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Tara
Lacey
RVP of Customer Success
Backbase
Tara is a growth-focused customer success and transformation leader with more than 20 years of experience driving revenue growth, operational excellence, and executive partnerships across fintech and financial services. She thrives at the intersection of technology, strategy, and client value—helping organizations navigate digital transformation while delivering measurable business outcomes. As RVP of Customer Success at Backbase, Tara oversees a $32M+ ARR portfolio for the company’s AI-powered Engagement Banking Platform. She serves as a trusted advisor to C-suite leaders at banks and credit unions, aligning technology investments with strategic business goals. By partnering closely with Sales, Services, and Product, she drives strong adoption, retention, and expansion, consistently achieving over 100% net revenue retention. Tara is also passionate about building high-performing teams, coaching customer success leaders to deliver meaningful impact across adoption, satisfaction, and growth metrics.
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08 April 2026 09:45 - 10:30
Panel | Agentic AI: Scaling success without scaling headcount
Customer success teams face the challenge of scaling outcomes - onboarding, adoption, renewals, expansion, and support - without proportionally growing headcount. Agentic AI offers the potential to transform how these motions are executed, but implementation raises complex operational and human-centric questions. This panel brings together CS leaders and AI practitioners to explore the realities of deploying agentic systems in customer success, from efficiency gains to human-AI collaboration, ROI, and hidden deployment challenges. Attendees will hear candid insights on what works, what doesn’t, and how to navigate the trade-offs of a blended human-plus-agent CS model. Key discussion points: - Which CS motions - onboarding, adoption, renewals, expansion, or support deflection - scale best with agentic AI - Strategies to increase CS efficiency without customers feeling “handled by bots” - Practical impacts on CSM-to-account ratios once agents are fully deployed - Methods for attributing wins between humans and agents in a blended CS model - Realistic timelines for achieving measurable CS ROI from agentic systems Panelists will share practical lessons, emerging best practices, and strategies for integrating agentic systems while keeping customer relationships human-centered - offering a roadmap to scale customer success effectively without scaling headcount.