Modernizing client interactions for the digital world 2022

Speakers

Martin de Heus

EMEA Director

Enterprise and Corporate Solutions, Moxo

Shimona Pinto

EMEA Director

Senior Corporate Solutions, Moxo

Agenda

6.00 pm – Registration and Networking.

6.30 pm – Welcome introduction (Martin).

6.40 pm – Control the chaos of managing client interactions (Shimona Pinto).

7.10 pm – Interactive Roundtable Discussion

7.30 pm – Dinner to be served.

8.30 pm – Closing address.

Key Learning Objectives

Control the chaos of managing client interactions with Moxo. In this event, we’ll explore how financial organizations can bring structure to client interactions that are stuck in fragmented silos, requiring significant manual intervention. Moxo provides a OneStop Client Hub for managing client interactions through modern digital experiences.

Key topics include:

1. Learning how to streamlining client processes with customizable workflows. Examples include KYC, client on-boarding, and more.
2. Maintaining personalization over digital channels.
3. Ensuring compliance & security in a mobile world.

Audience

-COOs

– Head of Digital Transformation

– Managers or Heads of Client Service Departments

– Head, Manager, or Director of Client Service

– Client Experience Directors, Head of Client Experience

– Client Service Team

– Managing Directors

– Digital Team, Head of Digital Experience, Digital Client Tools, Digital Client Experience, Digital Transformation Team

– Office Managers

– Business Directors