Creating personalised experiences while enhancing security in Banking and Financial Services at scale

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Roundtable Luncheon
Tuesday, May 24th, 12:00 AEST

CX and Security leaders in BFSI in Sydney are invited to join this roundtable luncheon on ‘Creating personalised experiences while enhancing security in Banking and Financial Services at scale’.

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.

Creating personalised experiences while enhancing security in Banking and Financial Services at scale

As Australian consumers move online, much of the personal touch that has come to be expected from the BFSI space has been lost. With product and service offerings having little differentiation from organisation to organisation, customer experience has been the true needle-mover. However, with digital now being the standard, the overall BFSI experience has homogenised, and companies must set themselves apart.

Financial services providers in Australia are now looking to leverage modern-day tools to create personalised, omnichannel journeys and drive loyalty and retention. Beyond CX, these same technologies are also instrumental in enhancing security, lowering costs, and ensuring compliance. 

  • How can companies minimise costs while keeping up with security and privacy?
  • What challenges do Banking & Financial Services companies face in creating personalised customer journeys?
  • How can technology drive customer loyalty and retention for financial service providers?

Altitude, Shangri-La SydneyAltitude, Shangri-La Sydney

176 Cumberland St, The Rocks NSW 2000, Australia | Google Maps

The Ortus Club hosts knowledge-sharing discussions in the best private dining rooms in the world. These venues provide an elegant high-end atmosphere and impeccable table service.

Attended by:

CTO at Independent Reserve
CISO at Avenue Bank
Vice President, Operational Risk at Citi
Global Head of UI/UX Design System at QBE Insurance
Head of Application Security and Advisory at Tyro Payments
Head of Customer Experience & Insights, Consumer and Small Business at Westpac Group
Head of Technology at Commonwealth Bank
Head of Engineering at Indue
Head of Information Security at PayPal

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

12:00 PM: Arrival of guests
12:30 PM: Welcome by The Ortus Club
12:35 PM: Short address by ForgeRock
12:45 PM: Discussion instigated by the moderator and continued by the group over lunch
1:45 PM: Discussion brought to a close and guests are encouraged to continue networking
2:30 PM: Guests normally start leaving

Hosted by ForgeRock