Richard Bishop

SVP Financial Services Precisely

Richard Bishop is a seasoned professional in financial services with roles at CEDAR CX, FIS, and now Precisely. He's known for managing key partnerships with major system integrators and strategic CX projects globally with companies like TIAA-CREF, Barclays, Sallie Mae, BB&T, Nationwide, and Ameriprise. His experience covers client services, sales, implementation as well as overall strategic account management.

Prior to CEDAR, Richard in various capacities starting as a Business Analyst at Hewitt Associates (now Aon) in their Benefits Outsourcing practice. During his tenure at Hewitt, Richard held numerous roles from quality assurance, configuration and development, and large-scale implementation management for clients such as First Data, Sears-Kmart, UPS, and GlaxoSmithKline. Richard is an influential figure in the financial services industry, shaping client engagement through his expertise and strategic vision.

DAY ONE – Leading a CX Transformation Across the Organization

11:15 AM Exploring Consolidation Strategies for Risk Mitigation and Enhanced Customer Experiences

In this session, learn how evolving regulations are pushing banks to optimize data management and embrace digital solutions for greater transparency and compliance. Discover why Digital Operational Resilience is crucial in the face of rising cybersecurity threats. Understand how digital infrastructure enhances operational soundness, data protection, and compliance—while improving the customer experience.

Key Takeaways:

How seamless communication across customer journeys reduces risks and meets regulatory demands
The role of AI and real-time data in regulatory compliance, cybersecurity, and elevating customer experiences
Real-world case studies on successful engagement strategies in digital banking

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

Download The Latest Agenda