Executive Roundtable: How Finance Leaders Can Transform Digital Content

The financial services industry is built on trust, but outdated policies and financial information scattered across knowledge bases and clunky self-service tools put that trust at risk. Customers expect seamless digital experiences, yet many financial institutions are still battling legacy systems, manual processes and uncertainty around AI.

So how are top financial firms managing massive volumes of sensitive content while ensuring compliance, accuracy and a frictionless customer experience?

Join experts from Best Egg, Marqeta and Adobe to hear how they’ve tackled these challenges head-on—so you can do the same.

What’s on the Agenda?

• Driving Higher Compliance & Lower Risk – How leading financial institutions ensure policies, SOPs and critical documentation are always accurate, up to date and compliant with strict regulations.
• Creating a User-Friendly Self-Service Experience – How financial leaders are improving customer support portals to reduce friction and meet rising digital expectations.
• Empowering Agents with Faster, Smarter Search – How top banks and financial firms ensure internal knowledge bases are always current, easily searchable and ready to support frontline teams.
  
  

So why does this matter?

• 96% of customers will abandon a brand if they experience high-effort resolutions
• 70% of consumers say a consistent experience across channels is key to choosing their primary financial institution
• 75% of customers prefer self-service over contacting support

Accuracy isn’t optional—it’s the foundation of compliance, security and customer loyalty.

Moderated by Tiffany Miller, former SVP and Head of Digital Technology at Fidelity Investments, this panel discussion will arm you with actionable takeaways from the experts who've already cracked the code. Save your spot now!