Customer Experience Exchange for Financial Services NA

October 07 - 08, 2014

Hyatt Regency, Jersey City, New Jersey


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Are you Ready for the Next Generation Customer?

Whilst many financial services companies know that the key to competitive success in the industry is their customer experience, many are missing the opportunity to develop a customer strategy that is truly reflective of the customers needs. Increasing amounts of data, rapidly evolving technology and rising customer expectations mean delivering a consistent and holistic customer experience is paramount to the success of the industry as whole.

So how do you connect the dots and deliver an excellent customer experience?

This Exchange 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.

Media Partners

  • 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
  • Saving the world one customer at a time!Saving the world one customer at a time!
    Download this exclusive comic book to find out what our customer experience heroes have to say including:
    - Barclay’s Global MD of Client Services sharing her insights on what the Holy Grail of Customer Experience may be;
    - Alphacard’s COO discusses redefining customer experience from the bottom up; and
    - First Gulf’s SVP Consumer Experience explains some of the key elements to integrating the customer into the DNA of the business.
  • The Neuroscience of Influencing OutcomesThe Neuroscience of Influencing Outcomes
    Watch Christine's inspiring presentation as she takes you through some of the potent techniques Microsoft used to make Windows a world standard, and how you can build effective loyalty within your business
  • What keeps a CMO awake at nightWhat keeps a CMO awake at night

    The role of a CMO is complex, challenging and often surprisingly political. So what issues keep a CMO awake at night, and more importantly, what can CMOs do to be spared those restless nights?

  • Dragons Den Customer Experience PanelDragons Den Customer Experience Panel
    Hear what three C-level experts have to say about three different customer experience ideas devised by attendees at the Customer Experience Exchange for Financial Services. These ideas are designed to drive customer centricity into the DNA of your business. 

Speaker Highlights

Donna Peeples
Chief Customer Experience Officer
Ali Hussain
SVP, Digital Customer Experience
Citizens Bank
Natalie Higgins
VP Consumer Experience
Citizens Bank
Shari Gottheim
VP, Customer Experience
New York Life Insurance
Markus Reinmund
VP, Customer Experience
New York Life Insurance
BMO Financial Services
Kelly Harper
Director of Customer Experience Learning
BMO Financial Services
CUNA Mutual Group
Alan Bergstrom
Director, Brand and Customer Services
CUNA Mutual Group
Monarch Bank
Nancy Porter
SVP, Marketing & Sales
Monarch Bank
Megan Burns
VP, Principal Analyst serving Customer Experience Professionals
Maura Hunter
SVP, Customer Experience
Anthony Gibbs
Regional Director

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