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Market Research for Financial Services Brochure
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Event Overview

The recent events of 2008 have been game-changing for
the financial services industry. It is imperative that you understand
your customers and take action to regain their trust and keep their business. Read more...
Your Burning Issues Addressed
Deliver WHAT YOUR CEO NEEDS vs. what they want
Discover NEW GROWTH OPPORTUNITIES by anticipating the next industry change
Get real about BRAND CHOICES
Drive CHANGE & INNOVATION through insights
Use customer feedback to create a WINNING SERVICE CULTURE
Hear new ways to maximize your RESEARCH INVESTMENT
Plus! LIVE IDEATION SESSIONS to exchange ideas with your peers
2008 Featured Speakers

What Your CEO Needs

 Advocate & Innovation A Loyalty
Business Transformation		 Customer Experience
Mission Critical
Speaker Chris X. Moloney Speaker Karen Morris Speaker Troy Stevenson Speaker Robin Beers
Chris X. Moloney
Chief Marketing Officer
SCOTTRADE, INC.

Karen A. Morris
Chief Innovation Officer
AIG

Troy Stevenson
Vice President, Client Loyalty
CHARLES SCHWAB

Robin Beers, PhD
Customer Insights Manager
WELLS FARGO

Winning Value
Propositions

Maximizing Your
Research Investment

Leveraging Voice
of the Customer

Differentiating
Your Business
Speaker Lisa Ritchie Speaker Annette Whittemore Speaker Bob Hoppenstedt Speaker Heather Duczek-Reynolds

Lisa Ritchie
Head, Custome
Knowledge& Insights
SCOTIABANK

Annette Whittemore
Vice President, Market Research & Development
JPMORGAN ASSET MANAGEMENT

Bob Hoppenstedt
Senior Vice President,
Member Services
BETHPAGE FEDERAL
 CREDIT UNION

Heather Duczek-Reynolds
PMP, Manager,
Customer Experience
FARM CREDIT CANADA



Whether you are a researcher or an end-user of research, the most urgent issues facing your industry will be discussed. Topic areas include new research methods, innovation, competitive intelligence, branding, marketing, customer experience and more. Register today and turn your greatest challenges into tomorrow’s opportunities.


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