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September 9-11, 2024 | Charlotte, NC


 * HOME
 * AGENDA
 * SPEAKERS
 * SPONSORS
 * AWARDS
 * VENUE
 * NEWS
 * REGISTER


September 9-11, 2024 | Charlotte


 * HOME
 * AGENDA
 * SPEAKERS
 * SPONSORS
 * AWARDS
 * VENUE
 * NEWS
 * REGISTER


September 9-11, 2024 | Charlotte

 * HOME
 * AGENDA
 * SPEAKERS
 * SPONSORS
 * AWARDS
 * VENUE
 * NEWS
 * REGISTER


 * HOME
 * AGENDA
 * SPEAKERS
 * SPONSORS
 * AWARDS
 * VENUE
 * NEWS
 * REGISTER



 * HOME
 * AGENDA
 * SPEAKERS
 * SPONSORS
 * AWARDS
 * VENUE
 * NEWS
 * REGISTER

 * HOME
 * AGENDA
 * SPEAKERS
 * SPONSORS
 * AWARDS
 * VENUE
 * NEWS
 * REGISTER

ONE BADGE. TWO EVENTS.



Bank Customer Experience (BCX) Summit will be co-located with the Interactive
Customer Experience (ICX) Summit. Below is a combined agenda for the two events.

Attendees are welcome to participate in any session on this agenda.







AGENDA



FULL COMBINED AGENDA FOR ICX SUMMIT & BCX SUMMIT


Printable Agenda





MONDAY // SEPTEMBER 9, 2024

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12:00 p.m. | Registration and Tech Pavilion Open

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1:00 p.m. | Offsite Event


CUSTOMER EXPERIENCE TOURS

Join us as we explore retail locations in Charlotte that offer state-of-the-art
customer experiences.

 * Tour 1: Honeywell’s Customer Experience Center (CXC) Honeywell’s Customer
   Experience Center (CXC) truly demonstrates everything that Honeywell has to
   offer – by really showing their many solutions in action. With a full
   spectrum of immersive and interactive technologies, their CXC utilizes the
   Hyro platform to show Honeywells numerous ‘invisible’ products in action. It
   makes the unseen, truly visible. 

 

Tours will depart at 12:45 p.m. Please meet near registration no later than
12:40 p.m.



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3:30 p.m. | Exhibits


TECH PAVILION

Spend some time in our tech pavilion, where you'll learn about products and
services dedicated to improving your company's operations.


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5:00 p.m. | Welcome & Opening Remarks

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5:10 p.m. | Opening Keynote


ON THE RECORD WITH GEN Z EMPLOYEES

Most retailers aren’t going to run their businesses without a little help from
Gen Z (ages 11-13), and this generation is quite different than all of those who
came before them.

This live focus group will feature teenagers discussing not only favorite brands
and buying habits, but also what they are looking for in employment
opportunities and future careers.



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6:00 p.m. | Networking Event


OPENING RECEPTION

Get to know the other attendees during our cocktail hour which includes live
music and appetizers.


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TUESDAY // SEPTEMBER 10, 2024

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7:30 a.m. | Registration & Breakfast

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8:00 a.m. | Keynote Session


SESSION TOPIC – COMING SOON!



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8:45 a.m. | Tech Pavilion Break

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9:15 a.m. | ICX Summit


HANDS OFF: AUTONOMOUS STORES ARE HERE TO STAY

As consumers become more comfortable with human-free stores, such as Amazon Go’s
Walk Out technology, retailers are implementing autonomous stores to cut wait
times and shrinkage while also optimizing labor, improving inventory control and
boosting growth and profitability.

It’s not an easy transformation, however, and many fail when leadership doesn’t
account for technology readiness or have an understanding of demographic factors
that may stand in the way of successes. They may even fear security breaches,
losing control and eliminating the human touch.

This session teaches retailers how to stay relevant by meeting customer demands
and transforming and generating higher profits.

9:15 a.m. | BCX Summit


USING FINANCIAL EDUCATION AS A MARKETING, ENGAGEMENT TOOL

Consumers don’t go to bank branches for basic services anymore. Instead, their
primary motive is guidance for big financial decisions, such as mortgages, car
loans and retirement. As a result, banks have rethought their branch strategies
to accommodate more financial education.

In this panel, experts will share tactics to create an impactful financial
education program for both regular customers and the financially underserved.

