FDF & CXFS Virtual Event

The Invite-Only Virtual Event For CX & Digital Financial Services Executives

November 04 - 05, 2020 | 12:00pm - 3:45pm ET

The future of personalization is here and knocking at your door. Will you answer?

Join the FDF & CXFS Communities for TWO days of incredible content - where top B2C banks and financial institutions bring you behind the scenes on winning strategies for optimizing your CX.

November 4 - 5, team up with 15+ speakers from all backgrounds of finance, and get the hard questions answered in real-time with Q+A opportunities.

Reserve your FREE seat at this virtual event and level up your CX playbook in time for 2021.

A Unique Experience


The FDF & CXFS Virtual Event is an online forum mirroring our in-person events. We’re bringing you exclusive knowledge from top-notch industry leaders at the touch of a button.

Here's what you get when you attend:

Hear From Finance Innovators

Hear from your industry peers about their recent successes, as well as solution providers about the leading tools driving the industry forward. Afterwards, join breakoff interactive roundtables covering different topics in more detail.

Executive-Level Content

We provide custom-made, high-level content that fosters a fruitful dialogue amongst participants. Engage in in-depth discussions on how senior executives are leading the charge, to provide you with a rare chance to benchmark against the biggest brands in the country.

Get Insights You Might Have Missed

This multi-session summit is a fantastic follow up or addition to our FDF & CXFS event series. We are so proud to be tied to these long-standing live events. 

Our Speakers:

Craig Schleicher

Craig Schleicher

SVP, Head of Innovation

City National Bank

William D. Anderson

William D. Anderson

Chief Customer Experience Officer

The First National Bank in Sioux Falls

Chris Rand

Chris Rand

Producer & Research Manager

FDF | CXFS | WBR Insights

FDF & CXFS Virtual Event Agenda

All Session times displayed in Eastern Time

November 4, 2020 | Day 1

  • 12:00 pm - 12:05 pm

    12:00 pm - 12:05 pm

  • 12:05 pm - 12:30 pm

    12:05 pm - 12:30 pm

    Shaped by a year of uncertainty, FIs are hard pressed to determine what will be the future of customer expectations and demands, and why. This session shares key perspectives on that future, and how FIs can prepare digital tools and cross-functional teams to succeed.

    Learn more
  • 12:30 pm - 1:00 pm

    12:30 pm - 1:00 pm

  • 1:00 pm - 1:25 pm

    1:00 pm - 1:25 pm

    Consumers expect banking to be convenient, effortless, and personalized, featuring seamless interactions even as they transition across devices. They expect immediate, intelligent communication and services whether interacting with a human or machine as well. This session features expert insights into the future of the digital customer experience.

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  • 1:25 pm - 1:45 pm

    1:25 pm - 1:45 pm

  • 1:45 pm - 2:10 pm

    1:45 pm - 2:10 pm

    As data becomes more critical to providing exceptional customer experiences, FIs need better ways to manage it internally and provide data-driven insights to business users and intelligent tools across the organization. This session takes an in-depth look at leading data management practices for financial organizations today.

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  • 2:10 pm - 2:30 pm

    2:10 pm - 2:30 pm

  • 2:30 pm - 2:55 pm

    2:30 pm - 2:55 pm

    Financial institutions must do more for their customers than offer services to capture their attention and secure their lasting loyalty. That means providing the right content, personalized features, financial planning tools, and even empathy to differentiate themselves from competitors. This session investigates opportunities for creating, building, and maintaining relationships with customers.

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  • 2:55 pm - 3:15 pm

    2:55 pm - 3:15 pm

  • 3:15 pm - 3:40 pm

    3:15 pm - 3:40 pm

    As FIs determine what the next best steps for digital transformation are, they need guidance from leaders on how to invest and communicate with internal teams to ensure future success. This session takes a closer look at how FI leaders can implement successful digital transformation within their organizations.

