Next Gen CX for Financial Services

July 17-July 19, 2017

Renaissance Boston Waterfront Hotel, Boston, MA


Anne Witherspoon

Senior Vice President, Director of Treasury Management Operations, Client Experience Advocate
Texas Capital Bank
Anne Witherspoon is a Senior Vice President and the Director of Client Onboarding and Service Delivery at Texas Capital Bank. She was given the opportunity to begin a formal Client Experience program in 2015 and has been successful in building the foundation and creating momentum to evolve and expand the program in just two short years. Anne has an MBA from Texas A&M International University and a BBA from Texas Tech University. She holds several professional certifications including Certified Client Experience Professional (CCXP), Certified Treasury Professional (CTP), Accredited ACH Professional (AAP) and Project Management Professional (PMP). She serves as the Treasurer of the Board of Directors of ePayAdvisors and as the Vice President of the Board of Directors of Fine Arts Chamber Players. She is very active in the Dallas CXPA networking group where she served as both a host and speaker at the November 2016 meeting.

Day Two: Establishing A Governance Around CX

2:15 PM CASE STUDY: We’re All in This Together! Teaching Your Back Office Employees About the Value of CX

• How to establish training programs on key CX principles that can be taken by any one at the organization • Identify business leaders in various departments to take these trainings first so they can act as ambassadors for customer experience efforts and lead the charge for the rest of the company to get involved • Provide actionable takeaways from these trainings so that those who have gone through it can make new strides for customer experience in their departments right away
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