Customer Experience in Financial Services 2022

6 - 7

September

2022
  • The Waldorf Hilton, London
  • Free
  • Why attend?
  • Agenda
  • Speakers
  • Plan Your Visit
  • Sponsors
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Why attend?

WHAT TO EXPECT FOR 2022?

The annual Customer Experience in Financial Services conference is the ultimate conference for the financial sector to drive seamless experiences and thrive in the digital age as we enter the ‘new normal’

100+

Attendees

10+

Exhibitors

15+

Speakers

70%

Attendees at Director+ level

100+

Attendees

10+

Exhibitors

15+

Speakers

70%

Attendees at Director+ level

Agenda

  • 6 Sep 2022
  • 7 Sep 2022
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8 AM

Registration and refreshments

8:45 AM

Chair’s opening remarks

Speakers

Stephen Walker
Lead Analyst, Thematic & Fintech Research, GlobalData

9 AM

Keynote Address Joint Presentation: Looking at the world of finance through the eyes of the consumer: Adapting to evolving needs and expectations

  • Breaking down traditional barriers and strategies to enhance the customer experience
  • Recognising the changing customer behaviours and interactions with finance and insurance products
  • Combining the power of behavioural data and innovation to further understand consumer preferences
  • Incorporating customer-centric strategies while transitioning call center services to digital and web-based platforms; how can we ensure no customer gets left behind?

Speakers

Seb Chakraborty
Chief Digital and Technology Officer, Domestic & General
John White
Customer Experience Director , Domestic & General

9:30 AM

Modernizing client lifecycle management in financial services

  • Modernize your client interaction management with a secure, onestop interaction workflow platform
  • Building a onestop hub to manage your complete client life cycle in banking across account onboarding, account servicing, and exception handling
  • Rethinking today’s costly, inefficient, and fragmented client engagement model, which requires significant manual intervention
  • Streamline client business processes across your finance firm and orchestrate each step of your workflows to fast-track client business

Speakers

Shimona Pinto
Senior Corporate Solutions, Moxo

10 AM

AI and automation in action: Successfully integrating cutting-edge technology into banking

  • Combining the human touch with technologies such as chatbots and voice recognition to create a smooth and seamless customer journey
  • Automating data sourcing and lead enrichment for improved predictive modelling and customer reach
  • Using the Omni channel path to provide a unified user experience
  • Implementing internal strategies to organise and focus the organisation when implementing new platforms
  • Looking at the upcoming trending tech in CX in banking such as Whatsapp, voice tech and more

Speakers

Rahul Mundke
VP Technology, Bank of America Merrill Lynch

10:30 AM

Behind the innovation: The underlying goals driving CX leaders

  • Microsoft alongside Nuance and their ecosystem of partners have had a front row seat helping many of the world’s leading FI’s deliver CX innovation and then helping them scale those investments to generate tangible value
  • In formulating its own strategy for how to best serve the industry with solutions ready to serve customer and institutional needs both now and in the years to come, several conclusions have been drawn about what important now and what will be in the near future
  • This short session seeks to round out our morning session by sharing those insights through the lens of some of those customer innovations, and importantly highlighting the rationale that’s driving them

Speakers

Sebastian Reeve
Director of Intelligent Engagement, Nuance @ Microsoft

10:45 AM

Networking break

11:15 AM

Panel Discussion Promoting the long-term financial well-being and inclusion for customers in financial services

  • Understanding how vulnerable customers play into CX journeys and designing products for inclusivity
  • Exploring the different aspects of vulnerability, the different capabilities and the need to create meaningful consumer experiences
  • Incorporating a larger social cause and tailoring services to a customer’s lifestyle
  • Taking inspiration from innovators and emphasising the need for the financial industry to become more financially inclusive

Speakers

Thomas Girling
Head of Regulated Advice, Skipton Building Society
Natalie Fuller
Head of Customer Experience and Communication, Cashplus Bank
Shimona Pinto
Senior Corporate Solutions, Moxo
Bhavik Sanghvi
Product Director, Monese

11:45 AM

Future forecast: The ever-growing importance of customer experience in wealth management

  • How important is Customer Experience?
  • What improvements do wealth firms and clients expect from digital transformation?
  • Current challenges
  • What can wealth managers achieve? A case study

Speakers

Tariq Khan
Client Development Director , Objectway

12:15 PM

Banking and blockchain: How far can virtual go?

