FDF & CXFS Virtual Event

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

NOW AVAILABLE ON-DEMAND

DAY 1 ON DEMAND
DAY 2 ON DEMAND

B2C banks and other financial institutions (FIs) must acknowledge a future where personalization is standardized, and access to data and insights is spread across organizations, to both human workers and intelligent technologies alike. This virtual event details winning strategies for optimizing customer experiences and driving lifelong customer relationships in this data-driven future.
 
Reserve your FREE seat at this virtual event and level up your CX playbook in time for 2021.

Our Speakers:

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

    William D. Anderson, Chief Customer Experience Officer, The First National Bank in Sioux Falls
    Richard Charette, Associate Vice President - Experience Design (XD) - Research & Strategy, Wells Fargo

    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.

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  • 12:30 pm - 12:50 pm

    12:30 pm - 12:50 pm

    Martin Walker, Vice President | Digital Experience & Innovation, Sound Credit Union
    Doug Nielson, Senior Vice President, Innovation Research & Development, U.S. Bank

    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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  • 12:50 pm - 1:05 pm

    12:50 pm - 1:05 pm

    Brianna Elsass, Managing Director, Head of Digital (US), BMO Financial Group
    Craig Schleicher, SVP, Head of Innovation, City National Bank
    Alex Poulis, Senior Director, AI, TransPerfect DataForce

    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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  • 1:05 pm - 1:20 pm

    1:05 pm - 1:20 pm

    David Koscheski, Director, US Financial Services Industry, Microsoft

    In an increasingly competitive landscape, using product or price as a differentiator isn’t enough. Banks must differentiate themselves by delivering the best customer experience. Using the vast amounts of data banks have, they can create personalized experiences, serve up the right offer at the right time, and respond to customer needs and preferences. Learn how Microsoft can empower banks to create a seamless experience and uncover customer insights.

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  • 1:20 pm - 1:40 pm

    1:20 pm - 1:40 pm

    Pam Piligian, CMO, Navy Federal Credit Union
    Chris Barlow, Vice President, Digital Channels, Union Savings Bank

    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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  • 1:40 pm - 2:00 pm

    1:40 pm - 2:00 pm

    Luis Aguilar, VP, Digital Marketing Manager, Amerant Bank
    Craig Schleicher, SVP, Head of Innovation, City National Bank

    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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  • 2:00 pm - 2:05 pm

    2:00 pm - 2:05 pm

November 5, 2020 | Day 2

  • 12:00 pm - 12:05 pm

    12:00 pm - 12:05 pm

  • 12:05 pm - 12:25 pm

    12:05 pm - 12:25 pm

    John Huntinghouse, VP of Marketing, TAB Bank
    Richard Charette, Associate Vice President - Experience Design (XD) - Research & Strategy, Wells Fargo

    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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  • 12:25 pm - 12:45 pm

    12:25 pm - 12:45 pm

    Chris Barlow, Vice President, Digital Channels, Union Savings Bank
    William D. Anderson, Chief Customer Experience Officer, The First National Bank in Sioux Falls

    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.

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  • 12:45 pm - 12:50 pm

    12:45 pm - 12:50 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

I'M READY TO SPONSOR!LEARN ABOUT SPONSORSHIP

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

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!

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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In Partnership With:

TaskUs Microsoft Mendix TransPerfect DataForce Tableau Software

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!

*This event is exclusively for practicing finance executives from appropriate organizations. Solution providers to these organizations and others will not be allowed to attend. Please register with your full company name and your corporate email address or you risk not gaining admittance. WBR reserves the right to not admit registrants based on company type.

Free Sign Up