26 Speakers Including RBS, HSBC, TSB, Lloyds Banking, Santander & Unum Grace The Stage To Unveil Exceptional Customer Experience Strategies & Journeys In Financial Services
Win Big With Proven Technologies & Next-Level Insights Into Customer Needs, Expectations & Behaviours For Exceptional Customer Experience Strategies & Journeys In Financial Services
Embrace Cutting-Edge New Technologies & Digitalisation Applications Which Balance The Human Touch, Truly Understand Customer Needs, Optimise Seamless, Multi-Channel Customer Journeys Which Deliver Bottom-Line Results, Leverage Key Data Insights & The Voice Of The Customer & Put The Customer Genuinely At The Heart Of Business Strategies & Culture. A One-Day, Industry-Led Conference & Networking Event, 27th June 2019, London
How Can We Harness The Latest Technologies & Digital Advances & Drive Customer-Centricity Throughout The Business To Power Next-Level, Innovative Customer Experiences In Financial Services With Measurable Customer & Business Value?
- New Technologies, Automation & Innovation-Practical Applications: Successful, new tech advances proven to drive customer experience improvements and add value
- Outstanding Experiences & Seamless Journeys: Proactive approaches to innovate customer experience strategies on multiple channels for real customer value and business impact
- Digital Vs. Human: What’s The Perfect Balance? Embrace new digital capabilities without losing the human touch to create seamless, impactful customer journeys and experiences
- Behavioural Insights Into Financial Services Customer Needs & Expectations: Adapt and improve customer experience strategy and journeys for greater impact
- Advanced Customer Satisfaction & ROI Metrics To Prove Results: Practical techniques to gather feedback, measure satisfaction beyond NPS and prove bottom-line success
- Embed Truly Customer-Centric Cultures To Boost Business Performance: Influence business-wide behaviours and mindsets to drive greater focus on customer experience and win long-term loyalty
- Impactful, Data-Driven, Tailored Strategies: Leverage key data insights and voice of the customer to power next-level customer experience practices
- Successfully Align Business & Customer Values For Real Impact: Put the customer at the heart of business strategies
- Impactful B2B Customer Experiences: Drive tailored B2B experiences to boost results
- FinTech, Challengers & Disruptors Revelations: Inspiring practices from the cutting edge
The Financial Services Customer Experience Conference At A Glance
26+
Senior Speakers
97%
Average Satisfaction Rating
6
Years Of Insight
1
Exceptional Day
Technology Innovation & Practical Implementation 
Challengers, Disruptors & FinTech Perspectives Customer Behaviours, Expectations & Needs Outstanding Customer Experiences & Journeys Digital Vs. Human Measuring Satisfaction & ROI Aligning Strategies Customer-Centric Cultures Data-Driven Customer Experiences B2B
Why Attend The Financial Services Customer Experience Conference?
- 6 Years Of Insights, Inspiration & Innovation!
- One-Day, Brand-Led Event With 25+ Senior Speakers In 1 Day
- 3 Q&A Panel Discussions: Challenge The Challengers; Customer-Centric Cultures & Digital Vs. Human
- 3 Co-Chairs From Aberdeen Asset Management, Silicon Valley Bank & MoneyGram
- 6 Lunchtime Peer Discussions: ✓ Social Media ✓ Loyalty & Retention ✓ Trust ✓ UX ✓ Customer Service Design ✓ Millennials + Gen Z
- Interactive Voting & Open Q&A
- Senior-Level Networking
You're In Safe Hands! Here's What Previous Attendees Have To Say About Our Events:
'Really beneficial and useful insight. Very positive - I'm looking forward to implementing strategies discussed.'
'Good insight around growing and embedding customer experiences.'
'Excellent insight from other customer experience leaders to understand their journey, challenges and priorities.'
