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02 September 2010
general business sector

Competitive Customer Experience for Retail Financial Services
Differentiation Through Superior Customer Experience, Securing Long Term Growth & Competitive Edge

Event Date: 10-11 Apr 2008
Location: The Westin Colonnade -Miami, FL, US

key conference speakers

Pamela A. Clifford
EVP Wholesale Customer Strategies and Marketing, Wells Fargo
Randall King
SVP Deposits- Student Lending Risk & Contact Center Operations, Bank of America
Linda Garner
SVP Branch Enhancement and Simplification Team, US Bancorp
David Stone
SVP Online Customer Experience & Support, Wachovia
John Doig
SVP Marketing Domestic Personal Banking, Scotia Bank

key conference topics

  • Customer Experience vs. Customer Service-Understanding Ways to Gain and Use Knowledge on Both Fronts
  • Reclaiming Your Customer- Moving Away from the Transaction Based Days of Banking and Focusing on Consumer Needs
  • Grasping a Consumer Focus and Indentifying Key Internal Changes
  • Expanding Beyond the Branch Experience- Developing a Strong Call Center to Provide a Seamless Flow
  • key conference features

  • Develop relationships to increase loyalty and enhance wallet share
  • Discover the importance of streamlining as incentives to your organization's experience
  • Identify tools available to aid in enhancing your efforts
  • Reap the benefits of effective and engaging customer experience
  • conference focus

    conference sponsors


    Gold Sponsor-ClickFox


    Silver Sponsor - ResponseTek

    who should attend the conference

    SVP, VP, EVP, CMO, Directors, Heads with responsibility and interest for:

    Customer Experience
    Customer Satisfaction
    Customer Service & Quality
    Customer Insights
    Customer Knowledge & Intelligence
    Market Research
    Customer Service & Communications
    Customer Value Management and Customer Focus

    the conference organisers

    marcus evans specialises in the research and development of strategic events for senior business executives. From our international network of 63 offices, marcus evans produces over 1000 event days a year on strategic issues in corporate finance, telecommunications, technology, health, transportation, capital markets, human resources and business improvement.

    Above all, marcus evans provides clients with business information and knowledge which enables them to sustain a valuable competitive advantage and makes a positive contribution to their success.



    conference speakers

    Pamela A. Clifford
    EVP Wholesale Customer Strategies and Marketing
    Wells Fargo

    Randall King
    SVP Deposits- Student Lending Risk & Contact Center Operations
    Bank of America

    Linda Garner
    SVP Branch Enhancement and Simplification Team
    US Bancorp

    Norm Williams
    VP Brand and Customer Experience
    BMO Financial Group

    David Stone
    SVP Online Customer Experience & Support
    Wachovia

    Connie Stanley
    VP SunTrust Online
    SunTrust Banks Inc.

    Anne Herbster
    Brand Services Director
    AARP

    Gary Lanier
    SVP Sales and Member Service
    Eastern Financial Florida Credit Union

    John Doig
    SVP Marketing Domestic Personal Banking
    Scotia Bank

    Om Kundu
    VP Global Consumer Group
    Citigroup

    Carl Snyder
    President-Zions Internet Bank
    Zions Bank

    Ivy H. Bennett
    SVP Marketing
    Harris Bank

    David Cliche
    VP Global Interactive Marketing
    Aon Reed Stenhouse

    Marco G. Pacelli
    Chief Executive Officer
    ClickFox

    Syed Hasan
    CEO
    ResponseTek Networks

    general enquiries

    Marisse N. Downie - Business Strategy

    CGI Tower, 3rd Floor
    Warrens, St. Michael
    Barbados, W.I

    Telephone:
    1-246-417-5391
    Fax: 1-888-844-4901
    Email: generalmgt@marcusevansbb.com


    sponsorship opportunities

    marcus evans Business Strategy

    CGI Tower, 3rd Floor
    Warrens, St. Michael
    Barbados, West Indies

    Telephone: 888-844-4901
    Fax: 246-417-5391
    Email: generalmgt@marcusevansbb.com

    conference quote

    ""Master a Customer Experience Which Promotes Loyalty and Reinforces Your Competitive Advantage""

    Identify the Varying Needs of the Customers, Managing the Entire Experience and Driving Increased Loyalty