Bringing clarity to customer insights

Registration is no longer possible.

Marketing and Sales leaders in FinServ in North America are invited to join this virtual masterclass 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:

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


Lead, Financial Services Advisory – Canada | Avanade

Chandra Stevens speaker


Global Director, Emerging Solutions for Customer Experience | Microsoft

Lucas Alexander speaker


North America Lead Intelligent Sales and Customer Insights | Avanade

Event Detail

Tuesday, May 10, 2022 16:00
North America

Why attend?