Venue
Yale Club
Yale Club, 50 Vanderbilt Ave, New York, NY 10017, USA

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Event Date Thu Sep 19 EDT (about 5 years ago)
Location Yale Club
50 Vanderbilt Ave, New York, NY 10017, USA
Region Americas
Details

Digital Customer Experience (DCX) has become the watchword of next-generation customer interaction. On the customer-facing side, technologies such as social platforms, chatbots, human-machine interfaces like Alexa and Siri, and virtual reality (VR)/augmented reality (AR) are dramatically changing how financial services firms interact with customers (whether individuals or businesses). On the back technologies like AI, machine learning, and advanced analytics are providing financial executives with unprecedented insight into customer desires and behavior.

In sum, these technologies have the potential to radically transform financial services firms. They can spawn new lines of business, new products and new partner channels.

Speakers

2019 Speakers

James Kostulias
Managing Director, Retail Client Experience, TD Ameritrade and WSTA President

Chuck Thomas
Senior Director, Advisory, Gartner

Lisa Woodley
Vice President, Customer Experience & Digital, FSI Business Consulting, NTT DATA Services

Michael Douglas
Product Marketing Executive, OutSystems

James Kostulias
Managing Director, Retail Client Experience, TD Ameritrade

Casey Santos
Chief Information Officer, General Atlantic

Sponsors & Partners

2019 Sponsors

PREMIER SPEAKING SPONSOR:
• Atos

LUNCHEON SPEAKING SPONSOR:
• NTT Data

SPEAKING SPONSORS:
• Broadcom
• Moxtra
• Outsystems