5th Annual Financial Services Strategy Forum

3:30 PM – 7:00 PM EST

Fairmont Royal York, 100 Front St W, Toronto, M5J 1E3 ON, Canada



Building Exceptional Digital Customer Experiences for Banking

What does my customer need? As bank executives, this is a question we must ask and ask it often. We are living in a world of digital experiences where tech-savvy millennials make up the majority of our workforce; agile Fintech players continually change the game; and everybody seems to want to bank with Apple, Amazon or Google. Meanwhile, financial products and services are being commoditized, and shifting regulations will likely introduce new challenges to retail, private and commercial banking.

This intimate forum will explore the latest strategies to address this dynamic and challenging environment including: 

  • Successful pulled-based, cross-selling techniques through presentation and gamification
  • Offering and pricing innovation in shifting regulatory environments
  • Impact of big data and digital in banking

Attendees will learn new approaches to analyze and assess customer needs; to build experiences that have a deep effect on customer satisfaction; and to command premium prices on their products and services.

This event is sponsored by Simon-Kucher & Partners, however, you must register to attend.




3:30 – 3:45 PM
Check-In & Registration
3:45 - 4:15 PM


4:15 - 5:15 PM
Discussions: Leveraging digital channels for exceptional customer experiences in retail, private and commercial banking
5:15 - 5:45 PM
Networking Break
5:45 - 6:30 PM
Panel Discussion: Effective approaches for client engagement in the digital world
6:30 - 7:15 PM
Cocktail Reception