Next Gen CX for Financial Services

July 17 - 19, 2017

Renaissance Boston Waterfront Hotel, Boston, MA


 Penny Steckly
Penny Steckly , Program Director - Voice of the Customer, Canadian Division Manulife

Day One: Achieving a Holistic View of Your Customer

4:20 PM Moderator Led Champagne Roundtable Discussions:

1.    Crossing the Chasm: Transforming Customer Research into Actionable Insights and ROI
Jimmy Chou, Principle, SingleStone Consulting

2.    Lithium Technology Roundtable
Speaker to be named, Lithium

3.    Using The Power Of Storytelling To Create Emotionally Engaging Experiences
Penny Steckly, Program Director - Voice of the Customer, Canadian Division, Manulife

4.    R&D: Measuring and Benchmarking Against Your Competition
5.    Developing Your Brand Story with CX
Karl Sharicz, Customer Experience Analyst, Eastern Bank

6.    Branch of the Future: Understanding the Evolving Role of Your Brick and Mortar Outposts
Lea Ammerman, MBA, Executive Vice President of Member Services , Michigan State University Federal Credit Union

7.    Centralized or Decentralized CX? What Works Best
Drew Brooks, VP of Digital Channel Strategy, First Tennessee Bank

8. Maru/er Roundtable
Ted Chen, President, Maru/edr

If you are interested leading one of the available roundtables, please be in touch
with Evan Speight at