Customer Experience Excellence in Financial Services
Delivering superior service across all channels and touchpoints
| SYDNEY June 25
MGSM CBD Campus51-57 Pitt StreetSydney
$995 + GST$795 + GST (Online Banking Review & Retail Banking Review subscribers & Abacus members)
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Developed by: | Endorsed by: Supported by: |
Agenda
Customer experience excellence in financial services | ||
8.45am 9.00am | Registration opens Opening remarks from chair: Charis Palmer, Editor, Retail Banking Review | |
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9.15am | Balancing innovation, governance and speed
Jacki Johnson, CEO, The Buzz (Insurance Australia Group)
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9.50am | Championing the voice of the customer inside the enterprise
Rob Findlay, Customer Experience Manager, Direct Sales and Sales - Portfolio Management & Strategy, NAB | |
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10.25am | Networking break | |
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10.50am | Embedding a customer focus into your entire business
Lisa Montgomery, Head of Consumer Advocacy, Resi Mortgage | |
11.20am | Effectively communicating your service proposition to customers
Sarah Cutbush, General Manager, Marketing & Development, Savings and Loans Credit Union | |
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11.55am | Improved customer experience & better business efficiency through online verification Colin Shadbolt, Head of Financial Crimes, Veda Advantage | |
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12.15pm | Lunch | |
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1.15pm | Interactive roundtable session A chance to breakout, interact with your peers and discuss some of the conference's key topics. Workshop leaders will cover:
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2.05pm | Mobile is here: How can it enhance the customer experience?
Jodie Moule, Director User Experience & Ben Green, Senior User Experience Specialist (mobile), Symplicit | |
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2.20pm | International keynote: Innovation at the coal face
James Gardner, Head of Innovation, Lloyds TSB |
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2.55pm | Networking break | |
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3.15pm | Case study: Our journey to improve the online customer experience
Drew Unsworth, General Manager, Online Banking, Commonwealth Bank | |
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3.55pm | Panel debate: Social communities: Useful for aiding customer experience, or an unwelcome distraction?
Kate Carruthers, Director, Digital Business Group Monty Hamilton, Head of Online, UBank Ean van Vuuren, Head of Consumer Online, Westpac | |
4.55pm Close and networking drinks
Banking Review Conferences Calendar 2009
| CONFERENCE | DATE | LOCATION |
| Customer experience excellence: Delivering superior service across all channels and touchpoints | 25 June | Sydney |
Security140: Protecting customer data and managing your reputation in a Web 2.0 world | 23 July | Sydney |
Pre-register your interest in any of the above events and we will send you more information as soon as it's available
TERMS & CONDITIONS
Refunds
- To obtain a full refund, delegates must notify Banking Review Conferences in writing at least 10 working days prior to the program start date that they wish to transfer to an alternate event, or cancel.
- Delegates who transfer or cancel from an event inside 10 working days from the start date are liable for the full program fee. No refunds will be given in this instance.
- Substitutions can be made, with prior notification to Banking Review Conferences, at any time up to the program start date, with no penalty.
- Cancellation or transfer notifications should be faxed to Banking Review Conferences at (07) 3217 3722, or emailed to events@onlinebankingreview.com.au.
- It is the responsibility of the registered person to ensure transfer or cancellation notifications are received by Banking Review Conferences within the 10 working days notice period.
Non attendance
- If a delegate fails to attend a program, program fees will not be refunded or allocated to another event.
General
- Banking Review Conferences reserves the right to postpone or cancel a program due to low enrolments or unforeseen events. Full refunds or transfers will be given in this instance.
- Banking Review Conferences is not liable for any costs incurred by the attendee if the program is cancelled or postponed.
- Banking Review Conferences reserves the right to change course fees, dates, content, speakers or method of presentation at its discretion.


