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!
Registration is free - you won’t want to miss this powerful discussion!
This event is co-hosted by Yext, Virtusa, Adobe, and BWG Connect.
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
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.
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.
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.
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.