Senior leaders in conversation in a private London boardroom at dusk
An invite-only roundtable

The Agentic Shift:
Rethinking CRM & Loyalty

When agents start making the decisions, what happens to the people who used to make them?

21 January 2027Thursday
17:00 – 19:00London time
20 seatsLimited capacity
107 CheapsideLondon EC2V 6DN

01 · The shift already underway

The useful conversation starts where the pilot ends.

Most conversations about AI in CRM stop at the pilot. Fewer get into what changes once agents are actually deciding.

Who owns a segment when it builds itself? What does a CRM team do once execution isn't the job anymore? Where do loyalty rules still need a human sign-off?

This isn't a keynote, and nobody is pitching you a platform. It's a closed room for people wrestling with the same questions right now.

02 · What's on the table

Five threads.
One table.

No slides to sit through. Bring your own data points — that's the point.

SignalsDecisionsOutcomes
  1. 01

    From campaigns to conversations

    What a “campaign” even means once execution stops being the bottleneck — and what fills the time it used to take.

  2. 02

    Who owns the segment

    How CRM and loyalty team structures shift as agents take on execution — and what's left for the humans who used to own it.

  3. 03

    Decisions, made in real time

    Rethinking segmentation, eligibility and rewards outside the nightly batch — and what breaks when the logic runs live.

  4. 04

    Where the human still decides

    Guardrails, trust and the calls no team is comfortable handing an agent yet — and why.

  5. 05

    What the early data actually shows

    Benchmarks, false starts and results worth taking seriously, from teams already a few steps into this.

03 · A room, not a stage

Twenty leaders.
No audience.

Director-level and above across CRM, lifecycle, retention and loyalty marketing — at consumer brands running these programmes at scale.

No agencies. No vendors pitching a booth. Structured discussion, real examples over slides, and enough time to actually finish a thought.

CRM
Lifecycle
Retention
Loyalty
Director level +
Consumer brands
Chatham House rule

04 · Leading the conversation

In the room

Practitioners and leaders working at the edge of CRM, loyalty and agentic engagement.

Portrait of Zsuzsa Kecsmar01

Zsuzsa Kecsmar

Co-Founder & Chief Strategy Officer, Antavo

Zsuzsa has helped scale Antavo into a global SaaS platform powering loyalty programs for leading consumer brands. Named Personality of the Year at the 2024 International Loyalty Awards and recognised by Forbes as a leading female founder in tech.

Portrait of Graham Gordon02

Graham Gordon

Marketing Leader & CRM Strategist

A marketing leader with over 25 years' experience building CRM and lifecycle programmes across retail and ecommerce, including the launch of the myWaitrose loyalty programme.

Portrait of Ankit Gupta03

Ankit Gupta

VP of Growth, Netcore

Ankit works closely with CRM and marketing leaders navigating the shift from rules-based automation to agentic engagement.

Portrait of Harigovind04

Harigovind

Head of Solutions, Netcore

Hari works with enterprise marketing teams designing CRM and engagement programs, seeing where agentic AI holds up in production — and where humans remain essential.

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