Roundtable

Loyalty That Answers: Owning the Member Relationship as AI Becomes the Front Door

October 27, 2026 12:30 pm - 2:00 pm EST
Data-driven.
People first.
Executive Engagement.

Owning the member relationship when AI handles discovery and checkout

AI assistants and emerging commerce connectors are answering customer questions before brands can respond, and that shift changes the economics of loyalty. When discovery surfaces a generic rate or offer, the individual member benefit a brand provides is invisible unless a member record can be surfaced and answered in real time. Organizations must weigh distribution opportunity and partner-led convenience against the risk of becoming a data supplier on someone else’s terms. How does a loyalty program preserve the member relationship rather than cede it during this change?

Many organizations are responding by rethinking three linked areas: member identity and real-time data integration, governance and access decisions that limit what channels can query, and the architecture that routes answers without fragmenting the member experience. Some teams approach this as an integration and platform problem, others treat it as governance and contracting, and most find the hardest work is aligning marketing, CRM, CX, and engineering around a single answer model. Practical approaches include narrowing the scope of on-demand answers, defining consent-first identity exchanges, and assigning cross-functional decision rights for channel participation.

Join industry peers to explore where member records should sit today, what answering in real time asks of your data and teams, and how much of this work is technical versus governance. Bring specific scenarios and trade-offs you face so the group can compare architectures, consent models, and governance guardrails that preserve brand control while letting members engage where they choose.

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Speakers

Jaclyn Wands

Vice President, Product & AI

Discussion Topics

1

Identifying where AI channels are already influencing loyalty outcomes and mapping the visibility gaps that leave member benefits invisible.

2

Designing member identity and real-time data integration so a loyalty program can answer a member-specific query through an external system without exposing unnecessary data.

3

Establishing governance and decision rights across marketing, CRM, CX, and engineering so the organization can decide what to expose and what to refuse when third-party channels request member data.

About Phaedon

Phaedon is a loyalty partner to brands across travel, hospitality, and retail, helping organizations humanize loyalty by transforming customer interactions into meaningful, lasting relationships.
Combining innovative technology, strategic expertise, and advanced analytics, Phaedon delivers end-to-end loyalty solutions that drive measurable business outcomes — from stronger engagement and increased lifetime value to sustained customer advocacy.
Its award-winning Tally™ platform enables organizations to scale loyalty with precision, embed emotional drivers into the customer experience, and move beyond transactional programs toward deeper connection.
Trusted by both leading and growth-focused brands, Phaedon helps organizations turn loyalty into a durable source of competitive advantage and long-term growth.

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Alex Boehme, CTO, H&M Group
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Jeffrey Johnson, Vice President, Chief Information Security Officer and Chief Security Officer, Siemens Health Affairs for North America
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Access to industry leading like-minded executives tackling similar initiatives

Discover

Collaborate and network to gain expertise and experience on how to best act and succeed

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In-depth face time with the world’s leading tech companies pushing the boundaries to solve your challenges

Apply to attend

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