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October 15-18, 2018 | Boston, MA

Agenda Pre-Conference Day

Workshops

8:00 am - 8:15 am Registration

Workshops

8:15 am - 10:45 am Betting Big with Customer Goals
This introduction to service design will give you the practical tools and a solid understanding of core concepts to help you start applying service design across your organization. This is a crash course, starting at the most basic level, and boiling down the often esoteric and abstract concepts of service design into tangible skills. At the end of this workshop, you’ll feel confident in your understanding of service design and armed with a new toolkit to take action in your organization.

Workshops

10:45 am - 11:00 am Registration

Workshops

11:00 am - 1:30 pm How to Pivot Organizational Culture toward Customer Centricity
Dr. Joel Mier - Professor at University of Richmond, Former Head of Customer Experience at Netflix
Effective service design initiatives require going beyond just end-users to include front line staff and design for cultural change. Positive customer experience starts with every employee within your company. Develop a customer-centric strategy to drive repeat business and customer loyalty. Build a roadmap to:

Hire and train new employees with your customers in mind
Strengthen customer-centric behaviors among your company’s leaders
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Dr. Joel Mier

Professor at University of Richmond
Former Head of Customer Experience at Netflix

Workshops

1:30 pm - 1:45 pm Registration

Workshops

1:45 pm - 4:15 pm Keeping-Up with Customer Expectations: Co-Creating Service Experiences for Future Economies
David Chin - Content Strategist/Design+, MURAL
Caitlin Geissler - Director, Product Strategy, Optum
Service design is going primarily digital, evolving faster, trends are quickly changing, and expectations on standards are continuously being raised. Companies must be able to evolve their services & experiences just as fast in order to stay connected and competitive in the digital economy.
 
This workshop will explore digital-first strategies, tools, and tactics you can use to run highly productive remote meetings and Design Thinking sessions.


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David Chin

Content Strategist/Design+
MURAL

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Caitlin Geissler

Director, Product Strategy
Optum

Workshops

5:30 pm - 6:30 pm Welcome Reception

Service Design for Financial Services Focus Day

8:30 am - 8:45 am Chairman Opening Remarks
Shaun Gummere - Vice President of Service Design, Cantina
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Shaun Gummere

Vice President of Service Design
Cantina

Service Design for Financial Services Focus Day

8:45 am - 9:30 am How Can a Strategic Design Function Impact a Financial Services Organization?
Elizabeth Trudeau - Founder and Head of Strategic Design, WellsFargo
Service Design is relatively new. Most FinServ organization are not. What does it take to build out a design practice in the context of a long-standing company? What are the mindsets and ways of working needed at scale?  Hear from Elizabeth Trudeau, Wells Fargo’s Strategic Design leader, as to best practices in gaining clarity and incorporating Service Design organization-wide.
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Elizabeth Trudeau

Founder and Head of Strategic Design
WellsFargo

Service Design for Financial Services Focus Day

9:35 am - 10:20 am Contained Creativity: How to Design through Regulatory Compliance
Krista Siniscarco - Principal Designer, Cantina
Claire Cerda - Product Manager, COIN at John Hancock
Financial regulatory environment is costly and complex however compliance is crucial. How then do we design within those boundaries? The size and scope of most financial organizations adds additional complexity to the design conundrum.
 
In this session explore some simple tips to remain creative while upholding compliance
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Krista Siniscarco

Principal Designer
Cantina

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Claire Cerda

Product Manager
COIN at John Hancock

Service Design for Financial Services Focus Day

10:20 am - 10:40 am Morning Networking Break

Service Design for Financial Services Focus Day

10:40 am - 11:25 am Transform Customer Data into Meaningful Insights for Design
Donna McNeill - Chief Operations Officer, GreenPath Financial Wellness
Nicole Bladzik - Director of Innovation, GreenPath Financial Wellness
Companies are eager to understand the link between culture and organizational performance. Culture is not just about space, open floor plans and fuse ball tables.  Creating a culture where people feel connected drives powerful results and requires intentional effort. 
 
