CXFS 2019

July 29 - 31, 2019

Westin Copley Place, Boston MA

Day 3

July 31, 2019

Back To The Future

8:20 am - 9:00 am Continental Breakfast

9:00 am - 9:05 am Welcome Remarks & Final Icebreaker

Charleen Ring - Program Director, CXFS

Charleen Ring

Program Director

9:05 am - 9:15 am Chairperson’s Opening Remarks

9:15 am - 9:45 am Keynote: The Art And Science Of Collecting, Navigating And Understanding Staff And Member Feedback

Donald Peaks - Chief Experience Office, First Commerce Credit Union
Beginning in late 2017, First Commerce Credit Union began its implementation of technology to enhance the member experience in a sustainable manner.  As with any change, there was much feedback to be gained, many lessons to learned.  This presentation was developed through member interaction, feedback, in person feedback and surveys.  
Major topics include:

• Understanding points of member feedback
• Understanding and Determining the Importance of Which Members are Giving Feedback
• Understanding the importance of multiple touch points and points of reference
• Understanding the difference between what members say versus what they do
• Matching organizational tactics to organizational strategy

Donald Peaks

Chief Experience Office
First Commerce Credit Union

9:45 am - 10:05 am Keynote: Marrying Technology And Intelligence With The Consumer Experience

Dr. Debbie Bartoo - Senior Innovation Strategist, PSCU
We’re living in a digital world, and now more than ever, it’s crucial to tap into technology and intel to drive the best possible consumer experience. 

• Using personalization to better understand who your customer is and what they want
• Leveraging your data to drive predictive analytics 
• The impact of machine learning and AI  on your ROI

Dr. Debbie Bartoo

Senior Innovation Strategist

10:05 am - 10:35 am The Year 1 Diary of a New Chief Client Experience Officer

Ann Ryan - Chief Client Experience Officer, Old National
A month-by-month look at building a client experience program from the ground up.  Successes, challenges, lessons learned and where we are going in Year 2 and beyond.

Ann Ryan

Chief Client Experience Officer
Old National

10:35 am - 11:05 am Morning Refreshment & Networking Break

11:05 am - 11:35 am Panel: CXD - Sharing The Story of Conceiving, Building, Maturing, and Evolving Our Enterprise Design Team at Fannie Mae

The Federal National Mortgage Association (FNMA), commonly known as Fannie Mae, is a United States government-sponsored enterprise (GSE), a Fortune 20 company with a multi-trillion dollar book of business, and we are moving forward with a passionate focus on our customers and partners to build a stronger, safer, more efficient housing finance system. In 2016 Cindy McKissock (VP, CXD) began the efforts to create an in-house core Design capability to drive customer centricity, uncover unmet customer needs, and to bring experience to form an equal balance with technology and business at Fannie Mae. Join the CXD leadership team to hear stories and ask questions from a wide variety of topics including: 

• Securing initial buy-in to start an Experience Design capability
• Communicating the value of Experience Design
• Establishing research and insight 
• Amassing and managing talent
• Evolving organizational structures
• Concerning culture and learning
• Maturing operational models - governance vs. genesis
• Shared space, distributed, and mixed distributed work settings
• Work environment and Design
• Balancing corporate risk aversion and innovation
...and more triumphs, pitfalls, and opportunity for unique questions from the audience. 

11:35 am - 11:55 am Lessons Learned In Creating And Launching An Amazon Alexa Skill For Banking

Alexander Chan - Product Manager of Mobile Banking and Payments, Central 1 Credit Union
With the adoption of smart assistants like Alexa and their growing reach to consumers as they permeate more device form factors, how might financial institutions prepare and create voice experiences that resonate with their customers? In this session, critical strategies will be covered to create a conversational experience on Amazon Alexa with authenticated banking features. We will talk about ways of overcoming challenges with voice design, security and privacy, and other maintenance considerations.

Alexander Chan

Product Manager of Mobile Banking and Payments
Central 1 Credit Union

The changes you make to your customers experience are only as good as the insights you receive from
them. And you only receive good insights if you are truly listening to everything their saying. This can often involve a whole team of VoC masters who know what listening posts to be pulling insights from and how valid the insights are that they pull from those posts.

• What should you be listening to, when should you be listening to it and how are you collecting what you hear?
• What are other ways to capture customer feedback outside of surveys?
• How are you leveraging existing resources and sources of feedback before further investment?
• Is it possible to streamline the constant influx of feedback so that it can be digested and acted upon?
• Can you easily communicate progress on the most frequent pain points to your whole customer base?

Sonal Bullard

SVP, Director of Client & Advisor Experience
SunTrust Private Wealth Management

Andrea Plant

VP of Process Improvement
First Citizens Bank


Tammy Gedetsis

VP, Senior Commercial Digital Product Manager
Key Bank


Kevin O'Dell


12:30 pm - 12:50 pm Open Session

12:50 pm - 12:50 pm End of CXFS 2019 and Grab & Go Lunch for All Attendees