October 20, 2022
Hybrid Event
9:00-3:15PM ET
Dive into the tools/technologies enabling better CX & learn how to leverage them to enrich “the human factor”.
Agenda | Location


Digital transformation is all about serving customers better. As financial services firms embrace technology-driven customer-centricity, their success hinges on knowing which technologies to select, implement, and deploy, and putting in place the organizational structures, policies, and processes that allow them to take full advantage of these technologies. This session looks at the tools and technologies that enable world class customer facing experiences. It also addresses emerging customer-facing technologies which enable “the human factor” and how financial services firms can position them in the service of building, deepening, and enriching human relationships. Thought-leadership presentations and a panel discussion will address topics such as next-generation collaboration; advanced digital service; securing collaboration interactions; Integration tools, technologies, and processes, and more.


Specific areas of focus include:

  • Next-generation collaboration
  • AR/VR/holography
  • The metaverse as customer paradigm
  • Beyond bots: AI and advanced digital service
  • Securing social media and collaboration interactions
  • Effective analytics: Voice analytics, deepfake protection, customer analytics, and voice recognition for customer validation/authentication
  • Internet of Behaviors (IoB)
  • Cross-channel, multiplatform connectivity: it’s not just about building a slick user interface; all channels have to get behind incorporating digital as part of their dialogue with clients, and providing the client with a seamless digital experience
  • Integration tools, technologies, and processes
  • Organizing around analytics: turning a technology capability into a business transformation enabler
  • Privacy and digital ethics: how do you protect customer information at the same time you leverage it for enhanced user experience?
  • Automating compliance
  • Effective customer engagement


9:00AM-9:25AM Breakfast and Registration

9:25AM-9:30AM WSTA Introductions

9:30AM-9:55AM Keynote Presentation

9:55AM-10:15AM Platinum Sponsor Presentation by PagerDuty

10:15AM-10:35AM Platinum Sponsor Presentation by Appian

10:35AM-10:55AM Platinum Sponsor Presentation

10:55AM-11:15AM Demo Area Visit

11:15AM-11:35AM Platinum Sponsor Presentation

11:35AM-11:55AM Platinum Sponsor Presentation

11:55AM-12:15PM Platinum Sponsor Presentation

12:15PM-1:00PM Lunch

1:00PM-1:20PM Presentation by Redis

1:20PM-1:40PM Presentation by NTT DATA

1:40PM-2:00PM Presentation by Sprinklr

2:00PM-2:20PM Demo Area Visit

2:20PM-3:15PM Panel Discussion

3:15PM- Event Concludes

Eligible for CPE Credits
Earn CPE Credits at this event! Click here for more details.

Convene - Downtown Liberty
1 Liberty Plaza
New York, NY