Invite Only: Banking CMO Summit Panel 1

AI is collapsing the gap between insight and action—and exposing how transactional many “wellness” experiences still are. As consumers conduct more of their financial lives digitally, they increasingly expect their bank to recognize intent, anticipate stress points, and offer guidance before financial decisions go wrong.

At the same time, AI is amplifying risk: more data in motion, more automated decisions, and more opportunities for fraud, manipulation, and erosion of confidence. In this environment, financial wellness and security are no longer separate conversations—they rise or fall together.

This panel explores a harder question: In an AI-driven world, what does it take for a bank to earn—and keep—consumer trust while acting as a true wellness partner? And if banks don’t step into that role, who will?