Beyond 2020: CX Challenges Financial Institutions Will Continue to Face

Webinar @ 2pm EST
October 29, 2020

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Beyond 2020: CX Challenges Financial Institutions Will Continue to Face


2020 has been a year of unexpected business challenges with financial sector leaders tackling some of the toughest hurdles. Authentication and security, cost-effective omnichannel customer service, usability, timely and secure delivery of notifications are just a few issues made more complex this year.

We’ll look into some of these recent industry trends and answer the most common questions we hear at Hiya:

• How is the voice channel retaining prominence in the digital world?
• How has customer experience been impacted by unwanted robocalls?
• How will STIR/SHAKEN regulation affect businesses and how do you prepare?
• What steps can you take to allow legitimate spoofing while stopping or mitigating fraudulent spoofing?

Join Hiya as we examine these issues and discuss how institutions can deliver a quality secure customer experience, grow and retain their customer base, and reduce risk to the business in 2020 and beyond.

Sponsored by

Current as of October 23, 2020

2:00pm EST

Jon Aumann, Senior Sales Engineer, Hiya
Jon has successfully lived almost every role there is in the CX World, over the last 28 years, this includes everything from an agent, a supervisor, and running a multi-site contact center. Jon led worldwide sales engineering at NICE in Contact for 8 ½ years and then led solution consulting at Genesys in the Central US for almost 7 years before recently joining Hiya in July of 2020.

Stephen Shepherd, Client Executive, Strategic Relationships, Hiya
Stephen is responsible for building and managing strategic customer relationships at Hiya. An accomplished entrepreneur and sales leader, Stephen has extensive experience with information services, SaaS, and on-premise platform companies. Stephen is extremely well-versed in the financial services business, understanding the intricacies of both the business and regulatory hurdles facing companies in this industry.

etc.venues 360 Madison
360 Madison Ave, New York, NY 10017


Beyond 2020: CX Challenges Financial Institutions Will Continue to Face
Thursday, October 29, 2020
2pm EST

Sponsored by

To learn more, call or email us.
(212) 532-9898 ext 244
  • Accountants
  • Actuarial firms
  • Alternative Investments
  • Angel Investors
  • Attorneys
  • Blockchain
  • Broker Dealers
  • Cannabis
  • Consultants
  • Corporate Pension Plans – Trustee, Administrators, Commissioners, Staff
  • Direct Investors
  • Directors of Investments
  • Directors of Manager Selection
  • Emerging and Frontier Markets
  • Emerging Managers
  • Endowments
  • Family Offices
  • Foundations
  • Fund of Funds
  • High Net Worth Individuals
  • Impact Investing
  • Industry Service Providers
  • Infrastructure Based Fund Managers
  • Insurance Companies
  • International Markets
  • Investment Banks
  • Investment Research
  • Mortgage Lenders
  • Non-correlated Investments
  • Portfolio Analysts
  • Portfolio Managers
  • Private Debt/ Credit
  • Private Equity
  • Public Pension Plans/ Plan Sponsors – Trustee, Administrators, Commissioners, Staff
  • Real Estate Developers
  • Real Estate Managers
  • Registered Investment Advisors
  • Sovereign Wealth Funds
  • Taft Hartley Reps – Trustee, Administrators, Commissioners, Staff
  • The real estate tax lien asset class.

  • Sourcing tax liens and performing pre-acquisition due diligence.

  • Best practices for servicing tax lien portfolios.

  • Exiting tax lien portfolios via foreclosure and workouts.

  • Opportunistic value add and other return-enhancing strategies.

  • Customer Service Manager (CSM)
  • Customer Success Manager
  • Call Center Supervisor
  • Relationship Manager
  • Client Services Manager
  • Relationship Manager
  • Implementation Manager
  • Customer Service Supervisor
  • Investment Banking Analyst
  • Investment Banking Associate
  • Senior Vice President
  • Managing Director
  • Chief Financial Officer
  • VP of Finance
  • Chief Information Officer
  • VP of IT

Manager vs. Investor Breakdown

    Investor Breakdown