Closing the Loop: From Lead Generation to Gen AI | Technoviti Conclave & Awards 2025

n today’s rapidly evolving BFSI landscape, customer journeys are no longer linear—they’re dynamic, intelligent, and deeply personalized.

At the Technoviti Conclave & Awards 2025, a powerful panel of leaders and strategists came together to explore how Generative AI, conversational interfaces, and data-driven engagement models are revolutionizing the way financial institutions attract, onboard, and retain customers.

From AI-powered lead generation to closed-loop analytics and hyper-personalization, this session dives into the strategic and technological frameworks enabling BFSI players to deliver seamless, context-aware customer experiences.

Moderator: Shankar Sundarrajan – Partner, Deloitte Consulting India

Panelists: Shalya Gupta – CEO, Credifin Jitendra Agrawal – Digital Transformation Leader Anish Choudhary – Chief Business Officer, IBDIC Watch the full discussion to discover how the industry is using Gen AI to close the loop—and open new frontiers in customer engagement.

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