Archive

Cindy Chastain, Mastercard, SVP, Group Head, Customer Experience and Design

Cindy Chastain, Mastercard, SVP, Group Head, Customer Experience and Design

We caught up with Cindy Chastain from Mastercard who shared some of her insights into how to successfully guide the transformation of customer experience in order to differentiate your brand. She advocates the importance of design and predicts that this will become more and more prevalent in the future. She also discusses the challenge of embedding practices that actually get results, and the importance of a maturity model in achieving this. 
Jennifer Watkins, Global Head of Customer Innovation& Foresight, AXA

Jennifer Watkins, Global Head of Customer Innovation& Foresight, AXA

Jennifer Watkins from AXA shared her insights into innovation in customer experience, and how to create a seamless customer experience across all channels. She recommends the importance of involving employees in your customer service vision, and having the skillset to enable change in your organization. Watch our interview with her to find out more and how you can improve customer experience. 
Jeronimo De Miguel, VP Branding & Creative, ManuLife

Jeronimo De Miguel, VP Branding & Creative, ManuLife

Jeronimo De Miguel from Manulife tells us about the significance of a strong brand image and how brand ambassadors can have a positive impact on your organization. He reveals the message behind Manulife’s latest brand campaign, “Are You Ready?” and how this reflects the need to connect with customers on their own terms. 
Kristin Julbert, Director, Client Experience & Business Process, BBVA Compass

Kristin Julbert, Director, Client Experience & Business Process, BBVA Compass

We caught up with Kristin Julbert who offered her insights on what makes a successful metric strategy. She tells us how her team use the data available to them to identify what actions are necessary to improve the customer experience, and then follows through to ensure these actions are happening. Listen to the interview to discover how data can be used to improve the quality of customer interactions. 

Henry Edinger, Chief Customer Officer, Travelers

Henry Edinger, Chief Customer Officer, Travelers

Most companies struggle to achieve their customer experience goals due to other projects that may potentially be perceived as ‘higher priority’. It’s imperative to empower employees across all departments, whether customer-facing or not, to deliver products and services designed for the customer of today and the customer of tomorrow. Henry Edinger, Chief Customer Officer, Travelers, opened the Exchange to give his account of the importance of prioritizing CX from the top down. Hendry defined what he felt were the three key elements of a successful strategy, and combined some practical examples as to how Travelers maintains it’s customers at the heart of it’s brand.

Personalization vs Automation

Personalization vs Automation

Customers are engaging with FS organizations in a much more sophisticated way than ever before, with the emergence of digital handing the power directly to the customer. But how are organizations using emotional engagement, personalization, even individualization in the fight to remaining competitive? How are the biggest FS players delivering a personalized experience? Can this even be done without the use of automated systems to service their customers on a mass basis? 

These are critical questions asked of experts within the FS industry including from MasterCard; AXA; Fidelity; BBVA  and many more. 

Customer Experience Exchange for Financial Services 2016 Post Event Report

Customer Experience Exchange for Financial Services 2016 Post Event Report

Take a look at the 2016 Post Event Report to gain access to exclusive interviews, presentations as well as insights into the critical challenges that were discussed at the Exchange and much more!

Welcome to Digital Disruption

Welcome to Digital Disruption

Buying behavior have forever changed with customers in all markets. As a result, financial firms now need to compete with a whole new kind of ‘great’ experience. Ulrika from Lithium takes the audience through how FS organizations can allow customers to take charge through digital.

Customer Experience Exchange for BFSI Post Event Report 2017

Customer Experience Exchange for BFSI Post Event Report 2017

This post event report outlines these and many more central themes that arose from discussing the challenges and trends driving high levels of investment across the broad technology and service provider landscape. With exclusive presentations, statics and insight from the Exchange, we hope you find this report useful!

Proactively Engaging your Customers to Win Trust & Share of Wallet

Our experts; Lucas Freed, Vice President, Customer Experience & Cross-Sell;  Kyle Okimoto, Executive Vice President, E*Trade and Kristin Julbert, Director, Client Experience & Business Process, BBVA Compass shared their advice on how to win your customers’ trust, revealing the factor crucial for success is not what you say, but what you do. Trust is a key driver for customers to repeat investment in your product, and in order to build this trust your brand needs to be consistent. This is easier said than done, but watch our panel discussion and find out what our speakers have found to be the best approach.