Digital UX – FinovateFocus Connect Event

9:00 - FinovateFocus Connect Starts - Format Introduction - Greg Palmer, Finovate

9:03 - Presentation 1 - Personalization and customization with data in the banking and payments industry - Adam Carson, Point72 Ventures

9:06 - Meeting 1

9:09 - Presentation 2 - Earning customer trust in the digital age - Jeremy Balkin, Award Winning Author

9:12 - Meeting 2

9:15 - Presentation 3 - Wealth Management: Compete for affluent digital-native clients - Steven Ramirez, Beyond the Arc

9:18 - Meeting 3

9:21 - Presentation 4 - What do customers want: Meeting customer needs - Steven Van Belleghem, nexxworks

9:24 - Meeting 4

9:27 - Presentation 5 - Chatbots, AI, and automation as platforms for revolutionizing CX - Daniel Latimore, Celent

9:30 - Meeting 5

9:33 - Presentation 6 - Insights into How to Support Financial Futures for Customers in a Post-COVID-19 World – From financial Planning to Serving the Financially Challenged - Rubby Hinchliffe, Reporter, Fintech Futures

9:36 - Meeting 6

9:39 - Presentation 7 - Boosting CX in banking with AI: Conversation Banking - Pascal Hoffmann, formerly Wells Fargo

9:42 - Meeting 7

9:45 - Presentation 8 - Customer Experience 2021: Using data to drive CX strategy, business outcomes, and flawless execution - Brad Strothkamp, Wells Fargo

9:48 - Meeting 8

9:51 - Closing Remarks -- Greg Palmer

9:53 - FinovateFocus Connect Concludes

Digital UX – FinovateFocus Roundtable Event

10:15 - FinovateFocus Roundtables Platform opens for networking

10:30 - Roundtable Session 1

Choose your roundtable. Roundtables will run for 30 minutes and then repeat giving attendees the opportunity to attend 2 roundtables in total.

Roundtable 1 - Earning Customer Trust in Digital Age – Playing the trust card - Jesse Podell, Director, Ally Bank

Roundtable 2 - Chatbots, AI, and Automation as Platforms for Revolutionizing CX - Daniel Latimore, Chief Research Officer, Celent

Roundtable 3 - Effective Customer Acquisition, Engagement, and Retention – the Experience Age - Steven Ramirez, CEO, Beyond the Arc

Roundtable 4 - APIs And Open Banking – Putting the customer in the driver’s seat - Ghela Boskovich, Head of Europe, Financial Data and Technology Association

Roundtable 5 - Customer Insights in How to Support Financial Futures for Customers in a Post-COVID-19 World – From Financial Planning to Serving the Financially Challenged - Sunil Singh, CRO, LendUp

Roundtable 6 - Leveraging Technology to Simplify Our Customer Experiences - Allysun Fleming, Head of Commercial Banking Onboarding and TM Client Delivery, Wellsfargo

Roundtable 7 - What do Customers Want – Meeting Customer Needs - Sara Tresch, SVP, Digital Transformation & User Experience, Charles Schwab

Roundtable 8 - Customer Experience 2021 – Using Data to Drive CX Strategy, Business Outcomes, and Flawless Execution - Brad Strothkamp, VP Customer Experience, Wellsfargo

Roundtable 9 - Future of Payments – Are we Turning into a ‘Cashless’ Society? - Julie Muhn, Senior Research Analyst, Finovate

Roundtable 10 - Personalisation and Customisation with Data in the Banking and Payments Industry - David Penn, Research Analyst, Finovate

11:00 - Roundtable Session 2

Choose your roundtable. Roundtables will run for 30 minutes and then repeat giving attendees the opportunity to attend 2 roundtables in total. Choose from the list above.

11:30 - Concluding Networking

11:45 - FinovateFocus Roundtables Conclude

February Event - Digital UXThursday, 25 February 2021 - CST/UTC-6 Time Zone

February Event - Digital UXThursday, 25 February 2021 - CST/UTC-6 Time Zone