The Evolving Role of Customer Insights in Banking: Using Digital to Create Valuable Client Experiences

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IT and Data leaders in FinServ in North America are invited to join this virtual masterclass on “The Evolving Role of Customer Insights in Banking: Using Digital to Create Valuable Client Experiences”.

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.

The Evolving Role of Customer Insights in Banking: Using Digital to Create Valuable Client Experiences

Understanding the customer has become a paramount focus for banks, leading to the growth of company IT infrastructure and applications, often with several disconnect systems that employees must endure to derive insights and provide the best experience to customers.

Now, more than ever before, banks and the financial services industry have digital tools and platforms that can integrate into existing systems to address various challenges.

  • How do companies get the right insights and use those insights to segment their client base to increase share of wallet and improve CX?
  • What can leaders do to generate more effective and accurate leads for their front-office teams?
  • How can companies identify client needs and preferences to shape their enterprise strategy?

Attended by:

Chief Architect, Securities Services Technology at Citi
Corporate VP, Product Management & Strategy at New York Life Insurance Company
VP, Relationship Manager at City National Bank
VP, Digital Communications Project Execution Manager at JPMC
SRE VP at JPMorgan Chase & Co.
Head of Digital Product Solutions at Visa Worldwide
Senior Program Manager at Fiserv
Senior Manager, Operations at Canada Mortgage and Housing Corporation
Branch Manager/Sales Officer at Flagstar
SRE Manager at Umpqua Bank
Banking Advisor at Royal Bank of Canada
Advisory Board Member, at SILICON VALLEY BANK
Enterprise Operations Automation Partner- Assistant Vice President Automation at Regions Bank
Sr Performance Architect – Glassbox/Tealeaf SME at Citi
Clinical Specialist at JPMorgan Chase & Co.

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

4:00 PM: Check-in and welcome
4:05 PM: Trends in the industry
4:10 PM: Interactive session with Real-World examples from Avanade and Microsoft
5:00 PM: End of session

Hosted by Avanade and Microsoft

     

Mark Ghose speaker

MARK GHOSE

Lead, Financial Services Advisory – Canada | Avanade

Chandra Stevens speaker

CHANDRA STEVENS

Global Director, Emerging Solutions for Customer Experience | Microsoft

Lucas Alexander speaker

LUCAS ALEXANDER

North America Lead Intelligent Sales and Customer Insights | Avanade

Event Detail

Tuesday, May 10, 2022 16:00
EDT
Virtual
North America

Why attend?