Panelist:
 * Namrata Yadav | Academy Executive for Community Advancement | Bank of America


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10:00 a.m. | Tech Pavilion Break

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10:15 a.m. | ICX Summit


LISTEN UP: TAPPING CUSTOMER FEEDBACK TO IMPROVE YOUR BUSINESS

This panel discussion will focus on how to collect and use customer feedback to
improve your business. Panelists will discuss the different ways to collect
feedback from customers, and how to use that feedback to make meaningful changes
to your products, services, and operations.
10:15 a.m. | BCX Summit


HOW TO MEET BANKING REGULATIONS WHILE DELIVERING IMPACTFUL CX

Banks have to comply with a variety of regulations, including anti-money
laundering and “know your customer” laws. However, regulatory concerns can often
impact adoption of better customer experience initiatives.

Experts will address how banks can balance KYC regulations while improving the
customer experience. 

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11:00 a.m. | Tech Pavilion Break

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11:30 a.m. | ICX Summit


ENSURING A SAFER RETAIL EXPERIENCE FOR ASSOCIATES AND SHOPPERS

Retail associate safety is a critical focus for retailers given the rise of
safety incidents in stores in 2023 and this year. A recent study reveals two out
of three associates are somewhat concerned for their personal safety at work.

Discover what retailers can do to alleviate and eliminate the safety concern and
take the safety worry off both the associate’s mind and store management's
minds. One strategy is technology that can make both store workers and managers
better aware of safety threats, identify illicit shopper behavior, and
communicate quickly before an incident occurs

11:30 a.m. | BCX Summit


IDEAS AND INNOVATION FOR A BETTER RETAIL BANKING EXPERIENCE

Retail banking is in a flux state, as some banks have cut back on branches,
while others are expanding branch presence. Meanwhile, there is a major push to
transform branches from transactional spaces to ones that primarily offer
financial advice. But how can banks create these new and improved retail banking
spaces?

Panelists will share insight into practical ideas that can deliver innovative
experiences.

Panelist:
 * Prakash Paudel | Head of Transaction Banking Sales & Business | Global IME
   Bank


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12:15 p.m. | Lunch & Learn


SESSION TOPIC – COMING SOON!

Sponsored by DPL

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1:15 p.m. | ICX Summit


MUSIC IN THE RETAIL SHOPPING ENVIRONMENT

A hefty number, 85%,of shoppers say branded music creates a pleasant in-store
experience. And while the sound of music can play an inspirational role when it
comes to shopping, it’s a strategy not to be left to a store manager’s iPod play
list.

Discover the best approaches to music play, what motivates and what doesn’t and
why it can be an effective, and very inexpensive customer experience tool.

1:15 p.m. | BCX Summit


WHY BANKS ARE FINALLY EMBRACING INTERACTIVE DIGITAL SIGNAGE

Bank branches are experiencing a major period of innovation and adjustment. As
banks reconsider their branch strategies, one technology they are relying on
more is interactive digital signage. With digital signage, banks can provide
useful information and help guide customers to the right place and person to
see.

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1:45 p.m. | Tech Pavilion Break

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2:15 p.m. | ICX Summit


THE RISE OF THE VIRTUAL AVATAR AND OTHER AUTONOMOUS TOOLS

AI is a big deal, but many often only consider Generative AI leaving behind
other tools that should be considered. For example, we are beginning to see the
rise of the virtual avatar which can answer customer questions and form a
virtual connection with customers.

There are also other autonomous tools on the horizon which will revolutionize
decisioning, data management and much more. This panel will help you fill your
digital toolbox. 

2:15 p.m. | BCX Summit


SESSION TOPIC – COMING SOON!

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3:00 p.m. | Tech Pavilion Break

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3:30 p.m. | ICX Summit


GOING, GOING, GONE DIGITAL

Retail isn’t happening in physical storefronts or online anymore. It’s happening
via social media channels (TikTok being the latest) and now it’s popping up via
kiosks and the old standby – the app.

Learn why restaurants and brands are running fast with this strategy, the ROI
being achieved and how to expand via digital to reach more consumers where they
are.

3:30 p.m. | BCX Summit


SESSION TOPIC – COMING SOON!

--------------------------------------------------------------------------------

4:15 p.m. | Tech Pavilion Break

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4:30 p.m. | General Session


PROVE YOUR CASE!

Operators hear pitches all the time about products and services that will grow
their business, but where’s the proof? We’ve got it right here.

This session includes four 15-minute presentations, each featuring one vendor
and one operator sharing the how, when and ROI behind recent rollouts.



