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LIVE DISCUSSION

Future of financial services: industry insights and bourbon tasting

July 27 / 1 PM PT / 4 PM ET

Bourbon
Industry & digital disruption are accelerating in financial services. In an increasingly crowded market, first-movers are looking beyond legacy CX methodologies to generate business value and establish a competitive advantage.

Join us in a bourbon tasting with T. Rowe Price to learn how leaders are:

  • Rethinking the business case for customer-centric transformation
  • Moving beyond surveys to harness richer data source
  • Focusing on next-generation journey measurement & optimization

In addition to the above, you will be joined by a professional bourbon consultant who will walk you through a virtual tasting. Upon completing your registration, you will receive a survey to fill out your preferred mailing address. Please complete this survey so we can send you your tasting materials.

EVENT DETAILS

When: Thursday, July 27, 2023 at 4 PM ET
Where: A Zoom link will be sent via email upon registration

AGENDA

4:00 PM ET //  CX in Financial Services Today – lessons from market leaders with Christopher Colley, Global Head of Industry Advisory, Financial Services, Qualtrics

4:25 PM ET // Customer Presentation with Christy DeFelice,
AVP, Senior Market Research Manager, VOC, T. Rowe Price

4:45 – 5:30 PM ET // Bourbon tasting by Distilled Living

Thank you for your interest. Unfortunately, this virtual event has already taken place.

Featuring

Picture of Christy DeFelice

Christy DeFelice

AVP, Senior Market Research Manager, VOC
T. Rowe Price

Christy started her career in financial services 20 years ago, with 10 years of experience leading and orchestrating voice of customer programs. At T. Rowe Price, she created the first VOC team for the retail and retirement plan businesses, and now manages all end-to-end VOC processes across global distribution. The VOC program plays a critical role at T. Rowe Price and is threaded into day-to-day routines to inform decision making and shape client strategy.

Picture of Christopher Colley

Christopher Colley

Global Head of Industry Advisory, Financial Services
Qualtrics

Recognized as one of the UK’s top customer experience professionals (CX Magazine), Christopher was a foundational member of the customer innovation teams at PwC and Barclays, where he led digital transformation projects across retail and wholesale banking. He frequently speaks publicly on CX and has made numerous media contributions to leading platforms including Forbes, Global Banking and Finance Review, and Raconteur in The Sunday Times. He now serves as the Global Head of Industry Advisory for financial institutions
at Qualtrics.

More than 16,000 brands and 99 of the top
100 business schools use Qualtrics

By registering for this event you agree to allow Qualtrics to share and process your personal data for purposes of follow-up with regard to the content of this event, including to event partner, in accordance with our Privacy Statement.