Achieving an Optimal

Omnichannel
Experience

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Complimentary BAI Webinar presented by:

RECORDED: March 20, 2019
TIME: 1:00 - 1:30 PM CT

Great customer experience (CX) is built on a foundation of delivering personalized and relevant interactions across all channels. The challenge for financial institutions is making this a reality. Advanced technologies, like Artificial Intelligence (AI), are supporting better CX success.

Join us for this complimentary BAI webinar and learn how AI helps financial services organizations deliver smart, relevant, and personalized customer experiences. Our industry experts will share their insights and perspectives on how your organization can harness AI's power to create exceptional omnichannel CX.

Discussion will include:

  • Lori Bieda from BMO sharing her AI customer story and insights as a practitioner
  • How you can successfully employ AI to create better CX and gain competitive advantage
  • Recent research insights on customer expectations, revealing gaps and opportunities

PRESENTERS:

Lori Bieda
Head, Analytics and Data Centre of Excellence
BMO

Lori Bieda is the Head, Analytics & Data Center of Excellence, Personal and Business Banking at BMO Financial Group with over 20+ years experience driving profitable business growth through strategic use of data and analytics. Lori started in the marketing service provider sector at top tier agencies like Ogilvy1, Rapp Collins and KnowledgeBase Marketing. She later held progressively senior positions with top tier Canadian banks such as CIBC and TD Bank. Prior to BMO, she was the Executive Lead of Customer Intelligence across the Americas at SAS.

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Holly Hughes
Chief Marketing Officer
BAI

Holly leads strategic marketing planning and execution for BAI. She joined BAI in 2014, bringing with her more than 20 years of marketing experience across diverse industries. Most recently, she served as Senior Vice President & Marketing Director for Fifth Third Bank.


Monica Hovsepian
Global Industry Strategist – Financial Services
OpenText

Monica Hovsepian is the Global Industry Strategist for Financial Services at OpenText. With more than two decades of financial industry experience, Monica has become a trusted subject matter expert in the Financial Services Industry, having worked with numerous large and international banks in North America, Europe and Asia.


Zachary Jarvinen
Product Marketing Director, AI & Analytics
OpenText

Zachary leads Product Marketing for Artificial Intelligence at OpenText.  Prior to this, he ran marketing at for a Data Analytics company that reached #87 on the Inc 5000, was a part of the Obama Digital Team in 2008, and is a polyglot with an MBA/MSc from UCLA and the London School of Economics.