Reshaping Connected Customer Experience (CX) for Financial Services in the Digital Age Using Customer Data Platforms

FSI Dinner

November 16, 2023 - New York, NY

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Visionaries

Wendy Coburn Acxiom
Wendy Coburn

Sr Director, Industry Strategist (Financial Services)

Acxiom

Dinner

Wendy Milks Coburn is a Senior Director, Industry Strategist (Financial Services). A 4 year veteran of Acxiom, Wendy delivers industry insights and trends to clients and ensures solutions are driving the right business outcomes. Prior to Acxiom Wendy worked for TD Bank, leading the Direct to Consumer Center of Excellence for all retail bank products. Wendy started her marketing career at a large direct marketing agency before becoming a client herself as the Director of Marketing with WEX, in Portland Maine. Wendy lives in Kennebunk, ME with her husband, son and a menagerie of pets.
Irene Sibaja Treasure Data, Inc.
Irene Sibaja

Director of Global Partnerships

Treasure Data, Inc.

Dinner

Irene Sibaja is Director of Global Partnerships at Treasure Data, a leading enterprise Consumer Data Platform (CDP) provider. She joined Treasure Data in May 2022 bringing a wealth of experience in retail strategy and data analytics. Irene is passionate about driving amazing customer experiences, and has used this focus to drive innovative ROI solutions across diverse organizations including 7-Eleven, Sam’s Club and NIQ. Irene has an MBA from Harvard Business School and a BA in English Literature from Rice University. Outside of work, she is a self-professed gym junkie, amateur chef and mother of two.
Alma Kondili Wells Fargo
Alma Kondili

Transformation Lead - Technology COO - Platform Applications

Wells Fargo

Shweta Mahajan Bloomberg
Shweta Mahajan

Product Owner, Data Management Lead

Bloomberg

Irene Sibaja (1) Treasure Data
Irene Sibaja

Director of Global Partnerships

Treasure Data

Dinner

Irene Sibaja is Director of Global Partnerships at Treasure Data, a leading enterprise Consumer Data Platform (CDP) provider. She joined Treasure Data in May 2022 bringing a wealth of experience in retail strategy and data analytics. Irene is passionate about driving amazing customer experiences, and has used this focus to drive innovative ROI solutions across diverse organizations including 7-Eleven, Sam’s Club and NIQ. Irene has an MBA from Harvard Business School and a BA in English Literature from Rice University. Outside of work, she is a self-professed gym junkie, amateur chef and mother of two.
Wendy Coburn (1) Acxiom
Wendy Coburn

Sr Director, Industry Strategist (Financial Services)

Acxiom

Dinner

Wendy Milks Coburn is a Senior Director, Industry Strategist (Financial Services). A 4 year veteran of Acxiom, Wendy delivers industry insights and trends to clients and ensures solutions are driving the right business outcomes. Prior to Acxiom Wendy worked for TD Bank, leading the Direct to Consumer Center of Excellence for all retail bank products. Wendy started her marketing career at a large direct marketing agency before becoming a client herself as the Director of Marketing with WEX, in Portland Maine. Wendy lives in Kennebunk, ME with her husband, son and a menagerie of pets.
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Agenda

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All times Eastern Time

6:00 PM-9:30 PM

Reshaping Connected Customer Experience (CX) for Financial Services in the Digital Age Using Customer Data Platforms

To thrive in today’s fast-paced marketplace, financial services companies must leverage complex data to enhance and simplify customer experience. Many Global 2000 companies rely on Treasure Data Enterprise Customer Data Platform to solve these challenges – enabling them to build Customer 360 views, segment customer data, obtain actionable insights, improve marketing efficiencies, and deliver personalized experiences.

The rewards for “getting it right” are substantial – from improving customer loyalty, customer life-time-value, and shareholder value, to decreasing cost-to-serve and enhancing capabilities to compete with non-traditional fintechs (such as Apple) who are disrupting the market.

