Brandon Mayo | Head of Innovation & Experimentation
Nordea Wealth Management

Wealth 2.0 Day 1 - 28th November 2018 @ 17:00

Supporting the customer journey and client 'sticking' through technology usability

• Starting with onboarding: Exploring new tools and technologies to attract new demographics and maintain a competitive edge
• What are the most attractive interfaces for our individual customer demographics?
• How can we pace our digital innovations and stay pertinent alongside the fact-paced changes in smartphone tech?
• Once our customers are hooked, how do we keep them there?

Moderator: Doug Roerden, Head of Experience Design, Doug Roerden Design

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Doug Roerden / Supporting the customer journey and client 'sticking' through technology usability

Doug Roerden, Head of Experience Design,
Doug Roerden Design

Doug Roerden is an innovative and adaptable experience design leader and coach, driving human-centric digital offerings from vision to reality, using applied curiosity, design thinking, and design strategy. Former Vice President for User Experience Design at Fidelity Investments, Doug collaborated...

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Conny Dorrestijn, Founding Partner, Bankifi

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Conny Dorrestijn / Supporting the customer journey and client 'sticking' through technology usability

Conny Dorrestijn, Founding Partner,
Bankifi

“To BankiFi is an end-to-end game: open banking imagination, selection and co-development of BankiFi multi-data consent driven platform and (revenue generating) business solutions, testing in a real-life ConsentBox before going  live in the Open Banking world and if needed supported by a go live...

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Andrew Morrison, Head of Client Experience Enablement, Aviva Investors

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Andrew Morrison / Supporting the customer journey and client 'sticking' through technology usability

Andrew Morrison, Head of Client Experience Enablement,
Aviva Investors

ANDREW MORRISONCLIENT EXPERIENCE (CX) – AVIVA INVESTORS Joined Aviva Investors: 2012Main responsibilitiesAndrew leads the design and implementation of best practice across key touchpoints on the Institutional and Wholesale client journeys. Achievements to date include developing a CX...

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Rod Sayegh, Senior Vice President of Wealth Digital, Desktop, & Innovation, Wells Fargo Wealth Management

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Rod Sayegh / Supporting the customer journey and client 'sticking' through technology usability

Rod Sayegh, Senior Vice President of Wealth Digital, Desktop, & Innovation,
Wells Fargo Wealth Management

Rod is a product management manager for Wells Fargo Wealth Management. Mr. Sayegh manages the client online experience on wellsfargo.com, team member digital experience, mobile advisor, and emerging technologies within Wealth Management Services.Rod is a nearly 20-year-veteran of Wells...

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Brandon Mayo, Head of Innovation & Experimentation, Nordea Wealth Management

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Brandon Mayo / Supporting the customer journey and client 'sticking' through technology usability

Brandon Mayo, Head of Innovation & Experimentation,
Nordea Wealth Management

Brandon Mayo is passionate about people, technology, transforming the financial services sector, and delivering great customer experiences. He has worked within various parts of Nordea Wealth Management for 10 years developing solutions and services for institutional asset management, the fund...

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Mohammed Marikar, Director, Intelligence & Automation, RBC Wealth Management

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Mohammed Marikar / Supporting the customer journey and client 'sticking' through technology usability

Mohammed Marikar, Director, Intelligence & Automation,
RBC Wealth Management

Mohammed leads RBC Wealth Management’s global Artificial Intelligence programme, as well as RBC’s Applied A.I. Lab in London. His team works on practical applications of cognitive computing in RBC’s day-to-day business. He started his financial career in 2004 as a trainee with UBS Investment Bank...

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