Next Gen CX for Financial Services

July 17-July 19, 2017

Renaissance Boston Waterfront Hotel, Boston, MA

1.888.482.6012

Dan Simon

CEO
Vested
Dan is a writer and senior financial communications specialist with over 15 years’ experience in PR, Marketing & Advertising. Dan has led campaigns for some of the biggest brands in finance and FinTech, including Bloomberg LP, J.P.Morgan, and Citigroup. Dan is a regular columnist for Forbes, Markets Media and CoinTelegraph and he co-chairs the Museum of American Finance Communications Advisory Board.


Day Two: Establishing A Governance Around CX

12:15 PM PANEL: Spare Me The Siloes: Breaking the Boundaries That Stunt Your Strategy

A siloed company is an unhappy company. Unfortunately that is where most companies within and outside the financial services industry find themselves. Your customer doesn’t think in siloes, so setting up each channel to work separately from one another can often lead to a disjointed experience. Join this session to hear more about how companies can:

• Pinpoint the internal departments you need to collaborate within in order to have an end to end picture of your customer
• Build relationships with these business partners and department heads in order to understand their priorities and help them understand yours
• Instill the importance of customer experience across the organization with trainings and CX advocates
• Create common objectives and organizational goals