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Timings08:00 AM - 04:45 PM (General)
| Entry FeesCheck Official Website |
Estimated Turnout0-300 Delegates Based on previous editions | Event TypeConference |
EditionsApr 2025Frequency Not Available | Official LinksWebsiteContacts Report Error Claim this event |
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Center for Financial Professionals 14 Total Events • 98 Followers | |
40.755476-73.982169 Venue Map & Directions | |
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Felix V
Sales
New York, United States
Oliver Christie
Founder
New York, United States
Helene Dolph
Business Development Officer
New York, United States
Mark Fitzgerald
Consultant
New York, United States
Godesi.com
Promoter
New York, United States
Apollos Hill
New York, United States
Doug Atkin
VC
New York, United States
Erhan Bilici
Finance Manager
New York, United StatesView More
Speakers
Speaker
Anubhuti Mishra
Senior ManagerSpeaker
David Gibson
NPS and Customer Experience ManagerSpeaker
Doug Roerden
Head of Experience DesignSpeaker
Ivan Tolmachev
Creative DirectorSpeaker
John Almasan
Senior Managing DirectorSpeaker
Julia Cay
Senior Director of Customer ExperienceSchedule & Agenda
| Wed, 02 Apr 08:00 AM - 08:50 AM | REGISTRATION AND BREAKFAST REGISTRATION AND BREAKFAST | |
| Wed, 02 Apr 08:50 AM - 09:00 AM | CHAIR’S OPENING REMARKS CHAIR’S OPENING REMARKS | |
| Wed, 02 Apr 09:00 AM - 09:45 AM | OVERCOMING SILOS TO IMPROVE CUSTOMER EXPERIENCE – PANEL DISCUSSION OVERCOMING SILOS TO IMPROVE CUSTOMER EXPERIENCE – PANEL DISCUSSION Collaboration across departments to improve customer satisfaction and align...continue reading | |
| Wed, 02 Apr 09:45 AM - 10:20 AM | CUSTOMER ACQUISTION CUSTOMER ACQUISTION Enhancing customer acquisition in a digital-first landscape Understanding how automation is changing the landscape of clie...continue reading | |
| Wed, 02 Apr 10:20 AM - 10:50 AM | MORNING REFRESHMENT BREAK AND NETWORKING MORNING REFRESHMENT BREAK AND NETWORKING | |
| Wed, 02 Apr 10:50 AM - 11:25 AM | CUSTOMER JOURNEY OPTIMIZATION CUSTOMER JOURNEY OPTIMIZATION Optimizing the customer journey through balancing AI and human touchpoints Understanding customer behaviour to i...continue reading | |
| Wed, 02 Apr 11:25 AM - 12:00 PM | CUSTOMER DATA AND PRIVACY - DEEP DIVE CUSTOMER DATA AND PRIVACY - DEEP DIVE Balancing data, security, and compliance to enhance decision-making and customer trust Managing security...continue reading | |
| Wed, 02 Apr 12:00 PM - 12:35 PM | CUSTOMER SENTIMENT CUSTOMER SENTIMENT Capturing customer sentiment through leveraging technology and AI for an enhanced customer experience Obtaining technology,...continue reading | |
| Wed, 02 Apr 12:35 PM - 01:35 PM | LUNCH BREAK AND NETWORKING LUNCH BREAK AND NETWORKING | |
| Wed, 02 Apr 01:35 PM - 02:10 PM | AI USAGE WITH CUSTOMERS AI USAGE WITH CUSTOMERS Implementing AI technology to enhance customer experience while addressing concerns Assessing the risks of using gener...continue reading | |
| Wed, 02 Apr 02:10 PM - 02:55 PM | IMPLEMENTATION OF AI AND INNOVATION IMPLEMENTATION OF AI AND INNOVATION Exploring the role of AI and innovation to enhancing customer experience Adapting to rapid advancements in...continue reading | |
| Wed, 02 Apr 02:55 PM - 03:30 PM | PREDICTIVE SERVICING PREDICTIVE SERVICING Anticipating customer needs and delivering personalized services Using AI and data analysis to predict customer needs bas...continue reading | |
| Wed, 02 Apr 03:30 PM - 04:00 PM | AFTERNOON REFRESHMENT BREAK AND NETWORKING AFTERNOON REFRESHMENT BREAK AND NETWORKING | |
