Next Gen CX for Financial Services

July 17-July 19, 2017

Renaissance Boston Waterfront Hotel, Boston, MA


Eric VonDohlen

Chief Analytics Officer

Day One: Achieving a Holistic View of Your Customer

12:25 PM Case Study: Integrating Disparate Data Sources to Achieve One Holistic View of Your Customer

If you are a financial institution, it is likely that you have systems with customer data and accounts that were created more than 20 years ago. And those legacy systems don’t necessarily talk to your new systems or if they do, it’s far from seamless. Do you need to buy another piece of technology to integrate these systems, or is it possible to work around it? Join this session to hear more about: • How do you begin to understand where customer data is located? • Looking at the tools that would be able to pull this data into one place for you • Training front-line employees to find the customer records that give an end-to-end picture of where your customer interacts with your brand
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