  • Exploring the synergy between banking transactions and interaction transactions
  • Highlighting effective educational techniques within CXFS for blockchain and innovation
  • Navigating the importance of finding the right balance of automation
  • Do we need to prepare for a completely virtual world in light of generational needs and emerging technology?

Speakers

Victor Chatenay
Digital Consultant, RBS International
Stephen Kennedy
Director of Solutions eGain

12:45 PM

Lunch break

1:45 PM

Differentiation in 4 steps

  • With the world becoming increasingly digitalized and the financial industry adapting to customer needs and implementing cutting-edge technology, how can value be added as an individual organisation?
  • How different are we if take away logos and branding?
  • This interactive session will present five innovative and exciting ways for organisations across the finance sector to differentiate themselves and add maximum value for customers

Speakers

Louise Somers
Head of Global Comminications, Architas
Ben Symth
Founder, Arma Karma

2:15 PM

Driving successful financial outcomes for customers

  • Learn how Coutts, Fidelity, Nationwide used their Voice of Customer program to deliver better financial outcomes for their customers.
  • Through real-life examples, experts from Medallia will share how leading Financial Services deliver customer-centric programs, better understand customers, solve problems, influence decisions, and create financial value.

Speakers

Victoria Hamilton
Solution Principal, Medallia

2:45 PM

Diversity, equality, & inclusion: Recognising the significance of inclusion in the customer journey

  • Enhancing the financial sector through inclusion both in the customer journey and in talent acquisitions
  • Exploring how banks can support customers further and enable better social mobility
  • Putting customers at the heart of your business, leading by example and making the correct social decision

Speakers

Sharon Rai
Diversity & Inclusion Partner, NatWest

3:15 PM

Using behavioral insights for a competitive edge in digital banking

  • See why digital native banks have an edge in acquiring and retaining customers
  • Get best practices to supercharge your user experience decision making
  • Understand customer friction and opportunities for better digital journeys
  • Improve operational efficiency and customer engagement

Speakers

Ryan Keeney
Global Usability & Optimisation Manager , Glassbox

3:45 PM

Networking break

Speakers

Thomas Girling
Head of Regulated Advice, Skipton Building Society

4:15 PM

Optimising the customer experience in unpredictable times

  • Delivering seamless and personalised tailored customer journeys
  • Exploring the impacts of the pandemic: What has the finance industry learnt?
  • Using data-driven decision making to turn customer insights into action
  • Navigating customer-centricity in more complex financial products such as mortgages: what does the future hold?
  • Learning from others; how can we boost the customer journey by looking outside the industry

Speakers

Thomas Girling
Head of Regulated Advice, Skipton Building Society

4:45 PM

How financial services can enhance the customer experience with a “Single Source of Truth” to work Smarter, not harder

  • Hear how you can efficiently and securely find, share, and collaborate on critical business information with internal and external stakeholders
  • Discover how the powerful, M-Files’ metadata-driven document management platform provides embedded search, access, and collaboration capabilities, enabling an easy-to-use and secure “single source of the truth” portal for employees, clients, and contractors.
  • Learn how you can operate more efficiently and improve stakeholder satisfaction with built-in security and compliance.
  • This is an interactive session with prizes to be won

Speakers

David Craggs
Major Accounts Executive, M-Files

5:15 PM

Shedding light on operational agility: Utilising transaction cycles to deliver client journeys

  • Understanding operational agility, its importance to enable process improvement for your organisation and hence client journeys
  • Why transaction cycles matter, adapting a data-driven approach to digital transformation to improve your operational backbone
  • How smartsourcing and building external strategic partnerships can enable firms to transform and improve client experience
  • Concentration risk and how to manage it effectively when building high performance teams to deliver key business outcomes
  • Utilising scenario planning and stress testing to inform business resilience strategies and protect overall client experience

Speakers

Wasim Mushtaq
Former Transformation Lead, Standard Chartered Bank

5:45 PM

Looking to the global banking network for innovation, blockchain and digital banking

  • Exploring what banks are doing globally and what can we learn from this
  • Navigating cryptocurrency and blockchain in everyday banking and looking at how this technology may impact the world of finance
  • Presenting global case studies and looking at the key themes
  • What does the future of blockchain and cryptocurrency look like?

