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The Future of Customer Engagementin Financial Services

Thursday June 20, 2019 │ Montreal

With the Digital Revolution continuing in the Financial sector, customer expectations are now higher than ever. With so many options available at their fingertips, maintaining flexibility and keeping a competitive advantage has become top priority for companies. Key factors to stay ahead in today’s game are building deeper relationships with your customers, driving transparency and quickly tracking profitable actions.

Join Salesforce & Incloud on June 20 at the W Hotel for a conference followed by a cocktail, and discover new strategies to:

  • Create a single customer view across your business lines
  • Develop a customer-centric business model
  • Understand each customer journey through their interactions and activities
Agenda

3:00 pm – Registration
3:30 pm – New Trends shaping the future of Financial Services
4:00 pm – Demo: Creating an effortless Financial Services experience
4:30 pm – Fireside Chat Incloud + National Bank Investments: The Journey of NBI
4:45 pm – The Digital Transformation of NBI: Improve your client journeys
5:30 pm – Cocktail & Networking

Reserve your seat today:

Meet your Speakers


Chris Silver
Regional Vice-President, Enterprise Sales
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Chris will uncover you the key trends that are changing the face of financial services, how to meet the new expectations of your customers through intelligent and multi-channel journeys throughout the key financial moments of their lives.

Salesforce Team
Financial Services Experts
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Our Experts will show you through Salesforce platforms how to collaborate with your team and across departments, in order to identify new opportunities and meet your customer individual needs.

Annamaria Testani - National Bank

Annamaria Testani
Vice-President National Sales
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National Bank investements

In an inspiring and motivational conversation, Annamaria will share with you the digital transformation journey of NBI and how it helped her optimize sales efficiency through Salesforce. She will also unveil a few tips to uncover blind spots and improve your client journey each day!

The Venue


W Hotel Montreal

901 Square-Victoria
Montreal (QC) H2Z 1R1
Résultats de recherche d'images pour « metro montreal symbol » Metro Square Victoria

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