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Reimagining the financial services customer experience

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December 14, 2017 @ 10:00 am - 12:00 pm PST

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In this webinar Jon Meyer from CAPTRUST Financial Advisors and Sunayna Tuteja from TD Ameritrade will share how their financial institutions are reinventing themselves to meet customer, regulatory and shareholder mandates. They will discuss how the emerging digital transformation in the financial services industry will impact the ability of financial institutions to survive and thrive. They will also explore how financial institutions can reimagine the client experience and deliver value through real-time insights and more relevant offers by engaging clients in natural, highly personal, and innovative ways helping to drive increased relevance, loyalty, and profitability.


Speaker portrait photograph

Cristin Clark
Global Industry Product Marketing Manager,
Microsoft Corporation
Speaker portrait photograph

Jon Meyer
Chief Technology Officer,
CAPTRUST Financial Advisors



December 14, 2017
10:00 am - 12:00 pm
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