Speakers

Anuj Agarwal
Data and Analytics Lead, Natwest

6:15 PM

Chairs closing remarks

6:30 PM

Drinks Reception

7:30 PM

Private Dinner – Sponsored by Nuance

8 AM

Registration and Breakfast Briefing

8:45 AM

Chair’s opening remarks

Speakers

Geraldine Maringo
Chief Digital Product Owner, Nationwide Building Society

9 AM

Keynote Address: Envisioning a seamless client journey in 2022 and beyond

  • Creating concrete value for your company and consumers through next-level customer service and reinventing innovation
  • What do modern banking customers expect, and how will this change in the future?
  • Becoming more open and collaborative as an organisation and creating digital platforms that are relationship-based
  • Moving forward: Designing platforms that meet customer and regulatory requirements

Speakers

Geraldine Maringo
Chief Digital Product Owner, Nationwide Building Society

9:30 AM

“It’s not you, it’s me:” Fixing the financial services CX by transforming your CX team

  • Starting out correctly: providing the necessary foundation for every CX project
  • Increasing your funding: guaranteeing funding for CX projects, AND a positive end result
  • Building an army: using technology to drive a companywide CX-first culture change
  • Beyond understanding: the critical next step for CX teams

Speakers

Shimona Pinto
Senior Corporate Solutions, Moxo

10 AM

Panel Discussion: It’s time for action: Showcasing innovative ESG strategies in finance

  • Providing effective automated climate change incentives through a simple customer journey
  • Using behavioural science to provide positive reinforcement to customers, such as the FOG behavioural theory and the nudge theory
  • Displaying apps and innovations that show customers the impact of their transactions and purchases on their carbon footprint
  • Transitioning to net-zero and investigating the roles that the industry can play in combating climate change
  • Ensuring that ESG strategies are in place to meet consumer and communities expectations; can we incorporate this in financial education?

Speakers

Ben Mitchell
Director of Savings, Tandem Bank
Oli Cook
CEO & Co-Founder, ekko
Tracey Iles
Head of Compliance & MLRO, Allica Bank

10:30 AM

Does your current Customer Experience ensure shared documents are validated in real-time?

  • We all know the importance of getting the correct document from a customer to complete many processes. From proof of ID’s, proof of residence and earnings, through to them completed both online and offline application forms. If something is wrong with the shared documents this holds up the process, and more importantly create delays and additional costs to you.
  • In this 15-minute session we will explore how leading companies are providing a “digital gatekeeper” where documents uploaded are automatically validated in real-time. If a document is incorrect, or a form has not been completed or signed, the customer is informed immediately. This improves the CX as customer’s know they have given you the correct information from outset, whilst you benefit by completing the transaction without additional downstream costs

Speakers

Owen Kilbane
Senior Sales Account Executive UK & Ireland, Kofax

10:45 AM

Networking break

11:15 AM

Merging digital innovation and experience: Are Fintech’s and banks competitors or collaborators?

  • Getting up to speed on the current and upcoming evolution of Fintech’s disrupting the market in 2022
  • Exploring the modern ecosystems; What can traditional banks learn from Fintech’s?
  • Unleashing the benefits of collaboration for both Fintech’s and traditional financial institutions and showcasing why collaboration can be critical
  • Considering the long-term consequences of failing to embrace new customer experience innovation strategies

Speakers

Paul Trotter
Deputy Chief Technology Officer, Atom bank

11:45 AM

The science behind customer experience

  • Experience design isn’t a guessing game, there is a science to it
  • Learn how a combination of neuroscience and behavioural economics with experience design, can help organisations understand and positively influence customer behaviour
  • We’ll bring this thinking to life with real life examples from in and outside your industry, driving both customer experience and business impact

Speakers

Charlie Attenborough
Chief Marketing and Commercial Officer, The BIO Agency

12:15 PM

Making a difference in finance: The intentionality of sustainable banking

  • What is the industry doing to help change lives and become more sustainable
  • Exploring methods of measuring value in sustainable banking
  • Taking a customer-centric approach and putting the customer at the center of business decisions
  • How can the banking industry genuinely make a difference to customers?

