Redefining Next-Gen Financial Services: Accelerating Customer Experience for the Digital Age

Elevating Customer Experience in Financial Services with Xpedition and Microsoft Copilot.

25

September

  • 10AM London
  • Free

Why attend?

In this short webinar, led by industry experts, we will share exclusive results of market research highlighting the most important aspects of customer experience and those that are of greatest importance to consumers.

You’ll learn how Financial Services firms who have adopted Digital Transformation are meeting consumer needs and the impact it is having on their customer lifetime value.

Speakers from Xpedition & Microsoft will showcase emerging technology that will elevate your customer experience.

Learn how Microsoft Dynamics 365 infused with AI will increase productivity, remove inefficiencies, personal engagements and help you address Consumer Duty best practice.

  • Richard Gibson – Senior Marketing Manager – FS Industry Expert
  • James Drew – Senior Business Manager – FS
  • Justin Moor – Financial Services Industry Lead – Microsoft

 

Let Xpedition be your guide on the journey from targeted customers through the sales pipeline and into customer service and beyond.

With over 25+ years of experience transforming Financial Services organisations, Xpedition experts act as a trusted partner for firms looking to transform Customer Experience with AI.

By showcasing the “Art of the Possible” leveraging Microsoft Dynamics 365 Customer Insights, Copilot for Sales and Copilot for Service, we can help foster a culture of exceptional Customer Experience.

Leave the webinar with the following insights:

  1. What do you need to do to elevate your Customer Experience?
  2. How to get started on your customer transformation journey?
  3. How to increase productivity and increase efficiencies with Microsoft technology
  4. Examples of how Xpedition are helping customers on this journey and how we could help you.

Speakers

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Richard Gibson
Senior Marketing Manager, Xpedition

I am a seasoned Senior Marketing Manager specialising in proposition development, Go-to-Market strategy, and Account-Based Marketing. Throughout my career, I have thrived at the intersection of technology and financial services. With the rise of generative AI, it’s an exciting and pivotal time for financial service institutions (FSIs) as they seek to leverage their data to deliver exceptional customer experiences.

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James Drew
Senior Account and New Business Manager, Xpedition

I have been working at Xpedition since August 2021. Specialising in digital transformation strategy, I delight in helping organisations better understand their long-term vision, and working with them to develop their business strategy and achieve their objectives through the implementation of innovative Microsoft solutions. Previously, I worked at Advanced Computer Software Group and DPS Software, holding various roles in new business development.

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Justin Moor
FSI Solutions Specialist, Microsoft

In my current role I work with Microsoft’s Financial Services customers; helping them achieve value-led transformational outcomes with all of Microsoft’s technologies. However, my 30-year career spans all aspects of technology sales and delivery. I’ve worked for tech vendors, tech implementors and consulting firms across many industries around the globe. Transforming customer experience, plus its interplay with colleague experience and operational automation, has been a focus throughout my career. Right now, applying data strategies, AI and generative AI to all aspects of CX is a key focus.

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