The Future of Customer Experience in Finance Dinner Discussion

A exclusive dinner discussion for executives responsible for customer experience within the German Financial Service and Insurance sector

Hosted by LivePerson, The Future of Customer Experience within Finance Dinner Discussion is set up to offer a relaxed and intimate forum for senior executives responsible for improving the customer experience within the German financial service sector. Over dinner, we will be discussing and debating what impact technologies, such as AI, are having on customer experience and how the industry is dealing with the shifting consumer expectations.

Our discussions are very much inclusive and involve all the wealth of experience from the senior peers in the room.

You can find some pictures and videos of past events on our Instagram page: @ortus.club. All discussions abide by the Chatham House Rule. Attendance is by invitation only and is, of course, complimentary for those attending.

Chiefs, Heads, Directors and other executives responsible for improving customer experience within financial service companies located in Germany.

Attendance is by invitation only and is complimentary for those invited.

The Evolution of Customer Experience within the German Financial Service Sector

The financial service sector is going through a period of disruption as consumer expectations are changing. This is due to new disruptive technologies, such as AI, threatening long-standing business models.

Companies such as HSBC in the UK and Royal Bank of Scotland boast they have just gone through a period of digital transformation, adopting new communication channels such as WhatsApp, and implement conversational AI into their online chat feature. This has resulted, they say, in a large increase to their SCAT scores. But, is there still a long way to go and how can financial service companies keep up with the rate of change?

We are bringing together executives responsible for customer experience within German financial services and insurance firms for a dinner discussion on the evolution of customer experience. We will be hearing from the other attendees on their journeys into new technologies, and learn from the pitfalls and hurdles that each have faced.

If you are interested in improving customer experience within your organisation, this is a great forum to learn from your peers and share knowledge.

We will be discussing:

  • What role do technologies such as  AI have in the future of customer experience?
  • Which financial service companies are ahead of the curve and why?
  • What hurdles financial service firms are facing when adapting to these changes?
  • Plus other pertinent issues faced by our attendees.

The discussion will be moderated by:

Michael Berns – PwC Europe | Leader AI & FinTech

LinkedIn Profile

6:30 pm: Arrival of guests and reception
7:00 pm: Welcome by The Ortus Club and short address from LivePerson
7:10 pm: Discussion instigated by the moderator and continued by the group – “Evolution of Customer Experience within the Financial Service Sector”.
7:45 pm: Starters served
8:00 pm: Discussion brought to a close and guests are encouraged to continue networking
9:00 pm: Change of seats before dessert

Carmelo Greco Restaurant, Frankfurt

Ziegelhüttenweg 1-3, 60598 Frankfurt am Main, Germany

  • Head Of Marketing at Money Farm
  • CTO at Credit Shelf Deutsche Familienversicherung
  • Head of Direct Marketing at 
  • Chief Customer Officer at Clark
  • Marketing Director at WeFox
  • Head of Product at N26
  • Chief Commercial Officer at TARGO
  • Regional Head COO at Deutsche Bank
  • Head of Global Operations at Deutsche Leasing Group
  • Head of Smart Data at VR Smart Finanz
  • Head of Data Engineering at ING Deutschland
  • Head of Program at Aareal Bank
  • Global Managing Director Operations at Deutsche Leasing
  • AVP. Chief Operating Office at DWS Group

The discussion will be conducted in English.

Thursday, 21st of November 2019

Carmelo Greco Restaurant, Frankfurt

Please register to attend by filling out the form below. Otherwise, you can contact the guesting director, Mara (mara@ortusclub.com).

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