Speakers

Tom Harding
Head of ESG & Sustainability, Aldermore

12:45 PM

Lunch break

1:45 PM

Panel Discussion: Happy workplace, happier customers: Achieving organisational resilience

  • How do you break free from old habits and systems?
  • What are some creative business models to consider?
  • What steps must you take to foster a culture of long-term innovation?
  • Promoting well-being and assisting efforts to keep employees engaged and upbeat in both the real and virtual worlds
  • Overcoming cultural obstacles while delivering transformational change and showcasing examples of a 4-day working week

Speakers

Vikki Williams
Former Customer Experience Officer, Starling Bank
Paul Trotter
Deputy Chief Technology Officer, Atom bank
Maurizio Garro, FRM, PRMIA SME
Model risk Manager , Lloyds Banking Group
Jonathan Roomer
Co-Founder and Chief Customer Success Officer, YuLife

2:15 PM

Revenue Operations: An effective framework for delivering CX

  • How to focus on maximising scalable and sustainable business growth​ through the Revenue Operations model
  • The challenges to growth and why transformation is imperative to business success
  • Have you weighed up the costs of investment vs inaction?
  • How to deliver CX that brings your customers back for more

Speakers

Ben Revill
Financial Service Business Manager, Xpedition

2:45 PM

Consumer experience through the eyes of a merchant

  • Building and leading high-performing teams to improve consumer experience
  • Gaining a better knowledge of what customers want and boosting the relevance of brands to customers
  • Maintaining meaningful client interaction and expanding sales opportunities are key touchpoints

Speakers

Sheetal Joshi
Leader Customer Success, Europe & Australia, PayPal

3:15 PM

Networking break

Speakers

Hannah Broom
Vice President, EMEA Marketing Campaign Manager , J.P. Morgan

3:45 PM

B2B customers now expect B2C customer experiences

  • Moving beyond traditional B2B models; how has digitisation altered business transactions?
  • Using digital innovation and technology to maintain brand loyalty and build client relationships
  • Creating visuals to capture the client’s imagination and increase strategy focus

Speakers

Hannah Broom
Vice President, EMEA Marketing Campaign Manager , J.P. Morgan

4:15 PM

The currency of change: Delivering CX improvements in a complex, ever-changing change environment

  • Attempts to deliver great customer experience improvements across multiple, silo’d, agile delivery teams, can be fraught with misadventure, politics, stranded costs and burnt-out teams. This spotlight session will share some insights from designing and delivering CX improvements that have driven up NPS and conversions and driven out costs.

Speakers

Mike Laurie
Head of Design, Onboarding , Lloyds Banking Group

4:45 PM

Chairs Closing Remarks

Speakers

David Craggs
Major Accounts Executive, M-Files

Speakers

Select a speaker to learn more

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Seb Chakraborty
Chief Digital and Technology Officer, Domestic & General

Seb is an all round business technology professional who enjoys the Product Development process and building solutions. He has operated across many industries and worked in start-ups, scale-ups and large multinational corporations.

Seb has long history in IT with an initial development background in Computing and Artificial Intelligence and has grown through the various IT disciplines to be in his current role.

Seb is passionate about new ideas in technology, innovation, as well as driving change and making an impact.

He holds a Masters qualification in Knowledge Based Systems, FBCS CITP, a certified PRINCE 2 Practitioner and full member of APM and a TOGAF 8 Practitioner.

Session Details:

Keynote Address Joint Presentation: Looking at the world of finance through the eyes of the consumer: Adapting to evolving needs and expectations

2022-09-06, 9:00 AM

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Geraldine Maringo
Chief Digital Product Owner, Nationwide Building Society

A customer centric transformation professional with a proven track record of thought leadership and delivering results by creating new and improved experiences within heavily regulated environments.

This enterprise agile Product Owner holds demonstrated history of delivering customer first digital solutions within the financial services sector. Skilled in Digital Transformation (Mobile app, SaaS, Identity platforms/solutions, AI, API’s, CRM, chat), SaFe/Agile methodologies, Service Design, Digital Strategy, live service run and optimisation, Customer Acquisition and Marketing. Customer Relationship Management (CRM), and Pricing strategy.

