Reimagining the future of CX in banking

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Virtual Roundtable

Thursday, September 2nd, 14:00 EDT

Senior executives in North America are invited to join this virtual roundtable on the topic “Reimagining the future of CX in banking”. The knowledge-sharing event will be guided by an expert moderator who will drive stimulating discussion between attendees in a closed and confidential environment. Attendance is by invitation only, complementary and registration is limited to a certain number of guests per event.


Reimagining the future of CX in banking

While banking endured a significant impact throughout 2020 due to COVID-19, the industry was already experiencing disruption on multiple fronts prior to the outbreak. Dramatic shifts in consumer habits have led banking leaders to rethink their customer experience strategies.

Digital transformation has forever changed the way a bank interacts with its customers, and the pandemic only served to accelerate the changes. However, beyond simply adopting new technologies, banks are looking inwards and reevaluating the role of CX in delivering business value.

  • How can banks create digital empathy and personalized advice in a world where branch usage has dramatically declined?
  • What can banks do to create seamless, connected experiences across channels?
  • How can banks empower their employees to enable a better consumer experience?

Attended by:

SVP of Originations and Financial Wellness at KeyCorp
SVP of Digital Experience & Innovation at Bank of Hawaii
SVP of Client Experience Transformation at Truist Bank
VP of Digital Marketing and Lead of Global Social Media at BNY Mellon Bank
VP of Capital Markets Technology at M&T Bank
VP of Treasury Management Sales at Valley Bank
VP of Marketing Strategy Manager & Commercial Bank at TD
District VP at TD
AVP of Customer Experience and Senior Analyst at Fifth Third Bank
Head of International Business Development at HSBC

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

14:00 EDT: Welcome by The Ortus Club and short address from Avanade
14:15 EDT: Discussion instigated by the moderator and continued by the group
15:15 EDT: Discussion brought to a close

Hosted by Avanade