Learn how to transform your culture by creating a powerful vision, engaging your team, and bringing the client to the center of the work to drive game-changing results.  Gain practical insights that can be applied to your company.
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Donna McNeill

Chief Operations Officer
GreenPath Financial Wellness

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Nicole Bladzik

Director of Innovation
GreenPath Financial Wellness

Service Design for Financial Services Focus Day

11:30 am - 12:15 pm Service Safari
Krista Siniscarco - Principal Designer, Cantina
Understanding and collecting data on services is different from traditional research methods. You need to get out into the world, observe, participate, and experience the service first hand. There are several tools to help you with ways of seeing and recording what is happening. In this session we will introduce a few frameworks for observing a service and practice with hands-on experience. This is part one of a two-part session. 
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Krista Siniscarco

Principal Designer
Cantina

Service Design for Financial Services Focus Day

12:20 pm - 1:05 pm Blockchain: “The Internet of Money”
Nick Emmons - Blockchain Engineer, John Hancock
The newest innovation, blockchain, offers a potential new era in financial services. With its global-scale, technology-driven business transformation, some believe it will eventually have an impact equivalent to that of the World Wide Web.However, blockchain has potential pitfalls and is still far from mainstream financial services.Specifically from the perspective of the financial services profession, the opportunities, changes, and implications possible with blockchain are extensive. 
 
This session addresses both the opportunities presented and some key items to consider as your financial services organizations explore blockchain.
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Nick Emmons

Blockchain Engineer
John Hancock

Service Design for Financial Services Focus Day

1:05 pm - 2:05 pm Lunch

Service Design for Financial Services Focus Day

2:10 pm - 2:55 pm Service Experience Audit
Krista Siniscarco - Principal Designer, Cantina
After observing and recording an experience, it is important to debrief and make meaning from your findings. In this session, we will take the notes we collected from the morning service safari, analyze our observations and turn them into action insights we could design against.
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Krista Siniscarco

Principal Designer
Cantina

Service Design for Financial Services Focus Day

3:00 pm - 3:45 pm Designing for Financial Services in 2020 and Beyond
Harlan Kennedy - Founder, Director of Strategy, Orange
Peter Antonelli - Design Director, Orange
By 2020, any operating model you are currently using is probably going to look quite outdated, even if it is serving you well today. The overriding principle is that financial institutions and their IT organizations must be prepared for a world where change is constant and where digital comes first. If the existing platform could be replicated at half the cost, would the logic still apply?  This session explores some thought provoking considerations for the future of design in financial services and how to position your organization to be the FinServ disruptor of the future.
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Harlan Kennedy

Founder, Director of Strategy
Orange

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Peter Antonelli

Design Director
Orange

Service Design for Financial Services Focus Day

3:50 pm - 4:35 pm Finding your Champion for Overcoming Innovation Barriers
Jason Goodwin - Director of Global Innovation Practice & Enablement, LOFT: Lab of Forward Thinking at Manulife/John Hancock
Creating conditions for innovation can be a bumpy road. You can’t go it alone! This session will explore some of the ingredients you need to create a safe place for exploration and the kinds of people to help you along your way. In this session, Jason will discuss personal insights and lessons learned, that might help shed light on what you can do in your world.
 
Why having an opened minded thinker will lead to success
How to bring people together and break the Silo
Creating the right environment and team
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Jason Goodwin

Director of Global Innovation Practice & Enablement
LOFT: Lab of Forward Thinking at Manulife/John Hancock

Service Design for Financial Services Focus Day

4:40 pm - 5:25 pm Design for Good: What’s the Role of Service Design in Financial Inclusion?
Marshall Sitten - Vice President of Communications & Service Design at Citi Community Development, Citi
Financial inclusion has become a leading concern for the financial services industry, because it’s in the long term interest of financial institutions. Less inequality and more access is the focus, all within the operational constraints being faced. Why service design? An approach that’s holistic and is systems focused? Because it’s the ideal way to develop better services for people who have been left behind.

In this session, Marshall will address what’s being done leveraging Service Design to overcome the struggles involving the ones being “left behind” and how to design with empathy.
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Marshall Sitten

Vice President of Communications & Service Design at Citi Community Development
Citi

Service Design for Financial Services Focus Day

5:25 pm - 5:30 pm Conclusion of Focus Day

Service Design for Financial Services Focus Day

5:30 pm - 6:30 pm Offsite Opening Reception