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Talk Videos from Customer Experience for Financial Services Summit 2021

April 20 - 21, 2021. Online,
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37 Speakers
22 Talks
2 Days
8 Hours of content

About the Event

The Customer Experience Summit is the only event for CX leaders in financial services to connect with like-minded peers. It’s chance to meet industry leaders and discuss strategies for engaging and retaining customers.
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Featured Speakers

Brian Melter

CXO- Chief Experience Officer at LANDMARK CREDIT UNION
A distinguished 25+ year history with a unique blend of strategic insight and experience in digital, mobile, technology, operations, and financial services that bridges the gap between physical and digital environments. A leader of global, cross-functional, cross-partner teams with product, sales, tehcnology, physical locations, operations, and service teams across a wide range of distribution channels, using client feedback and keen insight to shape and produce world-class digital experiences. A thought leader, building and executing a vision for digital, marketing, technology, and operational efforts. Selected as one of the "Rising Stars in Mutual Funds" for 2013 by Institutional Investor.

Cindy Jeffrey

Vice President of Customer Experience Canada at MANULIFE
A customer obsessed leader that drives business results, and has effectively designed, implemented and led multifaceted transformational change across complex service organizations. A high quality thought leader who has an innate ability to communicate the vision and strategy throughout the organization and can influence as well as work collaboratively to build consensuses to bring the vision and strategy to life. A persuasive and articulate senior executive skilled at modernizing through organizational effectiveness, creates enthusiastic followership and inspires others to action. Renowned as a problem solver with a bias for action, an unwavering tenacity and entrepreneurial spirit who is willing to roll up their sleeves to make things happen.

Katherine Lucas

Head of Marketing and Commercialization at State Street
Maybe it doesn't sound glamorous, but it is interesting! I develop the narrative and go-to-market strategies for the transformative work we are doing in our industry. Thinking about how to highlight our purpose and brand experience by conveying the right information, to the right people, at the right time via the right medium. By connecting and engaging with our clients through experiential marketing, I work to create not only brand awareness, but build brand loyalty and most importantly, trust.
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Featured Sessions

April 20
April 21
Cindy Jeffrey
Vice President of Customer Experience Canada at MANULIFE
+ 3 speakers
Available
In cart
2 258 ₽
2 258 ₽
$29
$29
€ 27
€ 27
A$42
A$42

Panel: What It Means for Financial Services Overall

Available
In cart
2 258 ₽
2 258 ₽
$29
$29
€ 27
€ 27
A$42
A$42
Caroline Cathcart
Chief Administrative Officer at RPIA
+ 2 speakers
Available
In cart
2 258 ₽
2 258 ₽
$29
$29
€ 27
€ 27
A$42
A$42

Panel: How Personalized Customer Experiences Can Benefit Financial Services Industry

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In cart
2 258 ₽
2 258 ₽
$29
$29
€ 27
€ 27
A$42
A$42
Jim Tincher
Journey Mapper-in-Chief, Customer Experience Expert at Heart of the Customer
Available
In cart
2 258 ₽
2 258 ₽
$29
$29
€ 27
€ 27
A$42
A$42

Setting Today’s Plan from Your Host

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2 258 ₽
2 258 ₽
$29
$29
€ 27
€ 27
A$42
A$42
Tricia Szurgot
Executive Leader at First Commonwealth Credit Union
+ 3 speakers
Available
In cart
2 258 ₽
2 258 ₽
$29
$29
€ 27
€ 27
A$42
A$42

Panel: Developing an Enterprise Strategy to Enhance Customer Experience

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2 258 ₽
2 258 ₽
$29
$29
€ 27
€ 27
A$42
A$42
Shawn Phillips
Chief Technology Officer at Heart of the Customer
Available
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2 258 ₽
2 258 ₽
$29
$29
€ 27
€ 27
A$42
A$42

Setting Today’s Plan from Your Host

Available
In cart
2 258 ₽
2 258 ₽
$29
$29
€ 27
€ 27
A$42
A$42
Stacy Warren
Chief Sales & Customer Experience Officer at Vault
+ 2 speakers
Available
In cart
2 258 ₽
2 258 ₽
$29
$29
€ 27
€ 27
A$42
A$42

Panel: How Employee Satisfaction Can Help in Driving Happy Customers

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2 258 ₽
2 258 ₽
$29
$29
€ 27
€ 27
A$42
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Get access to all videos “Customer Experience for Financial Services Summit 2021”
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€ 183
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Host committee: Strategy Institute, 14169449200

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