Erin McReynolds

VP, Marketing & Client Experience


All Sessions by Erin McReynolds

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Day 1: May 21, 2025

12:30 pm

PANEL DISCUSSION: PERSONALIZATION AND CUSTOMER EXPERIENCE TRANSFORMATION

TRACK A: DIGITAL INNOVATION & GROWTH

Strategic Approaches to Redefining Personalized Engagement in Financial Services

Drive deeper connections with your customers by reimagining personalization and transforming the customer experience through Generative AI-driven strategic innovation. In this session, industry leaders will discuss the frameworks and strategic imperatives necessary to elevate customer engagement in an increasingly digital and competitive landscape. Source your plan of action by:

  • Designing a personalization strategy that aligns with customer expectations and business goals.
  • Leveraging data and technology to create seamless, personalized customer journeys.
  • Building cross-functional collaboration to ensure a consistent and impactful customer experience.

Bolster your approach to personalization and CX to build loyalty, trust, and long-term customer value.

Day 2: May 22, 2025