Reinventing Financial Services Digital Forum

IBM is committed to tackle financial services’ biggest challenges. RFS equips industry leaders with the tools they need to thrive in this dynamic environment.

Reinventing Financial Services Digital Forum

IBM is committed to tackle financial services’ biggest challenges. RFS equips industry leaders with the tools they need to thrive in this dynamic environment.

Event Details 

Join us from 11am - 2pm ET on the following dates:

  • 5 November: Accelerate innovation and customer experience on cloud for next normal. 
  • 12 November: Build resilient, secure, and compliant operations through uncertain times. 
  • 19 November: Drive operational efficiencies to emerge stronger

Each day will feature an engaging mix of keynotes, fireside chats, and panel discussions.

Part 5

How much is too much? AI in Financial Services

In this session, former Comptroller of the Currency and current CEO of Promontory Financial Group Gene Ludwig will share his thoughts on where financial services firms should forge ahead with their use of artificial intelligence and where they should be extremely cautious. Specific areas of focus will include the use of AI in lending decisions, the proper role for AI in compliance, and how well regulators are doing at understanding and using advanced technology.

Part 4

Building trust through the customer experience

Customer journeys, particularly on digital platforms and channels, must be designed to nurture and reinforce the trust relationship at all times. Trust is a critical component of all customer relationships but building a relationship of trust goes beyond creating a secure environment. Listen to Dustin Cohn, Head of Brand and Marketing for Consumer and Investment at Goldman Sachs, explore this topic.

Part 3

How does a challenger bank earn customers’ trust? Digit CEO explains

"To wake up one day and assume everyone in America is going to be above average at math and above average rational is crazy," says Ethan Bloch, whose app is designed to help people achieve financial health.

Listen on:

iTunes Spotify Stitcher Google Play

Part 2

What embracing agile methods has done for U.S. Bank

Werner Loots, the bank’s first head of transformation, is helping the bank redesign how work is done, then streamlining and digitizing as much as possible.

Listen on:

iTunes Spotify Stitcher Google Play

Part 1

What will bank jobs look like in the future? OceanFirst has an idea

Chris Maher, CEO of OceanFirst Financial, shares how employees’ roles have already changed and his bank’s efforts to help them navigate AI and other emerging technologies.

Listen on:

iTunes Spotify Stitcher Google Play

On demand

What do banks and insurers have in common?

Both know a superior customer experience is business critical, and a key competitive advantage.

View the Webinar on demand and learn first-hand from executives about their leading customer services strategies.

Speakers

  • Steven Callahan, Director of Customer Experience, Norcal Group
  • Rahim Rajpar, Principal, Hawthorne
  • Pat Speer, Contributing Editor, SourceMedia
  • Yoann Michaux, Partner, Digital Strategy & iX Insurance Lead for North America, Digital Strategy & iX, FSS, IBM Services

You can withdraw your marketing consent at any time by submitting an opt-out request. Also you may unsubscribe from receiving marketing emails by clicking the unsubscribe link in each email. More information on our processing can be found in the IBM Privacy Statement. By submitting this form, I acknowledge that I have read and understand the IBM Privacy Statement.

On Demand

Building trust through the customer experience

This Webinar explores each moment in the Customer Journey— Prospecting, Acquisition, Onboarding, Customer Service/ Relationship Deepening, Retention/Separation— and explore the following opportunities within those moments:

  • The tech opportunity - Analytics, AI, automation
  • The customer opportunity - use cases in those technologies for delivering new value to customers
  • The trust opportunity - what’s the governance and compliance models around PII and AI around it to ensure trust

Speakers

  • Mike Soistman, Senior Vice President, Head of Enterprise Data Analytics & Reporting, Wells Fargo
  • Ritesh Saraf, Vice President, Product, Technology & Customer Experience, State Farm
  • Alarice Lonergan, Partner, DS&iX, Global Business Services, IBM
  • Moderator: Penny Crosman, Executive Editor, Technology, American Banker

You can withdraw your marketing consent at any time by submitting an opt-out request. Also you may unsubscribe from receiving marketing emails by clicking the unsubscribe link in each email. More information on our processing can be found in the IBM Privacy Statement. By submitting this form, I acknowledge that I have read and understand the IBM Privacy Statement.

Web seminar

Executive perspective: How financial services will emerge stronger, post-pandemic

As the urgency mounts for financial services to accelerate their transformation during a time of uncertainty, leaders are still tasked to stay competitive.  The pressure is heavy to provide a personalized experience to clients while working with razor thin margins, uncertain economic factors, a stressed workforce, heavy regulation and data privacy guidelines. In this session, you’ll learn directly from transformative leaders about the business models that help create world-class companies mobilize for bold transformation in order to emerge stronger, smarter, and more agile post-pandemic.

Speakers

  • Robert Reiss, CEO, The CEO Forum Group
  • Mary McDuffie, CEO, Navy Federal Credit Union
  • Trish Mosconi, EVP, Chief Strategy Officer and Corporate Development, Synchrony Bank 
  • Dino Trevisani, General Manager, US Financial Services Market, IBM
  • Chetan Kandhari, SVP, Chief Innovation and Digital Officer, Nationwide Mutual Insurance Company

Reinventing Financial Services: A 3-Part Virtual Event