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“Reimagining the customer experience in financial services” session from Microsoft Envision 2017.

Hear from Jon Meyer, Chief Technology Officer, CAPTRUST Financial Advisors – Sunayna Tuteja, Director Emerging Technologies & Innovation, TD Ameritrade – Martin Resch, Head of CBG Global Markets & Transformational Lead, Bank of the West – and Greg Kelderman, Enterprise Architect, CIBC. In this session these industry thought leaders share how they are reinventing their financial institutions to meet customer, regulatory and shareholder mandates, and predict how digital transformation in banking will impact the ability of financial institutions to survive and thrive.

We explore how financial institutions can reimagine the client experience and deliver value through real-time insights and more relevant offers by engaging clients in natural, highly personal, and innovative ways helping to drive increased relevance, loyalty, and profitability.


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Read more on the Microsoft Banking & Capital Markets and Insurance blogs.