Meet us at Customer Service Leaders Breakfast
29. BANKING & INSURANCE FORUM 2025
15-16 April 2025 | The Westin Warsaw Hotel
Jakub Weber
Head of Financial Services Business Line
at Enxoo
Marcin Naliwajko
Partner, Delivery Center
at Enxoo
The future of financial services is personal – and intelligent.
Clients expect more than standard offers. They want personalized advice, seamless service, and fast, relevant communication.
To meet these expectations and unlock growth, banks, insurers, and wealth managers must embrace intelligent automation and AI-driven personalization, without reinventing their entire tech stack.
How can banks, insurers, and wealth managers meet these expectations and grow without overhauling their tech stack?
At Enxoo, we help financial institutions scale efficiently with Salesforce-powered AI, automation, and ready-to-use solutions.
Contact our experts (Jakub Weber and Marcin Naliwajko) at the Banking & Insurance Forum to learn how leading firms are transforming personalization into measurable business value.
#FinancialServices #AI #Personalization #DigitalGrowth #WealthManagement
Where: Warsaw
When: 16 April 2025
Start: 09:10
Panel Session
“Intelligent Automation and Personalization: A Practical Path to Growth in Banking, Insurance, and Wealth Management“
Are AI, automation, and personalization the secret sauce for growth in financial services? Should every institution build these capabilities from scratch—and at what cost?
In this session, we’ll explore:
- Whether building personalization and automation in-house makes business sense today.
- A sample client and advisor journey powered by Financial Services Cloud for Wealth Management.
- How to implement AI to minimize risk and accelerate time to value.
Jakub Weber
Head of Financial Services Business Line
@ Enxoo
Our Speaker
Jakub Weber is Head of the Financial Services Business Line at Enxoo. With over 20 years of experience in leading business transformations across EMEA, APAC, and the US, he has helped major financial and telecom organizations optimize operations, technology, and customer experience. With prior experience at Bank of New York Mellon, Jakub understands the challenges of wealth and investment management from the inside—and how AI and digital solutions can address them effectively.
Schedule your meeting today!
Jakub Weber
Head of Financial Services Business Line at Enxoo
