Katja Forbes

Executive Director & Head, Client Experience, Insights and Development Standard Chartered Bank

Katja holds a global senior leadership role within Standard Chartered's Corporate and Institutional Banking (CIB) Digital Channels and Data Analytics (DCDA) team that delivers client experience and product strategy, CX initiatives and digital content for the CIB segment in 50 markets around the world. She is also a member of the Standard Chartered Data Ethics working group under their Responsible AI team.

She has been recognised as one of the top 20 CX Leaders in Financial Services by CX Network, as well as one of '50 Australian professionals', Top 10 Women Disrupters and as one of Westpac Australian Financial Review's '100 Women of Influence'.

Currently, as Head of Client Experience at Standard Chartered bank, she leads a team to create high-impact products and services that promote financial inclusion and contribute to a net-zero carbon future. She is the DE&I Director on the Data Visualization Society global board and she has also served as an International Director and Vice President on the Global Board of the Interaction Design Association (IxDA).

Before joining Standard Chartered, she founded syfte, a specialist business in research and experience design. In 2018, the business was acquired by the international firm Wipro and she was announced as the Managing Director of Designit, Australia & New Zealand.

As a published author and regular media commentator, she is not only known for her professional achievements but also for her determination and sense of purpose as a thought leader and inspiration for women around the world.

CX Financial Services 2024 Agenda

11:30 AM Integrating qualitative and quantitative research to transform CX operations

With a global mandate overseeing product and service design, digital content, and client research, Forbes is at the forefront of fostering an innovation-driven, people-oriented culture within the financial sector. Join Katja Forbes, Executive Director & Head of Client Experience, Insights, and Development at Standard Chartered Bank, as she shares her expert insights on how to leverage client behaviors for strategic decision-making in the digital age.

Key takeaways:

  • Understand how to design operations to ensure seamless product and service delivery and enhance the overall client experience
  • Explore strategies for utilizing digital content to engage clients effectively and provide tailored financial solutions
  • Discover the importance of fostering a culture of innovation and continuous learning to drive business growth and client satisfaction
  • Learn how combining qualitative and quantitative research can translate client behaviors into actionable business strategies