On-Demand Webinar | 3 Ways to Transform Your Customer Experience

Watch this on-demand webinar to hear contact center analyst Sheila McGee-Smith, Talkdesk’s VP of Financial Services Strategy, Cory Haynes and Airkit’s Co-Founder and CEO, Stephen Ehikian, discuss the latest trends shaping CX for financial services. Now is the time to accelerate your organization’s digital transformation journey with solutions that allow you to augment voice with digital-first experiences triggered from your contact center—no developers or engineering time required.

Here are some of the use case examples they discuss:
  • Accelerating sales and customer onboarding by automating forms and improving sales connect rates.
  • Improving customer satisfaction with modern and hyper-personalized self-service interactions that solve customer issues.
  • Decreasing agent workload through customer or agent-initiated self-service journeys that span siloed systems and channel.

Meet the Speakers

Sheila McGee-Smith, McGee-Smith Analytics

Sheila is a leading communications industry analyst and strategic consultant focused on the contact center and enterprise communications markets. She has spent 30 years in the communications industry, including 12 years as an industry analyst with The Pelorus Group. Early in her career, she held sales management, market research and product management positions at AT&T, Timeplex, and Dun & Bradstreet. Sheila serves as the Contact Center Track Chair for Enterprise Connect.

Cory Haynes, Talkdesk

Cory leads the Talkdesk financial services strategy team focused on thought leadership and market solutions for banking, insurance, payments and wealth management. Before Talkdesk, Cory led the digital transformation and robo-advisor initiative for TIAA's global asset management and advisory business. He also led BNPP strategy team for global commercial and retail lending digital transformation. Cory still holds his FINRA Series 7, 66 licenses.

Stephen Ehikian, Airkit

Stephen is the Co-Founder & CEO at Airkit. He was formerly the VP of Product at Salesforce and COO/CFO at SalesforceIQ, which was called RelateIQ until Salesforce acquired the company in 2014. SalesforceIQ pioneered the creation of Relationship Intelligence technology, which drives more efficient and effective sales teams.