Bringing clarity to customer insights

Registration is no longer possible

Marketing, IT and Sales Leaders in North America are invited to join this virtual Roundtable on “Bringing clarity to customer insights”.

An expert moderator will guide the knowledge-sharing event, stimulating discussion between participants in a closed, confidential environment. Attendance is by invitation only and complimentary. Registration is limited to a select number of guests per event.

Bringing clarity to customer insights

The organic growth of company IT infrastructure and applications has left many retail banking companies with a hodge-podge of systems that employees must endure to provide the best possible customer service. Unfortunately, as companies amass more tools, the returns diminish, and more harm than good can be done.

Companies must streamline operations and optimize platforms or risk losing valuable data, bogging down processes and providing subpar customer experiences. Equipped with the proper strategy and appropriate tools, financial services companies can create a 360° view of the customer, translate customer data into actionable insights, and identify operational efficiencies.

  • How are companies handling the growing number of digital tools and platforms integrated into their systems?
  • What can companies do to streamline processes and eliminate inefficiencies in their current tools and operations?
  • How can companies unify customer profiles into a single comprehensive view? How does this affect operations?

Attended by:

AVP of Marketing and Social Internet Technology at TD Bank
AVP of Client Development – Synchrony Outdoors at Synchrony Financial
AVP of IT at Mr. CooperExecutive Director of User Experience at Chase
Head of Sales at Citi
Executive Director of User Experience at Chase
Director of Digital Transformation and Organization Change Management at Fannie Mae
Director of Digital Development at Scotiabank
Director of Digital Advice Products at Scotiabank
General Manager at CIBC
Marketing Data Manager at First Horizon

For insight on this event, photos and guest interactions, see our post on LinkedIn.

3:00 PM: Ortus introduction and guest introduction
3:10 PM: Short introduction from Avanade
3:15 PM: Discussion instigated by the moderator and continued by the group
4:15 PM: End of session

Hosted by Avanade and Microsoft


Event Detail

Tuesday, December 13, 2022 15:00
North America

Why attend?