Future Digital Finance West 2017

December 04-December 05, 2017

The Wigwam, Phoenix, AZ

Contact Us: 1 (888) 482.6012

Dan Schreibstein

Head of Digital Marketing Platforms, Wealth Management
JP Morgan


1:50 PM Panel Discussion Remix: Rationalizing Your Technology Stack To Make Better Decisions Around Digital Customer Experiences

Many banks are challenged with disparate systems and technology stacks.  How can you rationalize your stack so that you can share the same data across different business units? How do you even begin that journey?  Learn how to be more effective in both online and offline channels through a rationalization of your technology stack. 

  • Interpreting how marketing teams can build online and omni-channel optimizing experiences with a detailed roadmap 
  • Making decisions around third parties who can support your omni-channel and digital intiatives
  • Rationalizing disconnected platforms and technology stacks 
  • Taking disparate systems and connecting them so you can make automatic, effective decisions

2:15 PM Panel Discussion Remix: Enhancing the Omni-Channel Customer Experience Holistically

How do you begin the process of customer experience enhancements across channels?  It begins with integrating your systems, and gathering that feedback. This session will not only look at internal processes to assist with customer experience optimization, but also how to think about your customer throughout the entire process.
  • Integrating your channels so you can obtain feedback across them 
  • Operationalizing this process and using supporting technology 
  • Gathering feedback across multiple channels (chat, text, Call/contact center, social channels, branch locations)
  • Connecting customer experience enhancements to your operational excellence to help problem solve across channels 
  • Making the front line and back office communicate better so your customers can see improvements in your CX
  • Taking the time to understand customer needs