Amy Terry

In today’s volatile economic climate, CX leaders face mounting pressure to justify investments. With expenses up and executive teams scrutinizing every dollar, the ability to connect experience improvements to tangible business outcomes is more critical than ever. 

This panel explores how top financial institutions are quantifying the value of CX—whether through reducing costly call volumes, improving customer retention, or tracking metrics like client confidence and satisfaction. Learn how to tell a compelling story to your leadership by combining ROI data with persuasive, experience-driven insights. 

• Translating CX improvements into metrics that matter to senior leadership 
• Communicating both the tangible and intangible ROI of your CX programs 
• Building digital experiences that eliminate costly friction points

Join this breakfast exclusively for women CX executives to make new connections, engage in meaningful discussions, and share knowledge on a whole host of topics.  This breakfast is open to women financial services executives only.

Grab a seat at the table and take a deep dive with your peers on a topic of interest. This is the perfect opportunity to learn how others are working through challenges and implementing strategies to take CX to new heights.  Walk away with fresh ideas to implement right away.  Among the Topics: 

Table #1: How to Apply CX principles to the Commercial Banking Customer 

Moderator: 

Andy Netzel 

SVP, CX Strategy Director 

KeyBank 

Table #2: Strategies for Engaging Employees to Elevate the Customer Experience  

Amy Terry 

Sr. Director Advisor Soultions Field Experience Enablement 

Northwestern Mutual