Next Gen CX for Financial Services

July 17-July 19, 2017

Renaissance Boston Waterfront Hotel, Boston, MA


Lisha Davis

Client Executive, Flagship Services
Vanguard Group

Day Three: Planning for Your Customer’s Future Needs

10:15 AM ‘LIVE WITH…’ Setting Yourself Up for Success- Creating A Culture of Innovation

Given the rather traditional nature of your average financial institution, the concept of creating a cx centric culture, rather than an operations focused culture can be daunting on its own Add to that a focus on how to be constantly innovating and looking for new opportunities to surprise your customer

• Learn to decipher what is innovative and what is simply shiny and new
• Understand what innovative strategies need to be shared with your customers
• Create a culture of innovation that strives to constantly surprise the customer
• Understand what content your customers need on their person at all times