Future Digital Finance (past event)
April 24 - 26, 2017
Amelia Island, Fl
Contact Us: 1.888.482.6012
The Future Of Financial Services
8:10 am - 8:50 am Continental Breakfast
8:50 am - 9:00 am Welcome Remarks
9:00 am - 9:45 am Keynote Workshop: Efficiently Acquire New Customers By Optimizing Forms And Landing Pages
Most online financial services companies have some sort of funnel for generating leads or selling products, but very few have built those funnels in the ideal way to fully optimize for customer conversions. Changes in landing pages and form flows efficiency can dramatically improve the profitability of your online marketing channels.
•How can you leverage analytics to continuously make conversion improvements?
•Why subtle changes in copy make users take intended action?
•How to use quick iterative testing methodology to drive big results?
9:45 am - 10:25 am Keynote Panel Discussion: Breaking Down Siloes to Achieve Omnichannel Success
When your customers walk into your branch, they expect that you already know their basic account data, their usual activity and preferences. But typically, Financial Institutions force customers to input the same data multiple times and re-identify themselves over and over again. So how do you recreate that same familiarity they feel on their mobile devices, when they are face to face with a bank teller?
• Pinpoint internal departments you need to collaborate within in order to develop a holistic picture of your customer
• Instill the importance of customer experience across the organization with trainings and CX advocates and create common objectives and organizational goals
• Bring the branch back into the fold with digital channels; make sure channels feel agnostic- can they start a form online and finish it in-store?
• Pinpoint internal departments you need to collaborate within in order to develop a holistic picture of your customer
• Instill the importance of customer experience across the organization with trainings and CX advocates and create common objectives and organizational goals
• Bring the branch back into the fold with digital channels; make sure channels feel agnostic- can they start a form online and finish it in-store?
10:25 am - 11:00 am Digital Finance Top Challenges: What Will You Take Back to the Office With You?
Using the top challenges submitted by your peers during yesterday’s morning ice breaker, these free flow discussions will be your chance to take a deep dive into the specific areas you came to discuss. You will have a chance to participate in a 45 minute discussion and tackle one challenge you face in your role head on.
11:00 am - 11:30 am Morning Refreshment & Networking Break
11:30 am - 12:15 pm Conversations That Matter: Future Digital Finance Key Takeaways
We’ll go through key takeaways in small groups around a number of topics discussed throughout the course of the event. Ensure you leave with tons of notes during this closing interactive session.