Session Details:

Chair’s opening remarks

2022-09-07, 8:45 AM

Session Details:

Keynote Address: Envisioning a seamless client journey in 2022 and beyond

2022-09-07, 9:00 AM

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Sharon Rai
Diversity & Inclusion Partner, NatWest

Sharon has  a background in economic development, and consistently operating at the most senior levels within organisations, to manage and support large investment projects, enabling job creation and influencing stakeholders to achieve overall vision and success. Having worked with Investment Promotion Agencies around the world, and hundreds of high growth firms, has in-depth understanding and experience of supporting businesses to grow. From start up to scale up, leading highly strategic decision making to achieve business goals and vision.

Session Details:

Diversity, equality, & inclusion: Recognising the significance of inclusion in the customer journey

2022-09-06, 2:45 PM

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Rahul Mundke
VP Technology, Bank of America Merrill Lynch

Multi-faceted 20+ years experienced engineering leader, well versed in all aspects of personnel, project and software management. Result-driven, high-energy professional with a talent for leading by example and inspiring optimal performance from team members. Innovative and strategic in building teams focused on completing projects. Building, nurturing, and retaining performant staff and creating a positive work environment and growth mindset. Possesses a proven track record of successfully uniting people with various backgrounds and objectives to achieve common goals maintaining “Diversity Equity and Inclusion”

Session Details:

AI and automation in action: Successfully integrating cutting-edge technology into banking

2022-09-06, 10:00 AM

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Vikki Williams
Former Customer Experience Officer, Starling Bank

A highly experienced, dynamic and impactful senior leader, with extensive delivery experience across diverse teams, steering complex transformational business, cultural and organisational change, while working collaboratively in challenging environments. Customer and colleague focussed. Continuous improvement, end to end lens. Proven ability to turn strategy into action, to release value, achieve efficiencies and increase the flow of work.

Session Details:

Panel Discussion: Happy workplace, happier customers: Achieving organisational resilience

2022-09-07, 1:45 PM

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Paul Trotter
Deputy Chief Technology Officer, Atom bank

As Atom Bank Deputy CTO, Paul is responsible for IT Delivery across several technology teams including Architecture, Engineering, Test and Service Transition. With over 20 years’ experience managing transformational change in the FS industry, Paul has found a niche passion with challenger banks and making change happen.

Session Details:

Panel Discussion: Happy workplace, happier customers: Achieving organisational resilience

2022-09-07, 1:45 PM

Session Details:

Merging digital innovation and experience: Are Fintech’s and banks competitors or collaborators?

2022-09-07, 11:15 AM

View In Agenda
Next speaker
Back
Tom Harding
Head of ESG & Sustainability, Aldermore

Session Details:

Making a difference in finance: The intentionality of sustainable banking

2022-09-07, 12:15 PM

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Ben Mitchell
Director of Savings, Tandem Bank

Experienced senior product leader with a demonstrated track record at "Head of" level, across a range of financial services. Strengths include articulate, commercially astute, and highly analytical of customer and market trends.

Session Details:

Panel Discussion: It’s time for action: Showcasing innovative ESG strategies in finance

2022-09-07, 10:00 AM

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Thomas Girling
Head of Regulated Advice, Skipton Building Society

Tom is a experienced Financial Services Sector Senior Leader and Product Development Specialist with over 17 years of experience within financial services.

During Toms time in the industry, he has been successful in spearheading product development and management strategies within fast-paced ecosystems, ensuring compliance with industry-wide best practices and regulations, providing leadership to large cross-functional teams and departments, empowering organisations to uplift revenues through enriched customer experience and service offerings. Currently Tom is working as the Head of Regulated Advice by Skipton Building Society, the UK's 4th largest building society with over 1 million members and 88 branches.

Session Details:

Optimising the customer experience in unpredictable times

2022-09-06, 4:15 PM

Session Details:

Networking break

2022-09-06, 3:45 PM

Session Details:

Panel Discussion Promoting the long-term financial well-being and inclusion for customers in financial services

2022-09-06, 11:15 AM

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Next speaker
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Natalie Fuller
Head of Customer Experience and Communication, Cashplus Bank

Natalie is head of customer experience and communication at Cashplus and a digital, culture, brand and customer experience strategist with over 10 years experience working both agency and client side.

