Charlotte Financial Services Leaders Dinner
March 28th, 2019
SINC invites you to the upcoming FSI Leaders Dinner in Charlotte on March 28th, 2019 at Del Frisco's Double Eagle located at 4725 Piedmont Row Drive, Suite 170, Charlotte, North Carolina 28210.
The goal of the dinner will be to foster great relationships among new peers in the Charlotte Financial Services, IT, and Line of Business communities, all while enjoying education, open discussion on progressing IT and business strategy and delicious food and wine.
Charlotte Financial Services Leaders Dinner Agenda
March 28th, 2019
Arrival (Refreshments available)
Introduction (10 minutes)
The peer executive will engage the audience for brief introductions and discuss the format and key take aways from the guided interactive conversation and dinner discussion.
Guided Interactive Conversation (35 minutes)
KPMG & Microsoft — Give Em What They Want: Delight Customers And Build Relationships With Exceptional Experiences in Commercial Banking and other B2B and B2B2C sectors
Financial Services Companies that understand the market changes they face are better equipped to overcome them. In alliance with Microsoft, KPMG is helping Financial Services companies think differently about deepening client relationships, capturing CRM data, developing better market insights, and driving growth by increasing sales and providing world class service. Organizations that align their sales and service functions with these challenges empower their teams to improve customer experiences, ultimately adding value not only to customers and prospects, but also to the organization’s top and bottom lines. We’ll discuss these issues, as well as how companies can optimize their customer interactions by using data and analytics, and emerging cognitive technologies like artificial intelligence and machine learning.
Jesse Loscalzo, KPMG Dynamics CRM Global Center of Excellence Leader, and US CRM Leader for KPMG’s alliance with Microsoft
Walker Ellis, Senior Sales Leader at Microsoft
Open Dialogue Conversation (45 minutes)
This portion of the discussion will open the topics up to the audience. This will serve to learn the best practices that have been applied in real world scenarios from the group of leaders that have gathered for the dinner.
Dinner service by Del Frisco's Double Eagle Steakhouse
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