Webinar | Banking and Financial Services

Experience Management: Unlocking Value in Finance Transformation

In this webinar, industry experts cover how experience management is evolving the financial back-office.

JULY 02, 2024

The finance landscape is evolving rapidly in response to today’s competitive business environment. Speed, enhanced accuracy, better collaboration, and value-added insights are now top priorities for finance. Traditionally on the sidelines of the customer experience paradigm, back-office functions are now increasingly being recognized for their critical role in shaping a brand’s reputation and fostering stakeholder loyalty.

This pivotal shift towards “experience-centric” finance can be a significant differentiator in today’s competitive market. In fact, a recent Everest Research survey shows that nearly 70% of finance executives now see stakeholder experience as a critical factor for driving business value from the finance function.

Central to this shift is the integration of experience metrics into finance operations moving beyond the traditional metrics like cost and productivity. Experience-centric processes emphasize simplicity, transparency and intuitiveness. Advancements in AI and analytics are powering this transformation, delivering more personalized and streamlined processes and interactions.

To navigate these complexities and unlock the potential of experience management in finance, join us and our distinguished panelists for a LinkedIn Live to discover:

  • Key challenges, success criteria, and practical strategies for integrating experience management into finance operations
  • Using AI and analytics to drive process efficiency and personalization
  • Strategies for tackling fragmented data landscapes and resistance to change
  • Creating customer journeys with seamless communications


Nikhil Anand, SVP, Head of DBS
Tarun Chadha, SVP, Customer and Channel Strategy
Shirley Hung, Everest
Sarah Hoxie, Chief Financial & Accounting Officer, LSC Communications

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