Session Details:

Panel Discussion Promoting the long-term financial well-being and inclusion for customers in financial services

2022-09-06, 11:15 AM

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Victor Chatenay
Digital Consultant, RBS International

Session Details:

Banking and blockchain: How far can virtual go?

2022-09-06, 12:15 PM

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Stephen Walker
Lead Analyst, Thematic & Fintech Research, GlobalData

Digital banking analyst. Ten years' experience within top tier analyst firms/retail banks; covering the market from both a customer strategy and tech enablement perspective.

Session Details:

Chair’s opening remarks

2022-09-06, 8:45 AM

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Wasim Mushtaq
Former Transformation Lead, Standard Chartered Bank

Wasim’s career in financial services has focused on leading operational teams and delivering strategic change across banking sectors. Partnering with global banks to execute large-scale transformation, and advising innovative startups to launch new products and services.

 

He spent his formative years in business banking at Abbey National Bank; followed by global banking and markets at RBS where I managed teams delivering all UK Libor lending for commercial and corporate banking.

Moving onto Barclays Wealth Management as VP Head of Credit Operations, and onto the Operations Lead role to launch Smart Investor. Before consulting in the CIO office to deliver group programmes covering system decommissioning, platform implementations, banking entity closures, launching new products, and structural reform for the Private Bank.

 

Transitioning into fintech as Director of Operations and Projects at AskIf, launching CBILS with the British Business Bank as part of the initial wave of UK lenders. Developing SME green finance innovations, managing operational third-party vendors, brokers and external client lending portfolios utilising managed services.

 

Most recently as the Transformation Lead in Financial Markets at Standard Chartered Bank delivering global change initiatives impacting all 45 regulatory markets. Leading the plan, design and transition of a material outsourcing programme under NDA within a full RFP lifecycle. Delivering business outcomes in people, operations, technology, communications, finance, risk & transition workstreams.

 

Wasim received his Master’s in Economics from the University of Glasgow and more recently completed executive certificates at Saïd Business School, University of Oxford, and MIT Sloan School of Management. His focus areas are business strategy, digital transformation, client journeys, process reengineering, lending, regulatory adherence, corporate innovation, platforms, open finance, and outsourcing solutions.

Session Details:

Shedding light on operational agility: Utilising transaction cycles to deliver client journeys

2022-09-06, 5:15 PM

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Louise Somers
Head of Global Comminications, Architas

Experienced head of global communications with a history of success in the financial services industry across traditional asset management, start-ups and private markets. Skilled in strategic communications, identifying opportunities and delivering solutions for company, clients and colleagues.

Session Details:

Differentiation in 4 steps

2022-09-06, 1:45 PM

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Oli Cook
CEO & Co-Founder, ekko

Co-founder of ekko, a positive and transformative app, debit card and ecosystem. Ekko’s mission is to reframe people’s relationship with climate change and empower them with ways to make an impact that they can see, and feel good about. We want to be the first step in someone’s journey to a more sustainable lifestyle.

Session Details:

Panel Discussion: It’s time for action: Showcasing innovative ESG strategies in finance

2022-09-07, 10:00 AM

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Ben Symth
Founder, Arma Karma

Session Details:

Differentiation in 4 steps

2022-09-06, 1:45 PM

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Anuj Agarwal
Data and Analytics Lead, Natwest

Session Details:

Looking to the global banking network for innovation, blockchain and digital banking

2022-09-06, 5:45 PM

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Maurizio Garro, FRM, PRMIA SME
Model risk Manager , Lloyds Banking Group

Maurizio Garro works as a Model risk manager at Lloyds Banking Group, where he works as subject matter expert for implementing model risk management policy, governance and framework and lead  the team to implement the activities defined in model risk management framework. He also provides guidance in the identification of models, documentation of model design, assumptions/limitations, administration, output and uses, governance, change management, and input processing.

He has a long-standing experience as an internal auditor, consultant and banker in model risk management and previously worked in the Development and Validation teams of top-tier financial institutions in Europe, U.S., and the U.K. for over 18 years.

Maurizio is a frequent speaker on various topics in risk management, a member of the Institute of Internal Auditor and the Director of the Global Association of Risk Professional (GARP) London Chapter.

He has been supporting as mentor start-ups involved in the development of AI/Machine learning products.

