Customer Experience Exchange for Financial Services, US

A session at Customer Experience Exchange for Financial Services, US

The Customer Experience Exchange for Financial Services will bring together C-Level and VP / Directors of Customer Experience, Marketing and Digital Strategy to meet, discuss and benchmark against some of the most successful financial institutes in the field.

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?

The Exchange is an outstanding opportunity for you to learn from industry leaders and with 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 behavior
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.

Standard Delegate : USD 1299

Speakers: Anthony Gibbs, Regional Director, CFPB; Frank Eliason, Global Director, Client Experience Team, Citi; Kishore Siva, SVP and Customer Experience Initiatives Lead, Wells Fargo; Sue Matteson-King, US Chief Marketing Officer, Allianz Global Investors; Alice Milligan, Chief Customer Experience Officer, Citi Cards, Citi; Manuel Baldasano, EVP Digital Banking and Multichannel, Santander; Cindy Chastain, SVP, Group Head, Global Customer Experience, MasterCard; Parin Kothari, SVP Digital Channels Strategy and Planning, TD Bank; Lewis Goldman, SVP, Product and Marketing, US Direct, MetLife; Damian Warren, SVP ? Digital Strategy and Omni-Channel Integration, SunTrust Bank; Maura Hunter, SVP, Customer Experience, Fidelity Investments; Jennifer Watkins, Global Head of Customer Innovation and Foresight, AXA; Joanna Shapiro, Managing Director, Global Client Management, BNY Mellon; Dan Schreibstein, VP, Global Digital Strategy, JP Morgan Chase; Jennifer Ramirez, VP, Global Product Enhancements ? Money Transfer, Western Union; Corey Lee, VP Customer Management and Marketing, Capital One; Jeronimo De Miguel, VP, Branding and Creative, Manulife; Kristin Julbert, Director of Client Experience, BBVA Compass; Bryan VanDyke, Head of Digital Strategy, Morgan Stanley

Sign in to add slides, notes or videos to this session

Tell your friends!


Date Thu 15th October 2015

Short URL


Official event site


View the schedule


See something wrong?

Report an issue with this session