BFSI SUMMIT 2025 AGENDA:
Beyond the Transaction
Building a Legacy of Value
24th September 2025
9:00 AM
Welcome & Opening Remarks
Session 1 Keynote Address
The Next Leap: Redefining Health Insurance for a Healthier, Wealthier India
Tbc
Session 2 Spotlight Session
Nishit Kanchan
Designation – Head of Sales, Samsung Ads
TV Starts with Streaming
Smart TVs have become a central hub for entertainment, communication, and information consumption in modern Indian households. As Smart TV ownership grows and streaming continues to surge past linear TV, we’ll take a look a unique look at what this means for advertisers, and how OEM CTV can help you navigate, and win in the streaming first era
Session 3 Leadership Talks
R Subramaniakumar
MD & CEO, RBL Bank
Securing the Future of Indian Banking
Digital: Beyond automation - using AI and analytics to build intuitive, frictionless customer experiences
Trust: Strengthening the core through cybersecurity, ethical data use, and transparent communication
Inclusion: Unlocking the potential of ‘Bharat’ with tailored products and platforms
Talent: Cultivating agile, purpose-driven teams equipped for rapid transformation
Harmony: Balancing innovation and regulation - ensuring speed doesn’t come at the cost of stability
Session 4 Report Launch
Mayank Kapur
Sr Partner, Yaap - Session Chair
Session 5 Panel Discussion
Somesh Surana
Joint President – Digital Business Group & Marketing, HDFC Ergo
Vikram Jeet Bhayana
Head Of Marketing, Bajaj Allianz General Insurance
Sapna Desai
CMO, ManipalCigna Health Insurance Company Ltd.
Creators, Credibility & Compliance: Winning with FinFluence
How can BFSI brands ensure that the creators they collaborate with build consumer trust rather than compromise it?
What are the best practices for balancing creative freedom with regulatory compliance in influencer-led campaigns? Especially now that RBI, SEBI and ASCI have their eyes on this space.
Beyond vanity metrics like likes and views, what does meaningful success look like for influencer marketing for your brand?
How does one manage brand safety and ensuring factual accuracy when creators simplify complex financial products?
Let's talk Bharat! To what extent are Tier 2 and Tier 3 influencers being integrated into your marketing strategies, and how are brands localizing content while maintaining compliance?
Many BFSI products aren’t sold, they’re understood, then bought. How are creators helping you educate and nudge consumers through that journey?
With AI-generated content and virtual influencers starting to show up, do you see a future where brands might tap into virtual creators? Or does that compromise human trust?
How is your brand nurturing long term partnerships with creators to ensure alignment with evolving compliance norms, brand objectives, and audience expectations?
Networking Lunch
Laqshya Pitch BFSI Marketers Award
Session 6 Panel Discussion
Ranabir Bose
Head of Marketing, Aditya Birla Sun Life Mutual Fund
Geetanjali Sachwani
VP & Head - Marketing, Franklin Templeton Asset Management (India) Pvt. Ltd.
Shekhar Saurabh
Head of Marketing, Tata AIG General Insurance.
Ashish Morone
EVP & Head – Brand & Marketing Communications, HDFC Bank
Rajiv Prabhakar
CDO, Axis Securities
Krunal Patel
Head of Marketing and Corporate Communication, NSE
Russhabh R Thakkar
Founder and CEO, Frodoh
Purpose & Profit: Protecting People, Powering Trust in a Digital-First World
How brands can embed anti-scam education and online safety literacy not just in messaging but in digital product design to empower communities and safeguard trust.
Strategies for integrating consumer protection, digital fraud awareness, and cybersecurity architecture into ESG, marketing, and digital transformation roadmaps.
Best practices for transforming fraud prevention into tech-enabled, emotionally resonant campaigns that reflect brand purpose and social accountability.
Tools, data frameworks, and KPIs to evaluate ROI of fraud-awareness initiatives - from platform security metrics to brand credibility, consumer loyalty, and digital trust scores.
Session 7 Featured Presentation
CX as Growth Engine: Customer-Led Marketing
How to position customer experience as a foundational and measurable element of your overall marketing strategy.
Proven methodologies for designing frictionless onboarding processes and anticipatory service journeys that delight customers and prevent pain points.
How intelligent automation can enhance personalization and efficiency, freeing up human agents for high-value interactions that build brand loyalty.
Practical approaches to tie CX improvements directly to marketing metrics such as reduced churn, increased lifetime value, and amplified word-of-mouth advocacy.
Session 8 Spotlight Session
Kedarswamy Ravangave
Executive Vice President – Marketing at Kotak Mahindra Bank
How Kotak Mahindra Bank has taken major leaps in ai led hyper personalization
Session 9 Panel Discussion
Manav Verma
CMO, India Infoline Group
Elizabeth Venkataraman
Executive Director - Marketing, Shriram Finance Limited
Geetanjali Chugh Kothari
CMO, Generali Central Life Insurance Company Ltd
Arvind Iyer
Head- Marketing Piramal Finance
One-in-a-Billion Journeys: How AI is Reimagining Storytelling Across the Funnel
How BFSI brands are moving beyond static campaigns to create dynamic, data-driven stories that adapt in real time to customer behavior.
Connecting emotional storytelling with performance outcomes: From driving awareness to influencing decisions, loyalty, and trust.
How AI enables consistent, personalized storytelling across digital, human, and offline touchpoints - blending brand and performance marketing.
Measuring success in a full-funnel world: Moving past impressions to track engagement, conversion, retention, and lifetime value.
