Customer Experience Exchange for Financial Services US

October 11 - 12, 2016

United States

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Are you Ready for the Next Generation Customer?

This Customer Experience Exchange for Financial Services is an outstanding opportunity for you to learn lessons from the most successful financial institutes in the field. In just two days out of the office you’ll save months and potentially years of strategy heartache.

Join North America’s leading minds in customer and brand experience to discuss:

  • Effectively managing the migration to online and mobile banking
  • Extracting maximum value from social media to ensure a holistic customer experience
  • Gaining a comprehensive understanding of the regulatory environment
  • Implementing appropriate processes and channel strategies to counter changes in consumer behaviour
  • Moving from 'big data' to actionable insight to drive continuous business improvements
  • Embedding customer centricity through effective people engagement, motivation and training

If you are passionate about securing the future of your business through the customer experience you provide, if you have ideas to share, opinions on what needs to change and an ability to make things happen, then the Customer Experience Exchange for Financial Services is the event for you.

Request an Invite


Sponsors & Exhibitors
Silver Plus Sponsors
Development Heroes
Lithium
MaritzCX
Qlik
Silver Sponsors
[24]7
GfK
Inbenta
Ipsos Loyalty
Sitel
2015 Sponsors Included
Adobe
Aptean
Clarabridge
Conversocial
Deloitte
Indus Insights
Market Gravity
MHI Global
Root
SaleMove
Sitel
Teleperformance
Thunderhead
Virtual Hold Technology
Wilson Learning
www.arvato.com
Media Partners
Independent Research Partner
Forrester
2015 Media Partners Included:
Card and Payments World
CRMXchange
CX Network
Loyalty
Mobile Innovation Magazine
MyCustomer.com

  • Customer Experience Exchange for Financial Services 2015 Post Event ReportCustomer Experience Exchange for Financial Services 2015 Post Event Report
    Take a look at the 2015 Post Event Report to gain access to exclusive interviews, presentations as well as insights into the Agenda and much more!
  • Forrester: How To Move From Personalization To Individualization
    Forrester VP, Research Director serving Customer Experience Professionals, Michael Gazala presented at the 2015 Exchange on the importance of data-driven CX design and the rise of individualized experiences which touched on some of the points covered in Forrester's report, “Personalization And The Rise Of Individualized Experiences” written by Michael’s colleague Senior Analyst, Tony Costa.
  • The Changing Face of the Financial Services CustomerThe Changing Face of the Financial Services Customer
    Nowadays customers are more savvy than ever before. Whatever their purchase, customers want their experience to be consistent, with their problems solved quickly, and with full transparency. Financial Services across North America have woken up to this and are now becoming much more competitive through their customer experience strategies. However, there is a lot of work to do. Lack of trust, lack of ROI and big investments means that building a customer experience department is still seen as risky business. However, this is where the true competitive differentiator lies.
  • Customer Experience LeadersCustomer Experience Leaders' Top 10 Investment Priorities
    Ahead of the Customer Experience Exchange for Financial Services, we surveyed our elite group of customer experience leaders attending the event to understand their biggest customer experience challenges, and which tools and solutions they plan to invest in over the next 12 - 18 months to build customer trust and drive profitable growth with a holistic customer experience strategy

2015 Speakers Included

CFPB
Anthony Gibbs
Regional Director
CFPB
Allianz Global Investors
Sue Matteson-King
US Chief Marketing Officer
Allianz Global Investors
Citi
Alice Milligan
Chief Customer Experience Officer - Citi Cards
Citi
Santander
Manuel Baldasano
EVP - Digital Banking & Multichannel
Santander
MasterCard
Cindy Chastain
SVP, Group Head, Customer Experience & Design
MasterCard
Wells Fargo
Kishore Siva
SVP & Customer Experience Initiatives Lead
Wells Fargo
TD Bank Group
Parin Kothari
SVP Digital Channels Strategy & Planning
TD Bank Group
SunTrust Bank
Damian Warren
SVP - Digital Strategy and Omni-Channel Integration
SunTrust Bank
JP Morgan Chase
Dan Schrebstein
VP Global Digital Strategy
JP Morgan Chase
AXA
Jennifer Watkins
Global Head of Customer Innovation & Foresight
AXA
Western Union
Jennifer Ramirez
VP, Global Product Enhancements – Money Transfer
Western Union
BNY Mellon
Joanna Shapiro
Managing Director, Global Client Management
BNY Mellon
BBVA Compass
Kristin Julbert
Director Client Experience
BBVA Compass
Morgan Stanley
Bryan Van Dyke
Head of Digital Strategy
Morgan Stanley
Forrester
Michael Gazala
VP & Research Director
Forrester
Fidelity
Maura Hunter
Senior Vice President
Fidelity
Manulife
Jeronimo De Miguel
VP, Branding & Creative
Manulife

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