Customer Experience for Financial Services (past event)
September 28 - 30, 2015
Contact Us: 1.888.482.6012
Parin Kothari
SVP, Digital Channels and Strategy
TD Bank Financial Group
Check out the incredible speaker line-up to see who will be joining Parin.
Download The Latest AgendaCustomer Experience Design & Strategy
Wednesday, April 6th, 2016
08:55 An Omni Customer Experience—It's a Journey That Keeps Evolving
It's more of an evolution to understand and replicate the customer journey, their aspirations and their emotions through an organization's people, processes and technology. To accomplish this we need a different lens to constantly learn and frameworks to structure organizational efforts across channels and products.Key takeaways:· Journey mapping the customer experience
· Understanding the building blocks of the business
· Leveraging data and technology for success
· Having a two-way dialogue across channels
· Moving from the rational to the emotional aspects
· Understanding the building blocks of the business
· Leveraging data and technology for success
· Having a two-way dialogue across channels
· Moving from the rational to the emotional aspects
15:45 CX Leaders Champagne Roundtables
CX Leaders Champagne Roundtables At CXFS, you’re in control! Get involved in our unique, open-mic, peer-to-peer tables for the best conversations you’ll have all year. Talk about your key challenges and hear how other institutions are overcoming them. After 30 minutes, you’ll rotate tables and tackle a new topic with a new expert host.
Benefits:
Table 1: Designing a CX-focused Omni-channel Transformation
Parin Kothari, SVP, Digital Strategy, TD Bank Financial Group
Table 2: Best Of The Best CX success Stories
Peg Ryan, Head of Digital Customer Experience, Specialty Lines, Farmers Insurance
Table 3: How To Get Your Organization To Be More Experience Design-Oriented
Jean Machart, VP, Client Experience, Technology, Ameriprise Financial
Table 4: Exceeding Customer Expectations Around The Omnichannel Experience
Table 5: Prioritizing Your Customer Experience Efforts Across Channels
Donna LoStocco, SVP, Member Experience, Affinity Federal Credit Union
Table 6: Customer Co-Creation Methodologies And Processes
Table 7: Identifying Cx Champions To Create A Governing Body At Your Organization
Maritza DiSciullo, SVP, Marketing, Northwest Federal Credit Union
Table 8: How To Hire Your Way To An Exceptional Experience
Katy Churches, Customer Experience Manager, American Family Insurance
Benefits:
- Network with industry peers with very similar challenges, interests and responsibilities
- Take a deep dive into a niche topic in an intimate and informal setting moderated by a cx leader
- Bonus - Leave CXFS with key takeaways you can put into action as soon as you return to the office
Table 1: Designing a CX-focused Omni-channel Transformation
Parin Kothari, SVP, Digital Strategy, TD Bank Financial Group
Table 2: Best Of The Best CX success Stories
Peg Ryan, Head of Digital Customer Experience, Specialty Lines, Farmers Insurance
Table 3: How To Get Your Organization To Be More Experience Design-Oriented
Jean Machart, VP, Client Experience, Technology, Ameriprise Financial
Table 4: Exceeding Customer Expectations Around The Omnichannel Experience
Table 5: Prioritizing Your Customer Experience Efforts Across Channels
Donna LoStocco, SVP, Member Experience, Affinity Federal Credit Union
Table 6: Customer Co-Creation Methodologies And Processes
Table 7: Identifying Cx Champions To Create A Governing Body At Your Organization
Maritza DiSciullo, SVP, Marketing, Northwest Federal Credit Union
Table 8: How To Hire Your Way To An Exceptional Experience
Katy Churches, Customer Experience Manager, American Family Insurance