Courtney O'Regan

SVP, Director of Marketing Middlesex Savings Bank

Courtney O’Regan is a marketing professional with 20 years of experience in the field, spending the majority of her career in financial services and banking. Currently, she holds the position of Senior Vice President and Director of Marketing at Middlesex Savings Bank, where she prioritizes customer experience (CX) in her role. With a proven track record of delivering impactful marketing campaigns and leading teams, Courtney has been a speaker on topics such as ‘Building a CX Program from the Ground Up’ and ‘Fostering Cross-Departmental Collaboration to Drive Organizational Success’. She holds a bachelor’s degree from Boston University, and is also pursuing her MBA from BU’s Questrom School for Business (go Terriers!)

DAY ONE – Leading a CX Transformation Across the Organization

12:45 PM FIRESIDE CHAT: How Middlesex Savings Bank Built a CX Program With Limited Resources - And How You Can Too

Building a customer experience (CX) program from the ground up at a community bank can feel daunting, especially with limited resources and smaller budgets compared to larger financial institutions. In this fireside chat, discover the key strategies that Middlesex Savings Bank employed to create a scalable and successful CX program, specifically tailored to the needs and constraints of community banks.

Key points include:

· Assessing customer needs and translating insights into actionable plans

· Embeding a CX mindset into the culture of the bank while managing budget constraints and limited staff

· Focusing on thoughtful, low-cost strategies and empowering existing teams to enhance customer experience

Check out the incredible speaker line-up to see who will be joining Courtney.

Download The Latest Agenda