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IMpower incorporating FundForum
27-28 June 2023
The Grimaldi ForumMonte Carlo, Monaco

Theresa Clifford
Director at EY Seren

Profile

Theresa is a Director within EY Seren, a global research and design consultancy. EY Seren is part of EY Design and Engineering, where disruptive thinking meets craftsmanship, collaborative innovation and agile execution. Theresa is focused on the financial services industry across insurance and wealth and asset management and works in close collaboration with EY’s EMEIA Financial Services team. She joined EY Seren in 2017, and has over 20 years’ experience in delivering award-winning, holistic customer centric strategies and programmes of work for global organisations. Theresa has provided strategic insight and innovation approaches to some of the world’s most successful financial services businesses, helping them to transform their business and market propositions and provide the best possible customer experience while delivering growth to the business.

Agenda Sessions

  • NEXT GEN CUSTOMERS How can you build next generation customer engagement and nudge good customer financial advice when you don’t know who your customers are? How to influence 2.5 billion next generation wealth and retail investors used to social media and gaming?

    09:50

Speakers at this event