Maurizio Garro received his Master Degree in Economics from the Bocconi University of Milano and a certificate in Financial Risk Management (FRM) from GARP.

Session Details:

Panel Discussion: Happy workplace, happier customers: Achieving organisational resilience

2022-09-07, 1:45 PM

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John White
Customer Experience Director , Domestic & General

John has 16 years’ experience in Customer Experience roles across various industries (FS, Auto, Hospitality, and B2B). An experienced CX professional, John has worked within Consulting practices (Accenture Strategy and Kantar) as well as in industry (ex-Deliveroo, and now at Domestic & General as their Customer Experience Director).

Session Details:

Keynote Address Joint Presentation: Looking at the world of finance through the eyes of the consumer: Adapting to evolving needs and expectations

2022-09-06, 9:00 AM

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Charlie Attenborough
Chief Marketing and Commercial Officer, The BIO Agency

Session Details:

The science behind customer experience

2022-09-07, 11:45 AM

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Jonathan Roomer
Co-Founder and Chief Customer Success Officer, YuLife

Jonathan is the proud co-founder of YuLife - we have completely reimagined life insurance with a mission to inspire people to live their best lives every day!

Jonathan started my career with an entrepreneurial adventure and then went into banking, became an Actuary, and eventually decided to head back to startup life. Prior to YuLife, he was the Early-Stage Lead for KPMG’s Tech Growth team, where he consulted over 200 startups.

Jonathan is also a Guest Lecturer at Imperial College Business School and a frequent speaker at tech and startup events and conferences.

Session Details:

Panel Discussion: Happy workplace, happier customers: Achieving organisational resilience

2022-09-07, 1:45 PM

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Sebastian Reeve
Director of Intelligent Engagement, Nuance @ Microsoft

Seb Reeve is a customer experience industry leader who is always seeking to provide thought-leadership, lateral-thinking and decision-support for Fortune 1000 Enterprises who are both his customers and partners. Reeves has more than fifteen years of experience in deploying technologies to improve the user experience. He is currently one of the top managers in charge of the design, strategy and value proposition of Nuance’s Intelligent Engagement business which promotes the best practices in AI and Machine Learning to the world of Customer Experience.

Session Details:

Behind the innovation: The underlying goals driving CX leaders

2022-09-06, 10:30 AM

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Tariq Khan
Client Development Director , Objectway

Tariq Khan is Client Development Director at Objectway - global player offering end-to-end digital-ready solutions for Wealth, Bank & Asset Managers. Tariq has been working with UK wealth managers for over 10 years, with a focus on digital transformation, advising firms on how they can make the most of digital solutions in order to improve their client experience, operational efficiency, and become future ready.

Session Details:

Future forecast: The ever-growing importance of customer experience in wealth management

2022-09-06, 11:45 AM

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Owen Kilbane
Senior Sales Account Executive UK & Ireland, Kofax

Owen joined Kofax in 2015 and is responsible for helping companies wishing to leverage Intelligent Process Automation, to positively impact key business processes – customer-facing and back-office.   With over 25 years of sales experience, most recently at Opentext and EMC Documentum where he managed a number of initiative customer experience solutions that streamlined the customer engagement.  Owen has extensive knowledge on how Information Management adds value within the financial services industry, and has presented at many events throughout Europe.

Session Details:

Does your current Customer Experience ensure shared documents are validated in real-time?

2022-09-07, 10:30 AM

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Ben Revill
Financial Service Business Manager, Xpedition

With a deep understanding of technology transformation across CRM, ERP and Practice Management systems drawing on more than 20 years of experience with blue chip clients. Ben works with the UK's leading financial and professional services firms as a Microsoft Accredited expert in Business Transformation.

Session Details:

Revenue Operations: An effective framework for delivering CX

2022-09-07, 2:15 PM

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David Craggs
Major Accounts Executive, M-Files

David has worked in the Digital IT Sector helping businesses adopt and improve their business practices and processes for over 20 years. Over this time David has help deploy enterprise-wide solutions to the some of the world's leading global brands which have resulted in significant, tangible cost savings, better user experiences and business processes. David believes that technology should operate as the vehicle to enable us to focus on what is important so we can put our time and energy executing against our core values and business strategy.

