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Transforming the Customer Experience in Financial Services  60 min

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Transforming the Customer Experience in Financial Services

Rapidly changing customer expectations and needs, new competitors, and increasing regulatory pressures are the new normal in Financial Services. To survive and thrive in this ecosystem, you must be prepared for whatever the marketplace throws at you by using solutions for customer relationship management (CRM), social engagement, customer insights, and other modern, digital capabilities in concert to reach new customers and build enduring loyalty.

We explore customer experience transformation in Financial Services with industry experts from Forrester, Microsoft and PowerObjects. Specific topics include customer service trends in Financial Services, technology innovation and solution implementation best practices for meeting today’s customer demands. We will share real world experiences in how leading financial services organizations are using Microsoft technology to innovate and drive better customer service outcomes.

Speakers

Greg Moser
AVP, Global Financial Services
PowerObjects

Kate Leggett
VP, Principal Analyst
Forrester

Chad Hamblin
Global FSI Industry Director
Microsoft