Uncertain Times call for Certain Measures:

• Join members of YOUR industry to network, exchanging war stories and ideas for next generation practices
• Find clarity in the midst of great change – come together for the only industry specific event in the financial services industry
• Reap the benefits that can only come from face-to-face networking
• Engage in high-level discussions on the complexities of the industry through the collective intellect of senior leaders top financial firms
• Game-changing events means the need for breakthrough approaches for doing business
• Chat one-on-one with two members from the C-suite – Chris Moloney, CMO, Scottrade & Karen Morris, Chief Innovation Officer, AIG

Market Research

Focus:  market research, consumer insights. Customer knowledge, customer analytics, client analytics, market research & development, competitive intelligence
Benefits: 

• Learn how to integrate customer research with detailed behavior-based data to uncover new value propositions (Scotiabank)
• How your role as a market researcher must evolve to meet the needs of the C-suite (Scottrade)
• strategies and methods that have proven effective in putting VOC to work at your organization (Maritz Research)
• Quantitative and qualitative factors that make NPS (net promoter score) successful (Charles Schwab)
• Innovative analytical approaches to mystery shopping and customer surveys (Informa Research Services)

Marketing/Branding

Focus: marketing & branding
Benefits:

• Learn how neuroscience can match customer emotions to your brand (Scottrade session)
• How to leverage customer research to generate new media coverage and brand exposure (JPMorgan Asset Management)
• How to shift your value proposition (PayPal)

Innovation/Product Development

Focus:  product development, innovation
Benefits:

• How to adopt a user-centered design approach to innovation (Wells Fargo)
• How to apply Pixar’s principles of innovation to financial services (Professor at IIT Chicago)
• Learn what questions need to be asked and answered to capitalize on innovation and turn information into new growth. (Chief Innovation Officer, AIG)
• Learn about the three drivers of 21st Century stakeholder value: Authenticity; Agility; Accountability. (Chief Innovation Officer, AIG)
• Benefits from a live ideation session amongst your peers led by Chief Innovation Officer, AIG

Customer Strategy

Focus: customer experience, member services, member benefits, client loyalty
Benefits:

• How to leverage change management to change employee engagement, which in turn, translates to a better overall customer experience. (Farm Credit Canada)
• How to use customer feedback to improve the service culture across various customer touch points (Bethpage Federal Credit Union)
• How to integrate customer experience scores into incentives and scorecards (Informa Research Services)