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3rd Edition: Design Thinking for Banks & Financial Services

Deploying Human-Centered Financial Products to Strengthen the Customer Experience Capabilities and Transform the Organizational Mindset

27-28 Sep 2017
DoubleTree by Hilton Hotel Metropolitan | New York, NY, United States of America


Why You Should Attend

3rd Edition: Design Thinking for Banks & Financial Services

Innovation is now considered both a topic priority and necessity for financial institutions of all sorts and sizes. Organizational complexities, regulatory scrutiny, and the nature of financial products have stifled innovation in the financial sector. However, organizations have begun to embrace a customer-centered approach to product design, development and rollout. Many industries are integrating multiple disciplines within one projects lifecycle to stay competitive. It is vital for companies to truly understand their users, articulate the change and grow as the user does.

The 3rd Edition: Design Thinking for Banks & Financial Services Conference will address key topics such as: creating a security ecosystem, building an innovation engine, the interaction of user research and design strategy, balancing technology and human-centric initiatives, regulatory and privacy constraints on user research, integration of methodologies such as lean start-up and agile, multiple channel opportunities in a physical space, key insights from start-ups, delivering disruptive products, utilizing co creation, organizational change, establishing a culture of innovation and design, various types of innovation in human-centered design, advances in artificial intelligence, plus much more!

Key Topics

  • Discover ways that companies are approaching and employing design thinking, lean start-up, and agile methodologies and disciplines across the enterprise with U.S. Bank and Wells Fargo Advisors
  • Create a security ecosystem to provide a seamless experience to end users with TD Bank
  • Establish a sound human-centric culture and develop meaningful innovation through analyzing emerging value systems with JP Morgan Chase and Northern Trust
  • Build a culture of research and insights through delivering disruptive change to an organization and its products via the democratization of the research process with PayPal
  • Instill performance expectations and build appropriate skill sets to achieve a concrete customer experience mindset with MasterCard
  • Previous Attendees Include

    American Express, Bank of America, Regions Financial, BNY Mellon, KeyCorp, Merrill Lynch, BankUnited, Credit Suisse, HSBC USA, Bank United - N.A., BBVA Compass, Cadence Bank, Capital One, Citi Global Transaction Services, Everbank, FDIC, GE Capital Bank, Home Trust Company, M&T Bank, Sovereign, State Street Financial, Deutsche Bank, HSBC, MasterCard, Metlife, Northern Trust, PNC Bank, SunTrust Bank, TD Bank, Texas Capital Bank, UMB Financial Corp, JP Morgan Chase & Co.,Wells Fargo & many more


    Why Choose marcus evans?

    marcus evans specialises in the research and development of strategic events for senior business executives. From our international network of 63 offices, marcus evans produces over 1000 event days a year on strategic issues in corporate finance, telecommunications, technology, health, transportation, capital markets, human resources and business improvement.

    Above all, marcus evans provides clients with business information and knowledge which enables them to sustain a valuable competitive advantage and makes a positive contribution to their success.


    Event Sponsors
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    SapientRazorfish
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    HCL
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    Extractable
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    Synechron
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    Event Partners


    Practical Insights From

    Stephanie Hammes-Betti
    Senior Vice President, Innovation Design
    U.S. Bank

    Andy Knight
    Head of Digital Design
    TIAA

    Joy Slabaugh-Hamilton
    Head of Advisor Services
    Vanguard

    Jon Day
    Senior Director, Digital Experience
    CIBC

    Melora Zaner
    Head of Mobile Design & UX, Digital; Executive Director
    JPMorgan Chase

    Chris Colson
    Head of US Operations Innovation Labs
    Aflac

    Joseph Johansen
    Secure Studio Director
    Wells Fargo Advisors

    Karen Pascoe
    SVP Experience Design Digital Payments & Labs
    Mastercard

    Click Here For Full Agenda

    Voice of Our Customers
    • “This was one of the best conferences I've been to. Sharing content, solid flow spread of business at different points on this journey. Well done.” - Associated Bank
    • “This was one of the more meaningful and timely conference topics that I have attended. The speakers were very opened and knowledgeable.” - Advanced America
    • “It's great to hear that everyone else in our industry is struggling with the same things. The dialogue was great around the topics.” - Vanguard
    • “Great introduction to design thinking for me as a newbie and an impressive set of participants.” - Scotiabank
    • “Great conference. Best experience I've had to learn valuable information. I can immediately apply to my work. I would highly recommend.” - Northern Trust
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    Event Contact

    For all enquiries regarding speaking, sponsoring and attending this conference contact:

    Amanda Pink


    NBC Tower, 9th Floor
    455 North Cityfront Plaza Drive, Chicago
    Chicago, IL 60611

    Telephone:
    312-540-3000 Ext: 6310
    Fax: 312-540-3000 Ext: 6327
    Email: amandap@marcusevansch.com