Session Details:

How financial services can enhance the customer experience with a “Single Source of Truth” to work Smarter, not harder

2022-09-06, 4:45 PM

Session Details:

Chairs Closing Remarks

2022-09-07, 4:45 PM

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Tracey Iles
Head of Compliance & MLRO, Allica Bank

Session Details:

Panel Discussion: It’s time for action: Showcasing innovative ESG strategies in finance

2022-09-07, 10:00 AM

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Hannah Broom
Vice President, EMEA Marketing Campaign Manager , J.P. Morgan

Hannah currently leads J.P. Morgan Payments’ Marketing Campaign Strategy for the EMEA region. Equal parts strategist and creative, much of her time is spent thinking about the future of Payments, from the perspective of end users, merchants, and processors, and conveying that in a digestible format for all audiences, regardless of their Payments acumen.

Passionate about Gender equity, Hannah Co-Chaired the Gender Network at Barclays, where she founded the Barclays Career Kickstarter, an initiative designed to dispel the misconception of an ‘ideal candidate’ in early careers. The scheme provides resources and advice to students, largely targeting those not yet considering a career in Financial Services, aiming to increase black, female and non-STEM graduate representation. At J.P. Morgan Payments, Hannah has remained passionate about early careers, currently leading the London Payments Apprenticeship programme.

Dubbed One to Watch by Brummell Magazine, Hannah is part of a new generation of Payments professionals driving the next phase of change in our industry.

Session Details:

B2B customers now expect B2C customer experiences

2022-09-07, 3:45 PM

Session Details:

Networking break

2022-09-07, 3:15 PM

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Mike Laurie
Head of Design, Onboarding , Lloyds Banking Group

Mike is a Head of Design at Lloyds Bank, where he leads teams of design practitioners, writers, researchers, data scientists, service designers, UI and UX designers to drive improvements to the customer experience.

Session Details:

The currency of change: Delivering CX improvements in a complex, ever-changing change environment

2022-09-07, 4:15 PM

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Nick Emanuel
Solutions Architect, Quadient CXM
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Victoria Hamilton
Solution Principal, Medallia

Session Details:

Driving successful financial outcomes for customers

2022-09-06, 2:15 PM

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Ryan Keeney
Global Usability & Optimisation Manager , Glassbox

Session Details:

Using behavioral insights for a competitive edge in digital banking

2022-09-06, 3:15 PM

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Shimona Pinto
Senior Corporate Solutions, Moxo

Shimona comes from a legal background and works with Moxo's EMEA clients to modernize their client interaction workflows. She specialises in helping clients control the chaos of client management by orchestrating end-to-end client collaboration with the power of their one-stop client portal.

Session Details:

Panel Discussion Promoting the long-term financial well-being and inclusion for customers in financial services

2022-09-06, 11:15 AM

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Modernizing client lifecycle management in financial services

2022-09-06, 9:30 AM

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“It’s not you, it’s me:” Fixing the financial services CX by transforming your CX team

2022-09-07, 9:30 AM

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Bhavik Sanghvi
Product Director, Monese

A product evangelist with 15 years of experience in the financial services industry. He has previously worked with companies like Visa, 10x Banking and Metro Bank. Currently, the Product Director at Monese, leading product propositions across Credit, Savings and Investments.

Session Details:

Panel Discussion Promoting the long-term financial well-being and inclusion for customers in financial services

2022-09-06, 11:15 AM

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Stephen Kennedy
Director of Solutions eGain

Stephen Kennedy heads the EMEA solutions team for eGain.  Working with eGain’s customers and prospects, he helps clients understand the benefits that can be obtained with a successful eGain implementation. Stephen started his career with Sterling Software where he managed the Northern European support centre. Using effective knowledge during his tenure at Sterling software, he moved into a Pre-Sales role, working with prospects and customers to achieve some of the results he attained. For the last 20+ years, Stephen has been involved in many aspects of the implementation of successful Customer Service environments and ensuring that customers attain the expected benefits.

Session Details:

Banking and blockchain: How far can virtual go?

2022-09-06, 12:15 PM

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Sheetal Joshi
Leader Customer Success, Europe & Australia, PayPal

Session Details:

Consumer experience through the eyes of a merchant

2022-09-07, 2:45 PM

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