Digital Transformation and the Customer Experience

Agenda | Location

Digital Customer Experience (DCX) has become the watchword of next-generation customer interaction. On the customer-facing side, technologies such as social platforms, chatbots, human-machine interfaces like Alexa and Siri, and virtual reality (VR)/augmented reality (AR) are dramatically changing how financial services firms interact with customers (whether individuals or businesses).  On the back technologies like AI, machine learning, and advanced analytics are providing financial executives with unprecedented insight into customer desires and behavior.

In sum, these technologies have the potential to radically transform financial services firms. They can spawn new lines of business, new products and new partner channels.

But these technologies have also heightened expectations from the digital ecosystem, and Wall Street firms need to dial up the pace of change to meet these expectations. These include protecting data while making it available to authorized users; storing, retrieving, and analyzing the data, and delivering the insights via a range of user experiences.

This seminar is designed to share visions and experiences on leading-edge methods to handle obstacles and accelerate this journey.

Participants will learn:

  • Which emerging DCX technologies deliver the biggest bang for the buck
  • How to beef up cybersecurity, data governance, and infrastructure to address the challenges posed by DCX
  • How to optimally staff and organize to implement DCX
  • How to measure the success of DCX initiatives
  • How to partner effectively to deliver a holistic DCX experience


8:00AM-8:30AM Registration & Breakfast

8:30AM-8:35AM WSTA Introductions

8:35AM-9:20AM Keynote Presentation by Gartner

9:20AM-9:45AM Premier Sponsor Presentation by Atos

9:45AM-10:10AM Luncheon Sponsor Presentation by NTT DATA

10:10AM-10:35AM Break and Demo Area Visit

10:35AM-11:00AM Presentation

11:00AM-11:25AM Presentation

11:25AM-11:50AM Presentation

11:50AM-12:30PM Lunch and Demo Area Visit

12:30PM-12:55PM Presentation

12:55PM-1:20PM Presentation

1:20PM-1:45PM Presentation

1:45PM- Seminar Concludes

Eligible for CPE Credits

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

Registration Information

WSTA Corporate and Individual members receive complimentary admission to WSTA Seminars & Panel Discussions. See if your financial firm is currently a WSTA Member.
Non-Member Registration
Financial Industry professionals are eligible to attend for $250; Vendors and Service Providers, $895. To complete your Non-Member Registration, click here.


To Cancel your Registration, click here.

The Yale Club of New York City
50 Vanderbilt Avenue
New York, NY
United States