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Transforming Customer Experience with Data

About this event

Delivering seamless, more personalised customer interactions is no small task. Take a look at how a strong data culture combined with a robust data analytics strategy can help drive loyalty and trust, and meet customer expectation.

In today's digital world, customers expect banks to connect all the dots and deliver digital first experiences that are seamless, personal, and yes, delightful.

This 60min exploration will explore how you can maximise your data to:

  • Better understand your customer
  • Increase retention
  • Optimise omni-channel experiences that your customers have come to expect.

Customers are looking for more personalised product and service offerings, and research shows that bank customers are now more open to having their data used to create relevant services and products. This presents banks with an exciting opportunity - to foster closer customer relationships and deliver more innovative tailored products.

But how do we deliver on this new customer imperative? How do we bridge that gap between the personalisation goal and the execution? We know that data is the key to understanding your customers, but data alone isn’t enough to improve customer experiences. You need to collect, curate, organise, analyse, and share that data. And you need your entire company to base their day-to-day decisions on it.

Join Tableau as we discuss how data and analytics are critical to serve customers in a digital-first world.

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Hosted by

  • Guest speaker
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    Cath Gullo Regional Vice President, Financial Services @ Tableau

    As a customer advocate with over 22 years of experience, Cath has spent her career in client facing roles where she has maintained a deep focus on client relationships and bringing teams together for the common purpose of the customer. Cath has a deep passion for developing and nurturing talent. She is equally as passionate and a strong advocate as a Diversity & Inclusion ambassador. Cath leads a team of talented individuals working alongside clients across the Financial Services Industry, where the world’s leading analytics platform, Tableau, meets the world’s #1 most trusted customer relationship platform Salesforce, bringing artificial intelligence to everyone. Designed for the individual, Scaled for the enterprise, Tableau helps people see and understand data. Our visual analytics platform is transforming the way people use data to solve problems and why organisations of all sizes trust Tableau to help them be more data-driven.

  • Guest speaker
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    Keya Mukherjee Head of Wealth & Business Banking Analytics @ Macquarie Bank

  • Guest speaker
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    Dan Egbert Director, Business Value Services @ Tableau

  • Guest speaker
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    Simon Burt Head of digital innovation & CX @ Newcastle Permanent

    Simon Burt is the Head of Digital Customer Experience and Innovation at Newcastle Permanent Building Society. Since joining the company from American Express in 2007, he has risen taken on many roles, including Transformation Lead and Head of Transformation. Simon keeps his finger on the pulse with developments in global financial services innovation and is regarded as an expert in this field.

  • Guest speaker
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    Keya Mukherjee Head of Wealth & Business Banking Analytics @ Macquarie Bank

    Keya Mukherjee joined Macquarie’s Banking and Financial Services division in 2022, taking on the position of Wealth Product Owner in Data and Analytics. In her current role as the Wealth & Business Banking Product Owner, she focusses on enabling data driven strategies fueled by powerful insights into client behaviour. Throughout her career, Keya has leveraged the power of data and advanced analytics to help drive key business decisions impacting revenues and cost. With more than 16 years of experience in this field, she has worked across a broad set of industries , including retail, media, telecommunications and finance , spanning a diverse set of markets. In her varied roles, Keya has thrived on breaking data silos to connect the dots and build a simple story. Keya’s academic career includes Economics Master’s degree from JNU Delhi.

FST Media

where the market meets

FST Media & FST Government produces successful technology events and industry insights for financial services and government sectors across Asia Pacific.