Track 1: Customer Experience

To build a path to improved financial health, there’s only one place to start: the customer. Hear from speakers leveraging products, communication and UX design in new ways to enhance customer experience and support financial well-being.

2:00 — 2:45 PM

Retirement Redux: Innovations for Senior Financial Health

The last few years have seen an explosion in robo-advising solutions and companies, designed to help those saving for retirement and other long-term goals achieve greater returns automatically. At the same time, rates of elder poverty in America are rising dramatically, with dire predictions of what will happen to this large population. As American seniors struggle to navigate their financial lives successfully, it begs the question: Are we innovating in the right place? In this session, a panel of industry experts will discuss innovations with the potential to solve the most pressing financial needs of today’s seniors – both before and during retirement.

3:00 — 3:45 PM

Leveraging the College Moment to Engage with Students

More than ever, students are struggling with their financial health. From paying for rising tuition costs to paycheck-by-paycheck living in college, and finally tackling student debt while building a financial foothold as they transition to the workplace, this consumer segment faces a unique set of challenges. In this session, we’ll hear from innovators leveraging the college touchpoint as a powerful opportunity to engage with students and graduates and deliver the tools to help them meet their financial goals.

4:00 — 4:45 PM

Deploying Design Thinking to Build Better Financial Products

How are providers using the latest human-centered design strategies to identify and fulfill their customers’ needs? Whether it’s building a savings cushion or promoting the responsible use of credit, this panel of industry leaders will share what they’ve learned while designing the next generation of financial products.

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