Published to Whisper Club: June 9, 2026 ID: TBW2081
Analyst(s): Dr. Doreen Galli
ABSTRACT:
“This Whisper Report investigates how can we leverage customer interaction data to drive business insights and innovation. Based on expert perspectives gathered at Customer Connect Expo held in Las Vegas, teasing how everyday conversations can become enterprise-wide signals—before the best opportunities and risks surface on their own. Cited experts: Siva Kannan Ganesan Macy’s, Dr. Kalifa Oliver at Ford, Sean Gigremoss at Claritiv, Atul Grover at Enthu.ai, Dayna Neumann at Unified Direct Solutions, Pedro Lopez Slevin at Mitrol, Alex Hamberger at Blitz, Zac Brooksher at Verse.ai and Patrick Reynolds Etech.”
Public and Video Edition Released: August 11, 2025 11am
Analyst(s): Dr. Doreen Galli
Photojournalist(s): Dr. Doreen Galli
Abstract:
“Integrating AI customer service with existing IT systems starts by setting clear business goals. AI should enhance, not disrupt, current workflows and streamline real-time support. Every organization has unique systems, so tailored integration is essential. A major challenge is fragmented data—making robust pipelines and clean, synchronized data critical. Accurate timestamps and system compatibility across platforms are key to ensuring effective AI performance and a smooth digital transformation journey.”
Target Audience Titles:
Chief Information Officer, Chief Technology Officer, VP/Director of IT Operations, Enterprise Architects
Chief Customer Officer, VP/Director of Customer Services/Success, Contact Center Operation Managers
Solution Architects, DevOps & IT Administrators, Customer Support Agents, Data Scientists and ML Engineers
Key Takeaways
Start with clear business goals so AI enhances workflows without causing disruptions.
Tailor integration to your unique tech environment to avoid inefficiencies.
Reliable, clean, and synchronized data pipelines are essential for effective AI-driven customer service.
We took the most frequently asked and most urgent technology questions straight to the technologists gathering at Customer Connect Expo 2025 held at the Las Vegas Convention Center. This Whisper Report addresses the question regarding how can we integrate AI-driven customer service solutions with our existing IT infrastructure? As Ford’s Dr. Kalifa Oliver shared, “first we need to break down our needs and our goals and figure out which pieces of AI actually build efficiencies in our IT systems because right now there are too many systems that are fragmented.” With ALL AI projects, it is best to start with the business goal not the technology. We do not want to spend resources to integrate technology that goes unused. Furthermore, the context of the business goal helps guide engineers when they have design choices to make.
AI in Customer Service is all about optimizing and improving the customer service workflow to lead to maximum customer satisfaction. As Zaon’s Jason Kaufman shared, “using artificial intelligence tools within the organization to actually help drive and make more efficient the processes that go into place in order to support good customer service. For example, leveraging artificial intelligence to actually analyze chats real time community forums real time. Actually monitoring that (the communities) helping to gain insights about what your customers have questions about so that you can leverage the AI to actually generate the knowledge on the fly to actually provide that (information removing confusion) back to them real time as if it’s another person on that community thread.” The nonobvious challenge in achieving this solution is best described by Claritiv’s CEO Sean Gigremoss. “Everybody has workflows. Every company is unique. What tools do they use? What products do they use now? Do we need to build it?” In other words, every organization has a unique, highly mixed environment with varying degrees of maturity both in the technology itself and the organization’s ability to deploy technology.
Verse.ai’s Zac Brooksher recommends focusing on complimenting the current workflows and processing. “We can integrate AI driven customer service solutions using full funnel metrics understanding all of the conversations the timestamps the channels the appropriate team members what next steps are all integrating into existing systems and processes just to complement what the current workflows and data processing is today like.” Any technology not realizing it is complimenting an existing process will instead create process interrupts. The distinction really is a big difference.
As Claritiv’s Sean Gigremoss shared, data is everywhere! “They make it so easy for us to integrate because in the end that’s important because all the data are in this different .. disparate systems. You need information from Salesforce you need information from zoom you need information from slack you need information from your database you need information from your customer’s database so to be able to do that you need to make sure that you’re using the tools or you’re partnering with companies that help you so that you can focus on what you do best.”
