Qualtrics brings together industry leaders in a series of events supporting businesses in the fin-services industry

As part of its ‘Work Different’ initiative, Qualtrics is organising a week-long series of events bringing together industry leaders from financial services. The programmes will be from 8 September all the way to 10 September.

The event kicks off with a panel discussion where Qualtrics will be joined by Standard Chartered and DBS to explore what leading organisations in the fin-services industry are doing to successfully navigate the pandemic and ensure the new normal becomes the ‘new better’.

The programmes are held on the following dates, delivering a range of expert advice, real-life examples, and frameworks to help the industry move forward:

• September 8 - Finding your opportunity in the evolving financial services landscape (Webinar)
• September 9 - Building towards a more customer-centric future in financial services (Masterclass)
• September 10 - Closing the Research Paradox (Masterclass)

The sessions will equip fin-services organisations and experience management professionals with the insights they need to move forwards, says Harish Agarwal, Head of CX Solution & Strategy for Qualtrics in SEA.

“Many financial services organisations have reacted well to the immediate impact of the pandemic by enabling employees and supporting customers. But to continue moving forward, the industry will have to relentlessly focus on delivering superior experience and continue innovating across platforms. The FSI week by Qualtrics brings you must-attend sessions, with expert insights and real-life examples from leading organisations like DBS and Standard Chartered, equipping attendees with knowledge to drive lasting business impact.”

Finding your opportunity in the evolving financial services landscape – A panel discussion

As the pandemic continues to affect multiple industries and accelerate the changes in customer behaviour, financial service companies have to make some tough decisions to ensure their continued growth in the sector.

On 8 September, Qualtrics and executives from Standard Chartered and DBS will help participants find their opportunity in the evolving financial services landscape through a panel discussion. This aims to dig into how companies will need to rethink and reinvent to align operations with customer and employee expectations.

Register now to learn more about what are the key priorities for businesses during the pandemic, receive tips for continuously improving the experiences delivered to employees and customers, as well as discover examples of how financial companies are moving forward at a time of significant change.

Building towards a more customer-centric future in financial services – an XM Masterclass

After a period of intense change following COVID 19, digital transformation is now considered “table-stakes” in the financial services industry. Simply adapting to the “new normal” isn’t going to be enough - organisations will need to make it the “new better”.

On September 9, experience management professionals are invited to take part in the Experience Management (XM) Masterclass, which outlines how financial services firms can build a more customer-centric culture and listen deeply to their customers to drive lasting business impact.

Participants in this masterclass will learn how to set up their customer experience program, driving an organization culture of customer centricity as well as the strategies for maximising ROI from CX programs. It will also help firms identify and overcome common challenges faced, using real-life examples of institutions that have overcome them.

Closing the research paradox - a research Masterclass

With resources limited, change accelerating, and increased competition, organisations need to know their efforts are giving back to the business. For instance, how are consumers changing in terms of online preferences and desire for contactless engagements? Are you optimising product and promotional strategies to reflect these changing needs and to maximise business impact.

To overcome the paradox and optimise programs for this new reality, Qualtrics also opens the registration for the Closing the Research Paradox Masterclass on 10 September.

The masterclass aims to upskill participants on how to integrate insights from multiple platforms for faster, smarter, real-time decision making, and instil strategies for rapidly testing the effectiveness of new products and communications.

Register for the programmes here by 7 Sep:

• September 8 - Finding your opportunity in the evolving financial services landscape (Webinar)
• September 9 - Building towards a more customer-centric future in financial services (Masterclass)
• September 10 - Closing the Research Paradox (Masterclass)

For more information, please contact Huimin Li at [email protected].

About Qualtrics

Qualtrics, the leader in customer experience and creator of the Experience Management (XM) category, is changing the way organizations manage and improve the four core experiences of business––customer, employee, product, and brand. Over 11,000 organizations around the world are using Qualtrics to listen, understand, and take action on experience data (X-data™)––the beliefs, emotions, and intentions that tell you why things are happening, and what to do about it. To learn more, please visit qualtrics.com.