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Half Day PM Workshop 6
(13:30 - 17:00)

Customer Experience for Financial Services Institutions – Reimagine and Reinvigorate Customer Experience

Customer Experience (CX) has never been more important for financial services institutions. In this workshop we will talk about key CX trends impacting banks and Insurers and how SAP and our partners can help you reimagine your CX programs and reinvigorate the customer experience. You’ll learn how SAP's core CX capabilities, along with some of our innovative partner solutions in the SAP Industry Cloud, can help banks and insurers move beyond purely transactional relationships with customers and evolve to become that of a trusted advisor – a long-term partner in their customers’ continuous and evolving journey toward physical and financial health and well-being.

Workshop benefits include:

  • Overview of the State of CX for banks and insurers
  • High-level introduction to the SAP core CX portfolio
  • Deeper dives into some key CX and SAP partner solutions, including:
    • SAP Customer Data Cloud
    • MyWave.ai Intelligent Personalization Platform
    • SAP Commerce Financial Services Accelerator

And finally, no CX program is complete without being able to continuously measure, optimize and improve the customer’s experiences. SAP not only has the operational components to implement an innovative customer experience program, but also has the solutions to measure and optimize the CX program, through our industry leading Qualtrics Experience Management (XM) platform. You’ll find out why 91 of the top 100 Financial Institutions, and 85% of the Fortune 100, use Qualtrics to listen, understand and act to improve the experience and satisfaction of their customers. In the end, a strong CX program can help financial institutions differentiate in this always-on, always-changing competitive landscape. This helps banks and insurers turn negative customer experiences into positive ones, create customers for life, and improve the bottom line.

Financial services institutions need to differentiate from the competition with services and experiences. They need to move beyond the transactional relationship with their customers and become trusted advisors and partners in their customers' journey to physical and financial health and well-being. Don’t miss this opportunity to reimagine your CX program, stand out from the competition and understand how SAP – and its partner ecosystem – can cover the entire financial services value chain and provide industry-leading cloud solutions that will transform the customer journey.

Facilitated by

Christopher Colley, Qualtrics | Brigit Kaufmann, msg global solutions  | Greg Keenan, SAP | Geraldine McBride, MyWave.ai  Usha Sekhar, SAP


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