals, and cross-functional alignment at scale. For many institutions, the gap between ambition and execution remains wide — fragmented reporting, siloed platforms, and reactive content updates continue to constrain what teams can build and how quickly they can respond.
The conversation will explore how leaders are moving from static journeys to proactive, trusted engagement — spanning awareness, research, comparison, application, abandonment, follow-up, and expansion — and what it takes to get there.
Discussion questions will include:
How is AI changing the definition of a "frictionless" financial experience?
What foundation is required to move from static journeys to adaptive, intent-aware experiences?
How can financial institutions maintain brand authenticity and compliance while personalising at scale?
How can teams move from reporting what happened to deciding what action should come next?
What role should behavioural signals, affinities, and journey context play in shaping the next best experience?
The Evening
Thursday, 25th June 2025 — Boston
6:00 PM — Arrival of guests
6:30 PM — Welcome address by The Ortus Club
6:40 PM — Short address by Sitecore & Velir
6:45 PM — Discussion instigated by the moderator and continued
7:45 PM — Discussion brought to a close; guests encouraged to continue networking
Bringing Together Leaders Across Boston
This dinner brings together Marketing, Technology, and Experience leaders from financial services institutions who are actively shaping how their organisations engage customers across digital channels. Attendance is by invitation only and places are limited to ensure a genuinely peer-level conversation.
Confirmed Attendees Include:
VP of Digital Experience at Fidelity Investments
Head of Customer Experience at Citizens Bank
Director of Digital Marketing at Santander US
Head of Marketing Technology at Ally Financial
VP of Digital Strategy at Ameriprise Financial
Director of Content Marketing at LPL Financial
Head of Digital Transformation at Raymond James
Director of Marketing Operations at Synchrony
VP of Digital Product at Regions Bank
How to Join
Attendance is complimentary and strictly by invitation only. To request a seat, please use the link below. Upon confirmation, you will receive a calendar invite with full event details including venue address and any further instructions ahead of the evening.
The Co-Host
Sitecore is a global leader in digital experience management, helping enterprises deliver personalised, connected customer experiences across every channel. Velir is a digital experience agency and long-standing Sitecore partner, specialising in building composable architectures and data-driven solutions for complex organisations — including many of the leading names in financial services. Together, they support institutions looking to move from fragmented digital estates to unified, AI-ready foundations.
The Organisers
The Ortus Club runs executive knowledge-sharing events worldwide, bringing senior leaders together for curated, off-the-record discussions in a relaxed, peer-to-peer setting.