But the data isn’t just everywhere, it comes from everywhere. The first obvious location was shared by Enthu.ai’s Atul Grover, “we integrate with the telephony at the dialer.” And the rest such as the web and email communications, “we ingest that using an API driven environment.” Diabolocom specializes in capturing all that occurs between the customer and the organization on mobile devices. As Diabolocom’s Benjamin Shakespeare shared, “with our mobile solution that we are about to release
the market .. So all field reps anybody who is using a cell phone today with every interaction they have on their phone our AI will then score that call transcribe it and push it directly into the CRM So any lack of compliance that you are seeing today in your organization from people that are not sitting behind a computer that will be no longer.”
Now that we understand we are complimenting the existing customer experience workflows for the benefit of the customer experience and that data is everywhere, what can we do? As Macy’s Siva Kannan Ganensan shared, “you need to make sure your data pipeline is very robust when we talk about all this AI integration data is the core so make sure the data is cleansed and always readily available ready to serve with that we’ll be able to integrate an into your existing architecture or in your organization.”
Figure 1. Compliment Workflows & Leverage Robus Data Fabric
It’s all about the data infrastructure! You need robust data pipelines as part of your data fabric to seamlessly integrate any new AI offering as depicted in Figure 1. AND you must ensure data quality. For example, data quality is paramount when dealing with timestamps of customer communications. What time zone is your organizational standard? Do your IT systems work in that time zone, and do you know what systems provide timestamps in other formats or time zones? Is that true for any and all corporate acquisitions feeding data into the system? Is the system designed to handle the variety of daylight savings time scenarios? Are all the clocks adjusted for daylight savings automatically or manually? Finally, are the timestamp clocks aligned? To the second or to the minute? It’s valuable to know if you can look at time as fact or approximation in your organization. If your organization is going through any type of digital transformation, it is critical to get the best advice available to ensure your success. Ensure your success by scheduling your inquiry with a TBW Advisors advisor before starting any critical phase of your digital transformation journey. Get the smartest advice available and leverage our firsthand experience to your advantage.
After over 200 minutes of recording, 6 flights of stairs, and over 30 factchecks, our coverage of the rebranded Customer Connect Expo 2025 or CCE25 closes. The event featured over 43 keynotes and seminars and over 200 vendors exhibiting. Keynotes included discussions on customer loyalty, employee satisfaction, data-driven personalization, and AI in customer experience. A seminar focused on enhancing call centers with AI agenst is also included. Exhibits ranged from technology supporting customer experience and call centers, data consolidation and customer 360, to entire platforms and BPO services.
The Conference
The event featured over 43 keynotes and seminars and over 200 vendors exhibiting.
Technologies covered include telephony, networking, SIP, call blocking, data, data management, data fabrics, customer 360, AI, LLMs, agentic AI, conversational AI, and bots.
Cautions
Just because a solution ‘works’ doesn’t mean the product was designed with customer privacy in mind.
Platforms that combine multiple functions can look like a quick win unless you already have installed components or desire to switch a specific function to a best in class. Ensure any ‘platforms’ leverage standards for any components. By adhering to standards, customers can avoid vendor lock into the platform and keep the door open for maximum architectural flexibility.
After over 200 minutes of filming, 6 flights of stairs, over 30 fact checks, our coverage of the rebranded event, Customer Connect Expo 2025, or CCE25, comes to a close. CCE25 opened with a grand ribbon cutting ceremony featuring the Global Voice of Customer Experience, Dennis Wakabayashi. TBW Advisors LLC’s clients and subscribers may recognize Dennis from last year’s AMA Industry Whispers event with Dennis. Admittedly, this event is one we always look forward to having covered it in 2023 and 2024 under its previous branding of CCCLV for Call & Contact Center Expo Las Vegas. The event features 4 stages hosting a total of 43 keynotes and seminars. The theaters for the speakers were mixed amongst over 200 exhibitors in expo hall. The keynotes and seminars were full coming in just under maximum capacity. The last two years, there were notable audio issues for the speakers. This year they had a dual audio set up with headphones and speakers. I only heard one major feedback sound the entire event. In fact, the sound worked so well that it kept the audience enthralled preventing them from walking around as much as in previous years. This led exhibitors to politely describe foot traffic as a “slow”. While the total booth traffic was light, the exhibitors did admit that the leads they obtained were rock solid with most easily covering the expenses. In other words, everyone was there was serious about conducting business with not much fluff. Food was also available within the expo hall itself.