--------------------------------------------------------------------------------

5:30 p.m. | Awards Presentation


ELEVATE & BCX AWARDS

Help us honor several retailers and vendors that have created or implemented
technologies that elevate the customer experience.

BCX Awards

The BCX Awards honor the most unique, innovative and pioneering financial
institutions and technology providers whose branches and technologies are having
the most impact on consumers.

Elevate Awards

The ICX Association Elevate Awards honor the individuals and organizations that
are pacesetters in using technology to elevate the customer experience.

Hosts:
 * Cherryh Cansler | Vice President of Events | Networld Media Group
 * Bradley Cooper | Editor | ATM Marketplace




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6:00 p.m. | Networking Event


COCKTAIL RECEPTION & DINNER PARTY

Join us for an evening of cocktails and dinner.

Free to all attendees, speakers and sponsors.



--------------------------------------------------------------------------------



WEDNESDAY // SEPTEMBER 11, 2024

--------------------------------------------------------------------------------

8:15 a.m. | Breakfast

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8:45 a.m. | Keynote Session


UNLEASHING THE RETAIL SOCIAL BEAST: CONTENT & CX STRATEGIES THAT BITE

In her dynamic keynote, Regina DeMars, director of Content Marketing & Social
Media of the First National Bank of Omaha, unveils cutting-edge strategies for
turning clicks into customers. Learn from real-life case studies showcasing how:

 * Compelling content fuels sales: Discover how targeted content drives leads
   and conversions across diverse business segments.
 * Unboxing experiences ignite engagement: Dive into the art of creating
   unforgettable brand interactions using "Unboxing Concepts".
 * TikTok & Social Engagement boost local businesses: See how a "Be Kind"
   campaign used social media to create cost-effective, interactive experiences.
 * Turning reviews into raving fans: Learn how responding to reviews builds
   brand trust and customer satisfaction.


Walk away with actionable tips and tricks to:

 * Craft content that captivates your audience.
 * Leverage social media platforms for maximum impact.
 * Create unforgettable customer experiences.
 * Build brand loyalty and drive sales.

Keynote Speaker:
 * Regina DeMars | Director of Content Marketing & Social Media Strategy | First
   National Bank of Omaha


Keynote Speaker

Regina DeMars
Director of Content Marketing & Social Media Strategy
First National Bank of Omaha


--------------------------------------------------------------------------------

9:30 a.m. | Tech Pavilion Break

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9:45 a.m. | General Session


BUILDING CUSTOMER LOYALTY WITH REWARDS THAT MATTER

A majority of customers want loyalty programs that give them tangible rewards
for shopping. However, not every industry has been as quick to adopt loyalty
programs.

This panel of experts  will discuss how to effectively deploy a loyalty program
and provide rewards that build customer loyalty across all channels.



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10:30 a.m. | Tech Pavilion Break

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10:45 a.m. | General Session


BALANCING HUMAN TOUCH AND AI

AI is the hottest topic in nearly every industry from banking to restaurants,
but concerns over accuracy, labor issues and data security are also top of mind.
Truly innovative companies, however, know they must embrace AI while keeping the
human touch.

In this panel, bankers, retailers and restaurants will offer tactics on
balancing AI adoption with the human element.

Panelist:
 * Chris King | CEO | Monster Entertainment




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11:30 a.m. | Lunch & Learn


SESSION TOPIC – COMING SOON!

--------------------------------------------------------------------------------

12:30 p.m. | General Session


HOW TO MAKE YOUR STORE WELCOMING FOR ALL CUSTOMERS

This panel discussion will focus on how to create a more inclusive customer
experience. Panelists will discuss the importance of inclusivity, and how brands
can make their stores more welcoming for all customers, regardless of their
background.


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1:15 p.m. | Tech Pavilion Break

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1:30 p.m. | General Session


CX ROUNDTABLE: EXECUTIVE PREDICTIONS

As we wrap up the Summit, this heavy-hitter panel of industry thought leaders
will comment on a variety of topics when it comes to improving the customer
experience.


--------------------------------------------------------------------------------

2:15 p.m. | Summits adjourn

--------------------------------------------------------------------------------


View 2023 Agenda

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ABOUT

Digitally minded consumers are forcing financial institutions to rethink the way
they do business. These consumers want to bank when and how it suits them.
Financial institutions must innovate quickly to keep up with consumer demands
and to respond to challenges from non-traditional competitors.

Bank Customer Experience (BCX) Summit will provide bank executives with powerful
insights on these trends and highlight innovative technology to help today’s
financial institutions transform themselves to serve consumers now and into the
future.






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