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  • 3:40 pm - 3:45 pm

    3:40 pm - 3:45 pm

November 5, 2020 | Day 2

  • 12:00 pm - 12:05 pm

    12:00 pm - 12:05 pm

  • 12:05 pm - 12:30 pm

    12:05 pm - 12:30 pm

    Automation and artificial intelligence (AI) are growing in their contributions to the customer experience. This session identifies opportunities and best practices in leveraging intelligent technologies of these kinds to improve the customer experience.

    Learn more
  • 12:30 pm - 12:50 pm

    12:30 pm - 12:50 pm

    Employees play a critical role in the customer experience, whether they are managing back-end processes or interacting with customers directly. But the roles of employees in the customer experience are evolving, creating new priorities for training and expertise. This session investigates these changing roles and how organizations can prepare employees for future CX success.

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  • 12:50 pm - 1:15 pm

    12:50 pm - 1:15 pm

    Employees play a critical role in the customer experience, whether they are managing back-end processes or interacting with customers directly. But the roles of employees in the customer experience are evolving, creating new priorities for training and expertise. This session investigates these changing roles and how organizations can prepare employees for future CX success.

    Learn more
  • 1:15 pm - 1:35 pm

    1:15 pm - 1:35 pm

  • 1:35 pm - 2:00 pm

    1:35 pm - 2:00 pm

    Payments are among consumers’ most-used financial service feature, but there are still opportunities for most FIs to optimize payment systems for better customer experiences. This session takes a look at future opportunities in payment processes.

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  • 2:00 pm - 2:20 pm

    2:00 pm - 2:20 pm

  • 2:20 pm - 2:45 pm

    2:20 pm - 2:45 pm

    FIs who hope to build lifelong relationships with their customers need to achieve deeper visibility into each individual customer and act on those insights in real time. This session investigates opportunities to combine Big Data with “thick,” qualitative consumer insights for more robust interactions and experiences.

    Learn more
  • 2:45 pm - 2:50 pm

    2:45 pm - 2:50 pm

Leading Content. Zero Cost. Zero Travel.

Hear Firsthand From Seasoned Innovators, at Zero Cost

Listen to leading experts for an honest, unbiased view of what works now and where the future is headed. Every single session is totally free. This is major value at zero cost.


Get Solutions To Your Most Pressing Problems, Always

Hear from your industry peers about their recent successes, as well as solution providers about the leading tools driving the industry forward. If you can't make all of the sessions, no biggie. Everyone registered gets a copy of the on-demand sessions

Watch From Your Own Home, No OOO Needed

Since the event has multiple sessions, you select the material that makes the most sense for you.  Listen in during the live broadcast, or access the session on demand later—once you register, it’s up to you! Enjoy all the perks of a live event while saving travel budget and PTO days.


Bringing Together The Best in Digital Banking

What Attendees Are Saying

Inspiring the Financial Community

“Great group, great speakers, and a great set of topics. Recipe for the generation of ideas that will influence the path of retail financial services for decades to come."

Alex Sion
 GM of Mobile Channel
 JPMorgan Chase & Co.

ACTIONABLE INSIGHTS

“The conference is a great chance to learn and share ideas with great leaders in the digital space. The timing is perfect – I can use these insights on next year’s plan.”

Heidi Capodanno
Director Customer Experience
Union Savings Bank

Interesting Takeaways

“Worthwhile for anyone trying to improve and rethink how things are done through the lens of the Client.”

Cynthia Krause
 SVP, Client Experience
 
KEYBANK

The Future Digital Finance Audience

Future Digital Finance brings together senior financial services professionals responsible for innovation, experience, and digital strategy

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Let’s Connect & Create A Custom Experience

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Hi, I'm Mike, the Sponsorship Director for FDF & CXFS Virtual Event. Reach out by clicking the button below and I’ll be in touch within 24 hours. Looking forward to connecting!

In Partnership With:

How Our Virtual Events Work

Participating in a virtual event is easy. Once you and your team register, each of you will receive a link to access the presentations. You can also add the event to your Outlook or other calendar as a reminder. You do not need to download or install any software to participate. All you need is Internet access. The sessions will be recorded, and will be available for a limited time afterwards. It’s going to be a great event!