While at CCE25, we conducted research for three additional forthcoming Whisper Reports for our clients. The playlists are unlisted but available and will eventually fill in with the video version of the report so you may wish to bookmark these playlists.
Readers and viewers wishing to experience the entire event are encouraged to view the Conference Whispers: CCE25 playlist in its entirety. Once the video edition is available, the playlist will be sited as a pinned comment on the video edition. It is also easy to locate any previous Conference Whispers playlists through TBW Advisors Website under Subscribers research/Conference Whispers.
During our coverage at CCE25 we were able to catch 4 keynotes and one seminar. The first keynote we captured was by Pfizer’s Wayne Simmons. Wayne reminded all that customers want companies that are interested in partnering for life when possible. In many domains such as banking, it is very inconvenient and takes significant effort to switch companies. One a customer is lost – it is expensive to reacquire that customer if at all possible.
Ford’s Dr. Kalifa Oliver drove home the obvious but too often overlooked point. If an employee is miserable and being treated horrible, how do you think they will treat your customers? A company should not be worried about an employee being happy but rather ensuring they have the tools and support to do the job. The development of employee satisfaction tools tend to be behind customer satisfaction tools but they need not be separate tools. It’s simple, data shows a satisfied and empowered employee is more likely to provide a positive customer experience.
The second day keynotes kicked off with Macy’s Siva Kannan Ganesan on the power of data. Siva highlighted the importance of capturing customer data including every click. A customer experience must be engineered. The two-tower approach was recommended for one’s digital strategy the achieve the ultimate in personalization.
Ring Central’s John Finch was on the Keynote stage to talk about Agentic AI driving the next generation of customer experience. The presentation went beyond revealing the next generation of customer experience tools. Context for the value contributed by conversational AI, generative AI, bots as well as the power of agents and personalized assistants was also provided. Expanding on that agentic AI theme was a seminar on expanding your call center with AI agents. Mitrol’s Francisco Trojano shared their approach to improve contact center’s impact. This seminar included various success stories.
The exhibits had a large variety of vendors including various components of solutions to create the ultimate customer experience. To the surprise of some, fax usage has risen 23%. Faxsipit shared their solution that won’t create a chain of mis transmissions and errors even for 1400-page documents! Perhaps, like many of the exhibitors, you are meeting and speaking with your prospects at a conference and don’t want to miss any of the potential leads. Claritiv shared their solution to capture and enable your ability to analyze these interactions. Need a method to see what the customer is experiencing first hand? With Blitz you can send a quick link that allows them to share their camera view without downloading a mobile application. Perhaps you interact between the physical and digital world and want a vendor that can help you? Put Unified Direct Solution on your radar who specialize in optimizing such a scenario including balancing needs based upon conditions. If you are short of staff and are thinking about outsourcing but not sure you want your customers to deal with outsourced agents, you might want to evaluate Kongusto. Now that you have all this staff, you’ll want them to feel like a team even if they are spread around the world. To that end, Nexgen virtual office shared their next generation of leveraging technology to create the ultimate in virtual office. Regardless of your technology, if you were seeking to market your solution, Greenstar Marketing was there with their services.
There were exhibitors with products focused on bringing your data together and providing insights. Maprehend focused on the expertise of your very best employee and empowering all. Likewise, if you wanted to clone your best sales agent, Verse.ai focuses on the best message on the right channel to deliver results. Enthu.ai connects and consumes all your customer interactions with a side of automation to provide useful customer insights. Diabolocom leverages a proprietary AI solution that is trained exclusively on your data for your private model. Zaon’s approach is to start with the problem or use case and connects the subject matter experts to create solutions.
If you are seeking a contact soluton provider beyond the data and perhaps a solution that is actually a carrier, Nobelbiz is a telephony carrier and can assist if your calls are not getting connected correctly. Assembled is a support operations platform with three pillars. One pillar handles AI agents through all forms of contacts, second is vendor management offering including handling billing, and third workforce management to increase productivity. A platform for omni channel communications highly integrated with AI agents is available through Mitrol as described earlier in their seminar. If you are looking for a platform with a side of business process outsourcing (BPO), Etech harnesses the power of AI to drive your customer experience through calls, chats and all customer interactions. The three focus areas include contact center services, Quality and analytics and customer development. ValueLabs leverages its own generative AI platform built leveraging various LLMs. ValueLabs focuses on four areas: outsourced product development, quality engineering, data engineer and process automation. ProntoBPO offers shared services, rental stations, BPO as well as software development. ProntoBPO specializes in verticals such as Pest, Lawn and HVAC services.
