Engageware to Host AI in CX Summit 2026: Showcasing How Regulated Enterprises Move From AI Pilots To Real Business Results

Engageware, the most used AI-powered customer engagement platform for regulated industries, today announced the AI in CX Summit 2026, a free digital event taking place on May 19, 2026, from 1:00 – 4:00 PM EDT. The summit will bring together executives from banking, telecommunications, and fintech to share the real-world strategies, decisions, results, and hard lessons of moving AI from proof of concept to measurable business value.

“This event is built for the leaders inside banks, telcos, and fintechs who own the outcome, the ones responsible for making AI actually deliver results,” said Dan O’Malley, CEO of Engageware. “Whether you’re deploying agentic AI to resolve customer issues faster or using it to streamline internal operations, the challenge is the same: moving from a working pilot to measurable business impact. The leaders at this summit have done it, and they’re sharing exactly how.”

Executive Speakers and Sessions

The summit will feature an executive keynote from Gartner VP Analyst Adrian Lee on what separates conversational AI deployments that deliver meaningful business outcomes from the ones stuck in pilot purgatory, and what Gartner sees across the market that’s actually moving the needle on CX.

Speakers sharing real-world deployment stories from across the Americas include:

  • Jesica Cardozo, Digital Bank AI Agent Expert, Bancor — launched the first customer-facing generative AI agent in Argentina, leading the migration from traditional bot to GenAI, innovating under strict regulatory oversight and turning customer resistance into adoption.

  • Gilbert Minionis, Chairperson, NetUno — scaled AI-driven CX across a major Latin American telecom provider, reaching 84% autonomous AI agent resolution while growing the customer base 2.3x with only 15% additional headcount.

  • Aimee Ten Eyck-Schaffer, Learning & Development Manager, OnPoint Community Credit Union — deployed a generative AI-powered internal search, automatically answering 71% of employee questions and surfacing the knowledge gaps their team didn’t know they had.

The event will be hosted by Alice Milligan, former CMO of Morgan Stanley, former Chief Customer Officer of E*TRADE, and current board director and advisor. At Morgan Stanley, she led AI strategy and implementation within the marketing organization. Milligan brings more than 35 years of experience leading marketing, customer experience, and digital transformation across financial services and consumer brands.

Why Attend AI in CX Summit 2026?

  • Turn Your AI Pilot into a P&L Line Item: Walk away with best practices for operationalizing AI to drive measurable outcomes across customer acquisition, service, and retention.

  • Deploy Agentic AI That Resolves, Not Just Responds: See how leading organizations are using agentic AI to handle customer needs end-to-end — from first contact to resolution — across channels including WhatsApp and voice.

  • Get the Playbook from Teams Already in Production: Walk away with the deployment strategies, governance models, and channel-specific tactics behind real results: higher conversion, lower cost-to-serve, and improved efficiency at scale.

  • Bring Back a Framework for Your Team: Leave with a clear view of where AI fits into your CX strategy, along with practical next steps to make it real.

Register

The AI in CX Summit 2026 is free and open to executives, operators, and technology leaders in banking, telecom, and customer engagement. The event takes place May 19, and the agenda is built for a focused audience. Register now to reserve your spot.

About Engageware

Engageware is the most used AI-powered customer engagement platform for regulated industries. Trusted by more than 600 global enterprises – including 25% of the top 50 banks in the Americas and 20% of the top telecom providers – Engageware helps organizations modernize service and sales with governed conversational and generative AI that improves conversion, reduces contact center load, and strengthens customer trust across digital and human-assisted journeys. Engageware’s platform unifies AI-powered customer agents, appointment scheduling, and knowledge management to seamlessly connect customers to the right answers and experts, and employees to the right guidance to help reduce costs, grow revenue, and manage risk at scale. Headquartered in the technology district outside of Boston, Massachusetts with operations throughout Latin America, Engageware is a portfolio company of Clearhaven Partners, a Boston-based private equity firm focused exclusively on investments in software and technology businesses. Visit https://engageware.com to learn more.

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