Accelerating The Banking Journey 

The Digital Transformation of People's United Bank

November 10, 2020 | 3:00 PM – 4:00 PM EST

Summary

Financial Services and Insurance organizations have seen unprecedented digital adoption in 3 last months, changes that many had predicted would take 3 years. This has accelerated the rate at which these organizations move their governance models, use data, and interact with customers.

Yext, Virtusa, Adobe and BWG Connect invite you to hear from your peers best practices for managing change and meeting customer expectations!

Discussion Topics

  • The evolution of the customer journey 
  • How customer intent and natural language understanding (NLU) is reshaping the marTech stack of the future
  • Best practices for customer retention and acquisition 
  • Leveraging personalization at scale
  • The importance and benefits of partner integrations 

Event Partners


Registration is free - you won’t want to miss this powerful discussion!

This event is co-hosted by Yext, Virtusa, Adobe, and BWG Connect.

Guest Speakers

James Roy

Senior Vice President, Digital Marketing at People's United Bank

James Roy is Senior Vice President of Digital Marketing at People’s United Bank, responsible for the management and orchestration of digital customer experiences across personal, business and commercial lines of business. People’s United Bank is a community-focused financial services company with $61 billion in assets and more than 400 retail locations across the Northeast, and offers small business and specialized commercial banking solutions as well as wealth management services.

Christopher Young

Director, Industry Strategy and Marketing at Adobe

Christopher Young is the Director of Industry Strategy and Marketing for Adobe’s Digital Experience Business. In this role, he leads a team of industry specialists who work with Adobe’s Financial Services clients to help them develop best-in-class digital marketing strategies. Prior to joining Adobe, Young spent more than eight years at E*TRADE Financial where his last held position was VP of brokerage marketing. Prior to E*TRADE, he was the VP of retail advertising at JP Morgan Chase. Young also has extensive agency experience working with a range of clients across traditional, direct and digital advertising and marketing programs. Young currently lives in Connecticut with his wife and two children.

Sanjoy Ghosh

Head of Digital Practice, BFS North America Virtusa

Sanjoy is a Digital Practice Head for Virtusa Banking & Financial Services Business, North America with established strengths across Strategy Consulting, Customer Experience and Digital Transformation. He has 15+ years of experience in leading client portfolios across industry verticals like BFS, Telco, Travel and Leisure, Automotive, Manufacturing, Healthcare, and Life Sciences. Over the last 10+ years he has played pivotal leadership roles for multiple large-scale Digital Transformation Programs on Adobe and other market leading experience platforms.

Shane Closser

Head of Industry / GM, Financial Services at Yext

Shane Closser is the Head of Industry/General Manager for Financial Services at Yext. He leads the financial services business segment, including strategy, product, GTM partnerships. Shane is a published author and award-winning speaker; his research has been recognized by leading advisor firms (ex. Forrester and Gartner) and top software vendors (ex. Adobe, Oracle, Microsoft, etc.). With over 18 years of experience in Financial Services and High Tech, Shane specializes in business strategy, marketing performance, and platform strategy. Before joining Yext, Shane was the Global Managing Director at Accenture where he led marketing platforms, marketing operations, and strategy.


Event Moderator

Aaron Conant

Co-Founder & Managing Director at BWG Connect

BWG Connect provides executive strategy & networking sessions that help brands from any industry with their overall business planning and execution. BWG has built an exclusive network of 125,000+ senior professionals and hosts over 2,000 virtual and in-person networking events on an annual basis.

Provide your information below and we will be in touch.

Event Information

November 10, 2020  |  3:00 PM - 4:00 PM EST

Event format

Roundtable Layout
Featuring 20+ Industry Leaders , where everyone can contribute, ask questions and learn from peers
On-Topic Discussions
Q&A format, moderated by BWG Connect with group interaction throughout
Make Connections
Opportunities to network before and after
BRINGING TOGETHER INFLUENTIAL EXECUTIVES AND SENIOR PROFESSIONALS

What is BWG Connect?

BWG Connect provides executive strategy & networking sessions that help brands from any industry with their overall business planning and execution. BWG Connect, in conjunction with BWG Strategy, has built an exclusive network of 125,000+ senior professionals and hosts over 2,000 virtual and in-person networking events on an annual basis.

In addition, BWG Connect provides free consultations & specializes in helping brands of all sizes with their eCommerce planning and execution. Our team has decades of experience related to the eCommerce & retail ecosystem, and will take the time to understand your goals so that we can help you build a winning strategy that is curated specifically for your business. We have had 1x1 conversations with over 3,000 brands and have a real-time pulse on what digital strategies are successful and why. This in-depth knowledge allows our team to operate on the cutting edge and provide our clients with best -in-class guidance on how to win in the digital world.
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