In financial services, whether serving consumers or clients, customer journeys often span multiple departments - from onboarding and transactions to service and relationship management. But how do organizations craft interactions that feel connected and intentional, rather than fragmented (a hint: leverage internal design talent)?
This discussion shares practical examples that explore how to collaborate across functions and deliver a unified customer experience across both B2B and B2C segments.
• Identifying high-impact touchpoints across customer types
• Strategies to integrate data, design, technology, and workflows across teams
• Designing seamless journeys that enhance satisfaction, trust, and long-term value
Check out the incredible speaker line-up to see who will be joining Isabel.
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