Rich Dorfman MBA

For our first engaging panel of the day, gain insights into proven strategies for aligning diverse teams within your organization to seamlessly work towards a common goal – delivering a frictionless and exceptional customer experience. Learn how successful collaborations between departments such as customer services, marketing and technology can break down silos and streamline processes to meet evolving expectations of today’s financial services consumers. Gain valuable insights into building a customer-centric culture that goes beyond individual teams, creating a unified and customer-focused approach throughout your entire organization.

• Explore successful approaches to breaking down departmental silos, fostering collaboration between teams
• Understand the pivotal role of tech in streamlining processes and enhancing collaboration across differet facets in financial services, from customer services to marketing and beyond
• Learn practical steps to cultivate a customer-centric culture that permeates every level of your organization, creating a unified approach towards meeting customer expectations

No dull, scripted panels here. Our Advisory Boards have helped shape CXFS and lent their time and expertise into offering insights into their industry-specific tracks, and now they’re helping to kick off their respective tracks with lively discussions around the hottest trends in CX right now.

• The THING that’s keeping our panelists them at night
• Their greatest success from the year
• AMA - audience questions