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.

Our Speakers:

Luis Aguilar

Luis Aguilar

VP, Digital Marketing Manager

Amerant Bank

William D. Anderson

William D. Anderson

Chief Customer Experience Officer

The First National Bank in Sioux Falls

Chris Barlow

Chris Barlow

Vice President, Digital Channels

Union Savings Bank

Richard Charrette

Richard Charrette

Associate Vice President - Experience Design (XD) - Research & Strategy

Wells Fargo

Brianna Elsass

Brianna Elsass

Managing Director, Head of Digital (US)

BMO Financial Group

John Huntinghouse

John Huntinghouse

VP of Marketing

TAB Bank

Doug Nielson

Doug Nielson

Senior Vice President, Innovation Research & Development

U.S. Bank

Pam Piligian

Pam Piligian

SVP, Marketing & Communications

Navy Federal Credit Union

Craig Schleicher

Craig Schleicher

SVP, Head of Innovation

City National Bank

Martin Walker

Martin Walker

Vice President | Digital Experience & Innovation

Sound Credit Union

David Koscheski

David Koscheski

Director, US Financial Services Industry

Microsoft

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

    William D. Anderson, Chief Customer Experience Officer, The First National Bank in Sioux Falls
    Richard Charrette, 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.

    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

    Brianna Elsass, Managing Director, Head of Digital (US), BMO Financial Group
    Craig Schleicher, SVP, Head of Innovation, City National Bank

    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.

    Learn more
  • 1:25 pm - 1:45 pm

    1:25 pm - 1:45 pm

    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.

    Learn more
  • 1:45 pm - 2:10 pm

    1:45 pm - 2:10 pm

    Pam Piligian, SVP, Marketing & Communications, 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.

    Learn more
  • 2:10 pm - 2:30 pm

    2:10 pm - 2:30 pm

  • 2:30 pm - 2:55 pm

    2:30 pm - 2:55 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.

    Learn more
  • 2:55 pm - 3:00 pm

    2:55 pm - 3:00 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

    John Huntinghouse, VP of Marketing, TAB Bank
    Richard Charrette, 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.

    Learn more
  • 12:30 pm - 12:55 pm

    12:30 pm - 12:55 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.

    Learn more
  • 12:55 pm - 1:20 pm

    12:55 pm - 1:20 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.

    Learn more
  • 1:20 pm - 1:25 pm

    1:20 pm - 1:25 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!

*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.