Costumer Experience 2025 - USA | Center for Financial Professionals (CeFPro) | 2 April 2025 | New York Bar Association, 42 West 44th Street, New York, NY 10036 USA

Venue
New York Bar Association
New York Bar Association, 42 West 44th Street, New York, NY 10036 USA

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Event Date Wed Apr 2 EDT - Thu Apr 3 EDT (6 days ago)
Location New York Bar Association
42 West 44th Street, New York, NY 10036 USA
Region Americas
Details

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Key themes

Future of Bank Branches:
• Adapting branch locations and designs to meet evolving customer needs

Employee Experience:
• Enhancing employee experience for better customer outcomes

Digital and Human Experience:
• Balancing AI and human involvement for optimal customer experience

Implementation of Ai and Innovation:
• Exploring the role of AI and innovation to enhancing customer experience

Customer Journey Optimization:
• Optimizing the customer journey through balancing AI and human touchpoints

Speakers

2025 Speakers

Andrew Hoffman
Former VP & Senior Counsel, Privacy, Data Protection & Cybersecurity, Goldman Sachs

Anubhuti Mishra
Senior Manager, CRM & Advisory Technology, Royal Bank of Canada

Audrey Stone
VP, Business Analyst Manager, JPMorgan Chase

Catrina Tate
VP, Everwise, Credit Union

Denise Vazquez
AVP/Branch Manager, Regions Bank

Doug Roerden
Head of Experience Design, FM Global

Ivan Tolmachev
Creative Director, Finstar Financial Group

James Maimone
SVP, Citizens Bank

John Almasan
Senior Managing Director, Head of AI & Emerging Tech, TIAA

Jonas Ng
COO, Laurel Road

Julia Cay
Senior Director of Customer Experience, Bread Financial

Leslie Cruz
Head of Core Experience, Nubank

Lili Macklin
Sr. Mgr. Customer Servicing Communications, Servicing Engagement & Product Optimization, Bread Financial

Lloyd Marriot
Managing Director, JPMorgan & Chase

Rebecca Moniri
Senior Managing Director, Client Experience, State Street

Senior KYC Expert
ING

Seun Aiyese
President of Retail Banking, Southern Bancorp

Sri Divya Kotte
Senior Manager, Deposits Operation Strategy, Discover Financial Services

Stacey Collins
Chief Experience Officer, Dutch Point Credit Union

Tanika Scott
VP, Lead Business Execution, Wells Fargo

Trish Wethman
Chief Customer Officer, Best Egg