Attend this exciting event to learn/discuss with industry experts how you can:

  • Recognize the urgency of the challenges to retail banking. 
  • Expand engagement by identifying opportunities to use customer data around your customer’s journeys to expand engagement. 
  • Enhance customer experiences by putting in place the necessary and foundational customer data platform that leverages all the promises of AI.
Wendy Coburn (1) Acxiom
Wendy Coburn

Sr Director, Industry Strategist (Financial Services)

Acxiom

Wendy Milks Coburn is a Senior Director, Industry Strategist (Financial Services). A 4 year veteran of Acxiom, Wendy delivers industry insights and trends to clients and ensures solutions are driving the right business outcomes. Prior to Acxiom Wendy worked for TD Bank, leading the Direct to Consumer Center of Excellence for all retail bank products. Wendy started her marketing career at a large direct marketing agency before becoming a client herself as the Director of Marketing with WEX, in Portland Maine. Wendy lives in Kennebunk, ME with her husband, son and a menagerie of pets.
Irene Sibaja (1) Treasure Data
Irene Sibaja

Director of Global Partnerships

Treasure Data

Irene Sibaja is Director of Global Partnerships at Treasure Data, a leading enterprise Consumer Data Platform (CDP) provider. She joined Treasure Data in May 2022 bringing a wealth of experience in retail strategy and data analytics. Irene is passionate about driving amazing customer experiences, and has used this focus to drive innovative ROI solutions across diverse organizations including 7-Eleven, Sam’s Club and NIQ. Irene has an MBA from Harvard Business School and a BA in English Literature from Rice University. Outside of work, she is a self-professed gym junkie, amateur chef and mother of two.

In Partnership With

Acxiom 2
Amazon Web Services
Treasure Data, Inc.
Become a Sponsor
1707233807460

Attended the C-Vision International CISO Dinner last night and to sum it up in one word, "Wow!" Incredibly well moderated discussion and investigation into different viewpoints. I appreciate the openness of all the attendees to share their unique experiences and perspectives. I learned a lot, had a ton of fun, and look forward to further events like this!

Tory Knapp

Director of Strategic Accounts, IL Enterprise

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Recently updated my "event vendors I will NEVER work with again" list, DM me if you're interested in the names and stories. On the other hand, I want to recommend Nelson Soares and C-Vision International who are true partners to our success, and I really enjoy working with. Happy to also share the great list of vendors we liked, as there are many of them, and we've recently had the pleasure of joining wonderful events, which we immediately renewed.

Lior Yaari

CEO and Co-founder

Martin

The day was awesome and the evening exceeded my wildest expectations. I've never been to a dinner like that where a table with 12 CIOs/CISOs was focused exclusively on Netskope. Just fantastic.
Thank you for including me!
I look forward to the next time we have the opportunity to meet

Martin tePoele

Regional Sales Manager

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I had the pleasure of joining the C-Vision International, Nordics CISO Council Roundtable with a wonderful group of cyber executives. We had a wonderful, insightful conversation and the whole experience was enjoyable. I made great new contacts and reconnected with existing contacts on really important topics that matter to CISO’s and all in cybersecurity. I’d highly recommend joining in any C-Vision event.

Connie McIntosh

Head of Security Assurance & Head of Solution Security

Maarten Ectors

Intimate, immersive experiences provided by a group of individuals always available to support our needs. Fantastic organization and very high-level executives. The promise was delivered!

Maarten Ectors

Chief Innovation Officer

Bjorn Watne

C-vision's events combine relevant topics with a suitable audience. I found great value at my last attendance, and would definitely consider upcoming events.

Bjørn R. Watne

SVP & CISO

Larry Whiteside

A group very focused in bringing diversity to the discussion table

Larry Whiteside Jr.

CISO

Jeff Vinson 1

I love the engaging format of the councils. Very high level discussions and never a sales pitch. The C-Vision staff members are amazing.

Jeffrey Vinson

SVP CISO

Allison Miller

A very warm welcome and interesting speakers. I was very pleased to be among such a dynamic group.

Allison Miller

CISO

Paige Adams

The process was very well organized by C-Vision. Perfect organization, honest and authentic speakers of high level.

Paige Adams

Group CISO