Exceptional Customer Service

Business Process Excellence for Financial Services Online

Maximize Your Competitive Value Through the Power of Process Excellence: Agility, Efficiency and Strategy

How are you dealing with the rising impact of knowledge workers and globalization on your process improvement goals? Join Connie Moore for this interactive panel that will share best practices for delivering exceptional customer-centric service with business process and case management. The session will include a successful process transformation case study from Citi, lessons learned about workflow improvement challenges, as well as role-oriented techniques that effectively align IT, executive stakeholders and process participants.

Register below to view the on-demand replay: Deliver Exceptional Customer Service

Panelists:
Robert Smuk, North America Operations Head for Securities Fund Services -and- President & CEO, Citigroup Fund Services Canada, Citi
Connie Moore, Vice President, Forrester Research
Tom Shepherd, Director of Case Management, Global 360

Panelists

Citi_Robert Smuk headshot Robert Smuk
North America Operations Head for Securities Fund Services -and- President & CEO,
Citigroup Fund Services Canada, Citi

Connie Moore Forrester Headshot Connie Moore
Vice President
Forrester Research

Tom Shepherd headshot web
Tom Shepherd
Director of Case Management
Global 360