CXFS Connect 2024

December 09 - 10, 2024

JW Marriott Orlando Bonnet Creek Resort & Spa, FL

Nickolaus Lachman

Head of AI & Data Science Valley Bank

Nickolaus Lachman is the Head of AI and Data Science at Valley National Bank, driving AI strategy and innovation through machine learning and custom generative AI agents. With a decade of experience in analytics and data science, Nickolaus spent 7 years at Fulton Bank managing the Customer Analytics team and 2.5 years at BNY Pershing overseeing Data Platform Solutions. At Valley, he focuses on building a comprehensive AI framework, from governance to building custom advanced applications for Valley's AI Assistant, empowering the organization to leverage data for actionable insights and enhanced productivity.

DAY ONE – Leading a CX Transformation Across the Organization

9:40 AM PANEL REMIX: What Every CX Leader Needs to Know in their March Toward Gen AI

AI isn’t new, but the excitement around generative AI is bringing fresh challenges and opportunities to the financial services industry. As CX leaders look to implement this powerful technology, it’s critical to ask the right questions and throrougly prepare in navigating its complexities. 

Hear from CX leaders who have implemented or are planning to implement Generative AI within their organization and gain critical insights to guide YOUR journey. 

Our expert panel will cover: 

  • Developing AI principles for your organization in the absence of regulations 
  • Utilizing AI to create efficiencies across the organization, i.e. streamlining operations 
  • Ensuring employee adoption at a time when employees worry AI might replace their jobs  
  • Addressing data privacy and security concerns specific to AI implementations 

Check out the incredible speaker line-up to see who will be joining Nickolaus.

Download The Latest Agenda