Next Gen CX for Financial Services

July 17 - 19, 2017

Renaissance Boston Waterfront Hotel, Boston, MA


 Lisha Davis
Lisha Davis Client Executive, Flagship Services Vanguard Group

Day Three: Planning for Your Customer’s Future Needs

11:15 AM ‘LIVE WITH…’ Setting Yourself Up for Success- Creating A Culture of Innovation

Given the rather traditional nature of your average financial institution, the concept of creating a cx centric culture, rather than an operations focused culture can be daunting on its own Add to that a focus  on how to be constantly innovating and looking for new opportunities to surprise your customer

•    Learn to decipher what is innovative and what is simply shiny and new
•    Understand what innovative strategies need to be shared with your customers
•    Create a culture of innovation that strives to constantly surprise the customer
•    Understand what content your customers need on their person at all times