CCE conference will unfortunately move to Atlanta, GA for 2026.
*When vendors’ names are shared as examples in this document, it is to provide a concrete example of what was on display at the conference, not an evaluation or recommendation. Evaluation and recommendation of these vendors are beyond the scope of this specific research document. Other examples products in the same category may have also been on display.
Fintech Meetup 2024 allowed over 4,000 attendees to not only meet up, but see an extensive collection of exhibitors and extended formal interviews as keynotes. Attendees and exhibitors agree the word that best described the event was “different”. The conference featured technologies that are specific to Fintech, those that benefit regulated industries such as fintech and healthcare and interesting technologies for enterprises including those in Fintech and in general.
The Conference
Fintech MeetUp 2024 was held in Las Vegas, Nevada and had just over 4,000 registered attendees, with large collection of exhibiting companies.
Attendees at CES 2024 hold titles such as CEO, Founder, Investor, VP, Director, Chief Marketing Officer, VP of Engineering, VP of Product Development, data scientists, Chief Risk Officer, Chief Revenue Officer, and lead engineer.
Highlights
Fintech Meetup would have to be the meetups that resulted from the preparation for the event and neat matching technology in the background.
Cautions
It is critical you keep up to date with the deadlines as the Meetup approaches to get the maximum networking from the MeetUp.
As a Meetup I had no idea what to expect as I approached the entrance. The informal font on the conference title makes it seem quite small. In reality, there were over 4,000 people there and the meeting space was literally buzzing! Did the conference meet our expectations? Well it was larger than thought but managed to maintain the quaintness you would expect from the name. I really do think everyone was so much friendlier than I ever experienced at a conference as observed in the walkabouts! There was food galore albeit I heard a lot about the heavy curry on Monday’s lunch!
Much to our surprise there were in fact keynotes sessions. Unlike most conferences, all keynotes were interviews. TBW Advisors LLC was able to catch a few of these. Specifically, Kevin O’Leary on behalf of Beanstalk*. Interestingly, Kevin has a few quotable moments. He reported he only gives start-ups 3 years to make it. He also stated that Shark Tank investments are expected to recoup their investment within 48 hours of airing on television. Finally, he also will not invest in a company that cannot handle its own social media!
Attendees were also treated to an in depth interview of Angela Strong, a long-time venture capitalist. Angela was decidedly giddy about the quality of the current group of start-up entrepreneurs. She further delved into the depth of their experience on the exact niche of a problem they are solving.
MasterCard’s CTO, Ed McLaughlin also provided an in-depth interview to attendees. His advice is to not push new technology aside just because you have something that can do something the new technology can do. Rather, he strongly urged all to explore what the new technology can do that other technology cannot – for that is where the magic of innovation will occur. Max Neukirchen from JP Morgan also shared the passion his organization has for innovation.
For banks seeking mobile image capture, UrbanFT was there to meet your needs. Likewise if you are trying internally to get data from such captures, a new startup Docsumo was there trying to get your attention. If you bank is attempting to stop fraud from skimmers, Aries Anti-fraud solution with separate numbers on the front and back of cards caught a lot of attention! If however, your organization is seeking ultimate personalization based on user data, Finalytica.ai offered an option. If your bank is in a state with legal Cannabis industry, Shieldbanking’s solution offers a method to meet AML compliance requirements.
As you might expect some tech was not specific to Fintech but applied to regulated industries in general. For example, Skyflow offers data privacy for regulated industries and is equally at home in healthcare. While not unusual for VCs to require this tech of their investments, Zeni provides accounting and bookings for startups regardless of what sector they serve with their customers.
There were two interesting vendors that leveraged behavioral science. Symend leverages customer behavior to increase sales as well as detect fraud. For example, some customers cannot resist a FOMO type of advertisement while others never respond. Likewise. NeuroID leverages typing patterns and copy and paste detection to identify fraud. As you might guess, most people don’t have to copy and paste their own addresses into fields, but cyber criminals do.
Next year’s event will be March 10-13, 2025 in Las Vegas.
*When vendors’ names are shared as examples in this document, it is to provide a concrete example of what was on display at the conference, not an evaluation or recommendation. Evaluation and recommendation of these vendors are beyond the scope of this specific research document. Other examples products in the same category may have also been on display.
