Customer Experience for Financial Services (past event)
September 28 - 30, 2015
Contact Us: 1.888.482.6012
Peg Ryan
Former Head of Digital Customer Experience, Specialty Lines
Farmers Insurance
Customer Experience Design & Strategy
Wednesday, April 6th, 2016
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
Customer Experience Innovation & Disruptors
Monday, June 6th, 2016
12:25 PRESENTATION: Growing Net Promoter Scores: How To Pull Together The Puzzle Pieces In An Integrated Fashion To Achieve Rapid NPS Increases
What are the top three drivers negatively impacting NPS in your organization? Contact centers may believe one thing. Product, another. IT, yet a third. Perhaps it is none of the three, rather something that still eludes the organization. How do you get to the heart of it? How do you differentiate between noise and the top drivers of dissatisfaction? How can you prioritize and monetize those issues, gain critical alignment and buy in, so that limited corporate resources get the most NPS bang for the buck. And how do you assess how successful it was? In this session, we will discuss:
- Using an integrated, holistic view of qualitative and quantitative data sources to determine top drivers of dissatisfaction
- How to discover and piece together critical parts for a more complete story
- How to build the case from integrated data that serves to educate, align and garner support from key stakeholders
- How to monitor, measure and share the good, the bad and the ugly