CCX Forum: Channels & Customer Experience
Overview
Shifting the customer to a new banking experience
Banks face new pressures and opportunities as the financial industry continues to transform, but their focus on the customer experience remains constant. Rapidly growing technologies such as artificial intelligence (AI), bots, machine learning (ML), big data, the internet of things (IoT) and blockchain hold great potential in enabling the delivery of a seamless, personalised experience through the different channels. In this rapidly evolving environment, banks need to find new ways to innovate, to position towards fintech, to collaborate and distribute financial products and services.
Hundreds of the world’s top financial services executives attend Efma’s leading global conferences to explore the issues at the heart of the industry. Now, Efma’s flagship Distribution Summit is being updated to address the hottest topics in today’s digitally-enabled industry.
Delegates will be able to network with industry peers as they take part in a range of activities from in-depth sessions and themed lunches to co-creation workshops. A fintech village will enable them to explore the latest innovations and opportunities. Roundtable discussions, streams and plenary sessions will provide expert insights on the issues affecting the industry today.
Key questions will be addressed, including:
• How can financial organisations deliver an efficient, seamless and intuitive experience for today’s customers?
• What impact are technologies such as AI, bots, ML, big data, IoT and blockchain having on financial services distribution?
• What will distribution channels look like?
Discussions will include the following hot topics:
• The customer journey: turning your bank into a customer-oriented organisation
• New technologies: AI, ML, chatbots, blockchain, IoT and more
• Operating models: the cost of channels and cost/income improvement in distribution
• Multi-channel: old fashioned already?
• Mobile: its role in traditional banks?
• Big data and cross-sell strategies
• The branch network: what kind of revamping?
Reserve your place now to make sure you don’t miss out.
Stay tuned for the FULL program coming soon!
Speakers
Agenda
Get a complete overview of all sessions, speakers, and timings across the event. Visit the full program page to plan your schedule in advance and make sure you don't miss the moments that matter most to you.
Sponsors & partners
Forrester
Forrester offers the most far-reaching solutions to anticipate dynamic customers; design strategies that are customer-led, insights-driven, and fast; and connect your operations to deliver superior experiences across touchpoints. These power a customer-obsessed operating model to help you win in the age of the customer.
Cbot
Cbot.ai, a San Francisco based conversational chatbots company that specializes in AI-based solutions, has become one of the noteworthy startups of the last year. Silicon Valley based startup focuses on developing solutions that help global brands operating in financial services, health, e-commerce and customer services sectors to enhance customer experience via AI-based chatbots. The Cbot.ai’s product has the capability to provide real time answers to customer questions with a high accuracy rate, thanks to its technology based on 4 pillars: machine learning, natural language processing, interface connector and intent engine. Isbank, the largest private bank of Turkey, partnered with Cbot.ai in the creation of its text-enabled, Al-powered chatbot “Ask Isbank”, launched last year in Turkey, as the first AI-based chatbot in the sector. Cbot.ai, Amazon’s partner developing its AI-based skincare bot, has proven its candidacy to be one of the best chatbot companies globally. This year, Cbot.ai will develop a chatbot to help ING Turkey’s customers for money transfer and personal finance management. In 2018, the startup aims to push the limits of AI in terms of content interpretation by its product. Cbot.ai has created its own technology in 2017 and gained a position partnering with blue chip technology platforms in the global market. The startup serves corporate sector leaders also in Turkey and announces that its focus will be on the special projects, designing AI-based solutions for global and Turkish companies.
PayKey
PayKey enables banks, telcos, and mobile wallets to offer customers instant access to financial services, including P2P payments, balance check and top-ups - from within ANY mobile app, including all messaging apps. Our patented Social Payments Solution™ is based on a state-of-the-art smartphone keyboard that includes a branded banking/telco button. This button opens a menu of services, fully customized to the offerings of the service provider, creating a frictionless experience, driving engagement and keeping services always in front of customers. PayKey is already serving over a dozen banks all over the world, including global brands ING, Standard Chartered and HSBC.
NGDATA
NGDATA helps brands in data-driven industries, such as financial services, telecom, utilities and hospitality, to drive connected customer experiences. Our AI-powered CDP and Digital Transformation Services put people at the center of every business via Customer DNA, which continuously learns from behavior to deliver compelling experiences for brands across the globe. NGDATA is headquartered in Gent, Belgium and has offices in the United States, Europe and Asia-Pacific.
Capgemini
We partner with companies to transform and manage their business by unlocking the value of technology.
Backbase
Backbase is a software company. We design products that improve the lives of real people. We have created the world’s leading lean customer experience platform. It has been designed to help you organize, create, and manage deeply relevant customer experiences across all channels, on any device to delight your customers, and deliver measurable business results. We believe that customer experience management is essential for today’s organizations to stand out from the crowd, stay relevant to their customers, and grow their business. Our mission is to help organizations transition smoothly into truly customer-centric businesses by adopting the outside-in approach that has worked so well for us and our customers. We believe that every enterprise will find success through customer-centric innovation.
Vidyo
Millions of users around the world visually connect every day with Vidyo’s secure, scalable technology and cloud-based services. Vidyo offers video collaboration solutions for companies that require the highest quality video interaction available. Recognized with over 110 patents, the company’s software platform and APIs are used by enterprise customers, service providers, and ecosystem partners to create innovative HD quality video-enabled applications embedded into workflows and emerging IoT devices.
D-Rating
Companies have historically been obliged to constantly changeand adapt to customers', competition's and technologicalevolution. But the digitalization of the economy makes that need much stronger. Important schifts are not just recurrent, they should be an ongoing process. Without it, organizations can quickly loose any competitive advantages against the ones that are fully embracing digitalization. One illustration of this phenomena is the declining tenure for average S&P500 INDEX firm, from 61 yearsin 1958 to 18 years now. Digital performance has become a well-knownnecessity for survival in mid-to-long term. Consequently, it should be included into financial evaluation and debt risk assessment. No transparent and independent analyses of digital performance existed though. D-Rating is filling that gap with a scientific and objective approach. In 2016, D-Rating project won adigital innovation award (Concours de l'Innovation Numérique) and earned the backing of the BPI (French public investment bank). Backed by € 1 Mln funding, the core team was created in early 2017 and first pilot customers joined the project in March.
Finastra
Leverage community expertise to redefine finance
Our communities cover diverse topics such as digital transformation, SME finance, or Embedded insurance, providing a platform to learn from industry experts and peers.