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How to optimize in-person banking experiences

November 16 / 5 PM ET

Unprecedented labor shortages, a push towards self-service, consumers migrating to digital-only banks... just thinking about the challenges facing brick and mortar financial institutions makes you want to reach for the bourbon!

Join Qualtrics Program Success Principal Suneeti Agarwal and XM Scientist Terry Anderson to explore the essential role of in-person services in the new consumer landscape, all while enjoying a specially curated bourbon tasting experience.

We'll explore how you can use insights from your frontline teams to identify moments that matter in brick and mortar locations, and how to take action to make them a core part of a wider, omnichannel customer journey.


5:00 PM ET – Bourbon tasting experience
We will kick off with a brief overview of the history of bourbon while enjoying
our selected tastings.

5:20 PM ET – Discussion and Q&A
We’ll discuss how to activate your frontline employees to deliver exceptional digital
and in-person experiences, and open up the conversation to a live Q&A.

Please RSVP by November 9 to ensure your bourbon arrives for the event.

Registration for this event is now closed. Hopefully we see you at an other event soon!


Picture of Suneeti Agarwal

Suneeti Agarwal

Program Success Principal, Strategic Accounts

Suneeti has more than 10 years of experience in Financial Services leading and innovating strategy, operations, and client relations for large enterprise organizations. Suneeti leads our largest financial services accounts across strategic and operational program success. She is a partner to create new listening strategies across business lines and employee experiences.

Picture of Terry Anderson

Terry Anderson

XM Scientist, CustomerXM for Locations

Terry is an XM Scientist for Location based industries at Qualtrics. Over the last ten years, Terry has worked with some of the largest banks in the United States on utilizing feedback from frontline employees to optimize their XM Programs. Terry specializes in digital and contact center channels.

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