CX Exchange for BFSI Day 2

8:00 am - 8:30 am Registration and Networking Breakfast

8:30 am - 8:40 am Chairperson's Opening Address

Building an Authentic, Customer-First Brand Through Employee Engagement, Key Metrics and Cultural Transformation

8:40 am - 9:10 am Establishing Business Transformation with a Customer Experience Lens

Hilda Fassihi - Head of Business Transformation Customer Advocacy and Insights, TD Bank

Integrating customer-centricity is fundamental for a centralized, strategic enterprise in what is undoubtably an unpredictable market. By removing silos teams can integrate solutions, better access critical client information, eliminate growing risks of lost customers.


During this opening session you will explore how a bank-wide initiative allows effective utilization of data and, more importantly, raises the profile of CX across senior leadership.

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Hilda Fassihi

Head of Business Transformation Customer Advocacy and Insights
TD Bank

9:10 am - 9:40 am Digital Identity: the Key to Fraud Detection & CX

Whether you’re focused on trying to better understand who your consumers are when they aren’t logged in, building better experiences in your digital channels for all consumers, or protecting your consumers from fraud in real-time, the underlying need is better digital data to make that happen. Join us as we dive into leveraging digital identity to improve digital journeys and fraud detection.



9:45 am - 10:15 am One-to-One Business Meetings

10:20 am - 10:50 am One-to-One Business Meetings

10:55 am - 11:25 am One-to-One Business Meetings

9:45 am - 10:15 am Networking

10:20 am - 10:50 am Conversational AI as a Tool for Internal & External End-Users

10:55 am - 11:25 am Networking

Leveraging Real-Time Analytics and Data to Gain a 360 View of the Customer for a More Personalized and Simplified Experience

• Aligning your cx channels to your most profitable and targeted segments for achievable ROI

• Educating internally to drive cross-functional collaboration with the aim of expanding your customer bases

• Leveraging the voice of your employees for frontline customer feedback

• Appealing to the masses whilst remaining focused on specific consumer markets

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Sasha Klenova

AVP - Customer Experience, NPS and Research
John Hancock

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Jesse Slovenec

Head U.S. Consumer Segment Strategy & Management
BMO Financial Group

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Ashley Eknaian

Chief Digital Officer
Eastern Bank

12:10 pm - 12:40 pm Transforming Feedback Into Action

We live in a world where every customer expects to be heard. And that’s a good thing. A variety of different platforms and social media apps are right there at their fingertips, where they can share their experiences–good and bad. The question is, are you listening to your customers? And are you taking action?


• Importance of understanding customer needs & expectations to gain deeper market knowledge and create winning products faster

• Utilizing a Customer Journey Map to assess interactions and develop a survey plan

• Connect data to streamline feedback analysis and enable a data driven roadmap

• Continuously monitor journey to evaluate how customers are responding to product concepts and feature ideas

12:45 pm - 1:15 pm One-to-One Business Meetings

1:15 pm - 2:05 pm Networking Lunch

2:05 pm - 2:35 pm One-to-One Business Meetings

12:45 pm - 1:15 pm Balancing Regulatory Requirements and Friction Points with Client Experience

1:15 pm - 2:05 pm Lunch & Learn

2:05 pm - 2:35 pm Employee Engagement: Nurturing Your EX to Guarantee Profitable CX

Ray Harris - SVP Senior Director of Client Success, First Citizens bank
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Ray Harris

SVP Senior Director of Client Success
First Citizens bank

2:40 pm - 3:10 pm Collating Data for Experience Transformation Whilst Mitigating Risk

Data hosts an abundance of potential, but the more you collect and store brings building challenges. To leverage customer insights and prioritize new opportunities, it is fundamental to invest in evolving, and scalable, technologies; choosing the right one being even more so. However, new prospects offer larger threats, and the regulations in place to manage these are constantly evolving and increasing in security protocols.

This session will consider how you can map your data journey and coordinate teams to make the most of your data without jeopardizing customers.

3:10 pm - 3:40 pm EX for CX: Elevating Employee Experience for Customer Centricity

Robert Sims - SVP Retail Services, Greylock Federal Credit Union

Any experience leader knows that to achieve optimal customer experience, employee experience needs to be perfected first. So how do you make sure your C-suite and wider organization see the benefits and ROI potential?


During this session we will discuss and deliberate how you can position the value of investing in employee experience to your wider business, and make it your most value tool for customer satisfaction and retention.

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Robert Sims

SVP Retail Services
Greylock Federal Credit Union

3:40 pm - 3:50 pm CX "Credit Score" Competition Prize Draw!

3:50 pm - 4:00 pm Q&A Roundup, Chairperson's Closing Remarks and End of the Exchange