Victoria Bogner

Director of Client Experience Allworth Financial

With approaching twenty years of experience working with clients to build better financial futures, CERTIFIED FINANICAL PLANNER™ professional Victoria Bogner is a partner-advisor in Allworth’s Lawrence, Kansas office. She also holds CHARTERED FINANCIAL ANALYST and ACCREDITED INVESTMENT FIDUCIARY designations. An oft-quoted resource in numerous financial sector publications, and a proud graduate of Kansas State University, where she majored in Mathematics and minored in both Computer Science and Japanese, in 2018, Victoria was recognized as an InvestmentNews’ 40 Under 40 honoree, a yearly compilation of the top young professionals in the financial services industry nationwide.

DAY ONE – Leading a CX Transformation Across the Organization

3:10 PM PANEL DISCUSSION: Optimizing Your Channel Strategies to Drive Customer Loyalty

Financial institutions face the ongoing challenge of retaining customers in an increasingly competitive market. As customer expectations evolve, so too must the strategies for delivering seamless and engaging experiences across multiple channels. The proliferation of digital touchpoints, alongside traditional ones, requires a cohesive and effective approach to meet customers there they are and foster long term loyalty.

Join this panel discussion to learn how to optimize your channel strategies to reach new customers and deepen relationships with existing ones. You’ll gain insights on:

Adapting to the diverse preferences and behaviors of modern customers
Ensuring a consistent and personalized experience across all touchpoints
Leveraging data and analytics to inform and refine your channel strategies

DAY TWO – Empowering Your Teams With Tools and Cutting Edge Technology for a Stellar CX

12:45 PM THE CX LEADERSHIP ROUNDTABLES

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.

Table #1

Leveraging Text Analytics To Uncover Actionable Insights

Table #2

Optimizing your CRM to Enhance the Client Experience

Table #3

Best Practices for Segmenting Clients and Creating Differentiated Experiences

Table #4

Innovative Approaches For Personalizing Products and Services to Enhance the CX

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

Download The Latest Agenda