WHAT: Forrester Research, Inc. (Nasdaq: FORR) Finance Forum 2007: Beating The Competition With Superior Customer Experiences

With more access to information, more sensitivity to price, and less sensitivity to advertising, consumers are getting harder to win and keep. Even as traditional marketing loses its power to bring prospects in through the front door, weak delivery against raised expectations for service and convenience sends unhappy customers out the back door. To compete in this environment, retail financial services firms need to dramatically raise the bar on the customer experience they provide. At this Event, leading Forrester analysts will present research on how financial services firms can build and sustain long-term competitive edge by mastering the principles of Experience-Based Differentiation. Industry executives will share their views on providing superior customer experience by understanding customer needs, creating brand equity with customers, and developing concrete customer experience skills.

WHEN: June 25-26, 2007

WHERE: Grand Hyatt New York
Park Avenue at Grand Central Terminal
New York, NY 10017
+1 212.697.3772

WHO: Featured speakers include:

  • Ellyn A. McColgan, President, Distribution and Operations, Fidelity Investments
  • William J. Ryan, Chairman of the Board, TD Banknorth
  • Robert Salipante, President, Sun Life Financial US
  • Lewis P. Carbone, Founder, President, and Chief Experience Officer, Experience Engineering, and author of Clued In: How To Keep Customers Coming Back Again And Again
  • Emily Edwards, Senior Vice President, Online Sales Marketing, Bank of America
  • Renee Soulliard, Vice President, “USCIM” US Card Indirect Marketing, Capital One Financial
  • Andrew Salesky, Senior Vice President, Client Web Services, Charles Schwab
  • Elizabeth Stelluto Dunaier, Senior Vice President, Enterprise Marketing Communications, Charles Schwab
  • Rowena Track, Senior Vice President, Web and e-Business Strategy & Solutions, TIAA-CREF Financial Services
  • James P. Smith, Executive Vice President, Internet Services Group, Wells Fargo
  • Justin Merickel, Finance Category Director, Yahoo! Search Marketing

CONTACT: Complete Event information is available at: http://www.forrester.com/financeforum2007.

MEDIA: Members of the media can register for Forrester Finance Forum 2007 by providing their full contact information to press@forrester.com.