WSTA to Hold “Digital Transformation and the Customer Experience (CX)” Seminar in NYC

Digital Transformation and the Customer Experience

The Wall Street Technology Association (WSTA®), a not-for-profit organization that provides financial technology and business professionals a forum to learn from and connect with each other will hold a Seminar on “Digital Transformation and the Customer Experience (CX)” followed by a discussion on “Culture in the Workplace” for financial technology and business professionals on September 19, 2019 in New York City.

Networking at past WSTA Seminar

The “Culture in the Workplace” discussion will be led by WSTA President James Kostulias, Managing Director, Retail Client Experience, TD Ameritrade.

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Seminar Description:
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.

Culture in the Workplace Discussion:
In today’s environment, the war for talent has become even more challenging. Financial firms are facing steep competition from the technology industry, FinTech startups, and other industries. In addition, the workforce now consists of multiple generations and Diversity and Inclusion is a key focus. How does a company’s culture influence the ability to attract and retain the best and brightest? Can culture make a difference on how effectively teams perform? Do we need to adjust our cultures as our workforce becomes more diverse? How do firms use their culture to differentiate against potential competitors? How do emerging/maturing technologies and your office space play into your culture? This discussion will tackle these questions.

About the Wall Street Technology Association
The WSTA facilitates educational and networking events where members meet and exchange ideas and best practices that assist them in effectively capitalizing on technology advances in areas such as Cybersecurity, Analytics, Emerging Technologies, Artificial Intelligence (AI), Machine Learning (ML), Data Management, Cloud, Blockchain, Digital, Architecture, Workplace, etc. and dealing with financial industry business challenges. Founded in 1967, the WSTA is a not-for-profit association with a long history of evolving to meet the needs of its members.


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