What to expect from the Finance Transform Digital Experience?
- Discover how other financial services firms have adapted their operations over the past year
- Look into the future and identify the technologies and innovations that will disrupt the sector
- Understand how financial services firms are building on their digital transformation momentum
- Learn how the client and customer experience have changed in the last 18+ months
- Explore the key strategic steps to building operational resilience and agility
- Exchange ideas with other progressive financial services champions, transformational leaders and tech innovators
Hear from keynote speakers with transformational vision and sharp-end experience
Dr Patrick Dixon – Futurist, Author & One of the 20 Most Influential Business Thinkers
Ranked as one of the 20 most influential living business thinkers, Patrick works with global blue chips and governments, providing industry forecasts that shape their strategies. Described as Europe’s leading Futurist, he has authored 16 books including The Future of Almost Everything and is the Chairman of Global Change Ltd. His clients include Bank of America, BNP Paribas and Credit Suisse.
Keynote session:
The next normal: Examining future trends in the financial services sector
Marcus Martinez – Financial Services Expert in EMEA for Microsoft
With over 20 years’ experience working within the financial services sector as both an industry professional and management consultant Marcus provides strategic advice in Open Banking and Digital Innovation in financial services. He has worked for a large number of global banks and FinTechs defining their business and technology strategy.
Keynote session:
The new customer experience – the role of technology in preparing the financial services sector for the future
Mike Hewitt – Transformation Director
A renowned independent Transformation Director, Mike has driven complex change agendas for some of the most recognised brands in financial services for 30+ years. His expertise includes digital delivery, business operations and consulting, from practical leadership to strategic development.
Keynote session:
Talking from experience: Driving transformation in your organisation
Dan Thompson – Data & Insights Director at Xpedition
Dan has over 19 years’ experience in implementing and developing Data and Analytics, cloud based solutions and support across different financial services sectors providing direction to financial services organisations and helping them build effective data strategies.
Keynote session:
Transforming to thrive: Effective strategies for accelerating future success
Keynote sessions:
The next normal: Examining future trends in the financial services sector
Speaker: Dr Patrick Dixon
The new customer experience – the role of technology in preparing the financial services sector for the future
Speaker: Marcus Martinez
Transforming to thrive: Effective strategies for accelerating future success
Speakers: Ben Revill and Dan Thompson
Talking from experience: Driving transformation in your organisation
Panel: Ben Revill (host), Mike Hewitt, Dr Patrick Dixon, Marcus Martinez, Dan Thompson
Finance Transform Playbook
The importance of building operational resilience for now and for the future
Download now
About Xpedition
Xpedition is widely respected in the Microsoft partner community for its depth of Dynamics implementation expertise with a team that includes some of the industry’s longest-serving consultants. Our reputation for quality implementations, principally for financial services firms, is now reflected in a portfolio of financial services apps to complement our FS sector-specific competencies.
Adopt Microsoft Copilot next-gen AI to personalise customer experiences and accelerate revenue
Comprehensive PE portfolio insight for Deutsche Beteiligungs
A comprehensive, real-time PE portfolio insight for leading private equity firm, Deutsche Beteiligungs AG
Oakley Capital: Specialised Deal & Investor Focused Private Equity CRM
Xpedition was the partner of choice for leading private equity firm Oakley Capital. Discover the story behind the delivery of a powerful deal and investor relations focused CRM solution. Learn why leading private equity firm, Oakley Capital, chose Xpedition to deploy a class-leading, deal and investor focused CRM featuring secure, full-featured mobile access The Challenge:…
A powerful, comprehensive customer-centric system for The Openwork Partnership
Background The Openwork Partnership is one of the largest financial advice businesses in the UK. The group comprises over 650 advice firms, ranging from a few staff in a single office through to multi-branch firms with over a hundred staff. Firms across the network offer a range of services and specialisms, from investments and…
trusted by
