Richard Bishop

Richard Bishop

Senior Vice President and Managing Director of Financial Services Precisely
Richard Bishop

Richard Bishop is a seasoned professional in financial services with roles at CEDAR CX, FIS, and now leading Financial Services practice for 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.

Translating Data And Insights Into Elevated Customer Journeys

11:10 AM CLIENT CASE STUDY: Modernizing CCM in the Cloud Without Losing Governance or Control

Financial organizations are under pressure to modernize customer communications to support AI-driven experiences. At the same time, they must balance the risks of moving sensitive data to SaaS platforms or disrupting critical legacy systems through complex replatforming efforts.

This session will explore how organizations can transform Customer Communications Management (CCM) directly inside your own platforms to maintain customer engagement while bringing in modern enhancements.

Attendees will leave with takeaways on

  • Migrating CCM workloads to the cloud without sacrificing data governance, regulatory control, or existing investments
  • Scaling templates and workflows for greater customer volumes
  • Using governed, in cloud communications data as a foundation for AI-driven personalization, automation, and analytics in next-generation CX programs

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

Download The Latest Agenda