08.30 Registration, Coffee & Informal Networking
09.00 GIC Welcome, Interactive Voting Introduction & Morning Co-Chairs’ Opening Remarks
Natalie Winterfrost, Client Director, Aberdeen Asset Management
Gurpreet Garcha, Director Client Experience, Silicon Valley Bank
HUMANS & TECHNOLOGY INNOVATION
09.20 Balancing Human Vs. Technology: Leveraging Customer-Centric Technologies & Tool Innovations To Deliver Stand-Out Customer Experiences & Effortless Journeys
Pol Navarro, Digital Director, TSB Bank
CHALLENGE THE CHALLENGERS! DISRUPTORS & FINTECH PERSPECTIVES PANEL
09.40 FinTech, Challengers & Disruptors Share Inspiring Hot, New Innovation & Strategies Driving Their Customer Experience Practices
Seema Desai, Chief Operations Officer, iwoca
Sarah Ratner, Head of Customer Operations, Lendable
Steve Tigar, CEO, Money Dashboard
Jason Maude, Head of System Analytics, Starling Bank
CUSTOMER BEHAVIOURS, EXPECTATIONS & NEEDS
10.10 In-Depth Insights Into Financial Services Customer Behaviours, Needs & Expectations To Adapt & Inform Long-Term Customer Experience Strategies
Anthony Scammell, Director of Customer Experience, Quilter
10.30 Morning Refreshment Break With Informal Networking
OUTSTANDING CUSTOMER EXPERIENCES & JOURNEYS
11.00 Innovating Customer Strategies To Drive Seamless Customer Journeys On Multiple Channels & Create Stand-Out, Value-Adding Customer Experiences With Measurable ROI
Fergus Murphy, Group Customer Value Director, CYBG
11.20 Bonus Session; Reserved For Exclusive Conference Partner. For more information on how to get involved, please call +44 (0)20 3479 2299 or email partner@financialservicesconference.com.
DIGITAL VS. HUMAN
11.50 Embracing New Digital Capabilities Without Losing The Human Touch To Optimise Customer Journeys & Experiences & Boost Business Results
11.50 Perspective One: Tom Newbould, Chief Marketing Officer, MYJAR
12.10 Perspective Two: Alison Davies, Head of Digital, Skipton Building Society
12.30 Lunch For Delegates, Speakers & Partners
13:00 Informal Peer-To-Peer Discussions
A) Social Media: Tina Cracknell, Head of Digital Marketing UK & Jersey, UBS Wealth Management
B) Loyalty & Retention: Iain Gibbons, Marketing Director, Thomas Cook Retail and Money
C) Trust: Anna Mori, Global Head of Customer Strategy & Insight For Insurance, HSBC
D) UX: Daniel Bell, Design Lead, Close Brothers
E) Customer Service Design: Odette Maher, Head of Client Experience, Executive Director, Santander Corporate and Investment Banking UK
F) Millenials & Gen Z: James Breeze, CRM Lead, Leeds Building Society
13.30 Afternoon Chairs’ Opening Remarks
Richard Levy, Head of Marketing - Digital and Key Partnerships (Europe), MoneyGram International
MEASURING CUSTOMER SATISFACTION
13.50 Advanced Methods & Innovative Techniques For Gathering Honest Feedback, Measuring Customer Satisfaction & Demonstrating Your ROI To The Board
CUSTOMER-CENTRIC CULTURES Q&A PANEL
14.10 Embedding Truly Customer-Centric Mindsets & Cultures Within Financial Services Organisations To Power Stand-Out, Value-Adding Customer Experiences In 2019 & Beyond
Alex Latham, Chief Marketing Officer, Chip Financial Ltd
Hélène Gullen, Head of Customer Experience, Unum UK
Katy Axcell-Steele, Group Head of Customer Marketing and Brand, Wesleyan
Shnay Chohan, Digital Customer Transformation Lead, RBS
Michael Anyfantakis, Head of Innovation Design, Lloyds Banking Group
14.40 Bonus Session; Reserved For Exclusive Conference Partner. For more information on how to get involved, please call +44 (0)20 3479 2299 or email partner@financialservicesconference.com.
ALIGNING BUSINESS & CUSTOMER VALUES
15.10 Successful Strategies For Aligning Business & Customer Values To Deliver Next-Level Customer Experiences Which Exceed Customer Expectations & Achieve Measurable Business Impact
Caroline Darnbrook, Director - Products and Marketing, Darlington Building Society
15.30 Afternoon Refreshment Break With Informal Networking
DATA-DRIVEN CUSTOMER EXPERIENCES
16.00 Leveraging Next-Level Data Insights & Analytics To Better Understand & Interpret The Voice Of The Customer & Drive Tailored, Results-Boosting Customer Experiences
Dr. Oliver Vins, Head of Product, Moneyfarm
B2B
16.20 Next-Level, Tailored Strategies For Driving Impactful Customer Experiences In B2B Financial Services
Julian Sawyer, Head of Banking Services, Starling Bank
16.50 Chair’s Closing Remarks
17.00 Official Close Of Conference
Can you help financial services organisations deliver improved insights and customer experiences? For more information on how to get involved, please call +44 (0) 20 3479 2299 or email partner@financialservicesconference.com
Book an exhibition stand and two delegate passes before 7th March for only £1,999 (SAVE £750). Click here to book your stand. Exhibition space is limited and will be issued on a first-come, first-served basis.