| Wed, 02 Apr 04:00 PM - 04:35 PM | KYC KYC Increasing compliance in KYC processes to streamline process and improve customer satisfaction Ensuring compliance with KYC and data priva...continue reading | |
| Wed, 02 Apr 04:35 PM - 05:20 PM | FRAUD FRAUD Combating fraud through use of AI to improve the customer experience Impact of combating fraud on the customer experience Evolving strat...continue reading | |
| Wed, 02 Apr 05:20 PM - 05:30 PM | CHAIR’S CLOSING REMARKS CHAIR’S CLOSING REMARKS | |
| Wed, 02 Apr 05:30 PM - 08:00 PM | END OF DAY ONE AND DRINKS RECEPTION END OF DAY ONE AND DRINKS RECEPTION | |
| Thu, 03 Apr 12:00 PM - 12:25 PM | PROVING THE ROI OF CUSTOMER EXPERIENCE PROVING THE ROI OF CUSTOMER EXPERIENCE Demonstrating the ROI of customer experience for investment NPS, CES and surveys– are they enough? Maki...continue reading | |
| Thu, 03 Apr 12:25 PM - 01:35 PM | LUNCH BREAK AND NETWORKING LUNCH BREAK AND NETWORKING | |
| Thu, 03 Apr 01:35 PM - 02:10 PM | ONBOARDING AND TRAINING ONBOARDING AND TRAINING Developing consistent training programs for employees to deliver effective customer experience Developing in-house tra...continue reading | |
| Thu, 03 Apr 02:10 PM - 02:45 PM | EMPLOYEE EXPERIENCE EMPLOYEE EXPERIENCE Enhancing employee experience for better customer outcomes Implementing sustainable development plans to drive employee gr...continue reading | |
| Thu, 03 Apr 02:45 PM - 03:15 PM | AFTERNOON REFRESHMENT BREAK AND NETWORKING AFTERNOON REFRESHMENT BREAK AND NETWORKING | |
| Thu, 03 Apr 03:15 PM - 03:50 PM | STRATEGIC LENS AND MACRO VIEW IN FINANCIAL SERVICES STRATEGIC LENS AND MACRO VIEW IN FINANCIAL SERVICES Addressing client loyalty and retention in a rapidly consolidating industry Focusing on cl...continue reading | |
| Thu, 03 Apr 03:50 PM - 04:35 PM | FUTURE OF BANK BRANCHES – PANEL DISCUSSION FUTURE OF BANK BRANCHES – PANEL DISCUSSION Adapting branch locations and designs to meet evolving customer needs Exploring the relevance of ph...continue reading | |
| Thu, 03 Apr 04:35 PM - 04:45 PM | CHAIR’S CLOSING REMARKS CHAIR’S CLOSING REMARKS | |
| Thu, 03 Apr 04:45 PM - 04:45 PM | END OF CUSTOMER EXPERIENCE 2025 END OF CUSTOMER EXPERIENCE 2025 | |
| Thu, 03 Apr 08:00 PM - 08:50 PM | REGISTRATION AND BREAKFAST REGISTRATION AND BREAKFAST | |
| Thu, 03 Apr 08:50 PM - 09:00 PM | CHAIR’S OPENING REMARKS CHAIR’S OPENING REMARKS | |
| Thu, 03 Apr 09:00 PM - 09:45 PM | BALANCING DIGITAL AND HUMAN EXPERIENCE IN CUSTOMER EXPERIENCE - PANEL DISCUSSION BALANCING DIGITAL AND HUMAN EXPERIENCE IN CUSTOMER EXPERIENCE - PANEL DISCUSSION Balancing AI and human involvement for optimal customer exper...continue reading | |
| Thu, 03 Apr 09:45 PM - 10:20 PM | OMNICHANNEL APPROACH OMNICHANNEL APPROACH Delivering seamless omnichannel approach to manage customer expectation and enhancing experience Managing multiple lines ...continue reading | |
| Thu, 03 Apr 10:20 PM - 10:50 PM | MORNING REFRESHMENT BREAK AND NETWORKING MORNING REFRESHMENT BREAK AND NETWORKING | |
| Thu, 03 Apr 10:50 PM - 11:25 PM | USER EXPERIENCE AND CUSTOMER EXPERIENCE USER EXPERIENCE AND CUSTOMER EXPERIENCE Enhancing user experience through balancing human-centric design and technology Managing technology ad...continue reading | |
| Thu, 03 Apr 11:25 PM - 12:00 PM | REGULATIONS – PANEL DISCUSSION REGULATIONS – PANEL DISCUSSION Navigating CX in a highly regulated environment whilst balancing compliance and innovation Identifying use case...continue reading | |
40.755476-73.982169
Venue Map & Directions
42 W 44th St New York NY 10036
USA
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