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Wednesday, March 25, 2026
Fintech Meetup | FFNews

25th February 2016: Rant & Rave: Customer Experience in Financial Services

2nd annual breakfast briefing – creating emotional engagement

Following on from last year’s theme, ‘the emotion of the silent majority’, this year will focus on ‘emotional engagement‘ and how we can create sentiment-driven businesses.

Join senior execs from the UK’s top financial institutions in discussing the future of customer engagement – while enjoying a full english breakfast over stunning views of the city. This year’s briefing will be covered by FinTech Finance.

I thought the event was excellent. It was so refreshing to hear that the journey that I am on currently with my strategy is in line with what the speakers were saying, and it was useful to pick up new phrases and snippets of how to convey this.”
– Customer Experience Director, John Lewis Financial Services

This year the event will cover the following topics:

  • Why creating emotional engagement could help you retain and win customers
  • How to capture and action sentiment throughout your business
  • Why adding sentiment to Salesforce will help you deliver personal, relevant and timely engagement
  • How to create a communication strategy that connects emotionally with your customers & employees

The event will also feature live polls and debate

Hear from expert speakers:

  • Jason Sharpe, Former Customer Service Director at First Direct
  • Jeremy Waite, Head of Digital Strategy, EMEA @Salesforce Marketing Cloud

It was great to speak at the inaugural briefing, it was good to see so many finance professionals come together to discuss the importance of customer experience. I’m already excited to see what next year’s session will be covering.”
– Merlin Stone, CRM Author and Professor

Time: 8:00 – 10:30

Location: Altitude London 30 Millbank, London, SW1P 4RS

https://www.eventbrite.co.uk/e/customer-engagement-in-financial-services-tickets-20857816290

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