Always OnDemand
Because Your Time is Short
Driving Exceptional Customer Experience and
Value through Unified Communications
in Financial Services
The rapid acceleration of digital transformation since the COVID pandemic has impacted virtually every aspect of financial services, from customer experience to employee engagement to the proliferation of communications solutions that were rapidly deployed to support remote work. Continuously shifting pandemic safety protocols are impacting go-forward plans for office returns, requiring flexibility in how people communicate and where and how work is performed. This is particularly acute in financial services, where firms must enable employees to interact with clients through preferred channels in a secure, compliant manner.
In these episodes, under 10 minutes each, Robert Arnold, Industry Director Connected Work, will moderate a discussion on why financial services firms need to invest in modern, cloud-based tools to drive business value, improve the employee and customer experience, and stay compliant with security, regulatory and compliance requirements.
Tune in to the topics that interest you most – always available to view at your leisure!
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Our Panel of Industry Leaders
Moderator
Robert Arnold
Industry Director – Connected Work
Frost & Sullivan
Our Panel of Industry Leaders
Matthew Lehman
Industry Principal – Financial Services
RingCentral
Matthew Lehman is a Vertical Industry Principal at RingCentral, exclusively focused on Financial Services. Prior to joining RingCentral, Matt spent more than 20 years in senior digital leadership roles at leading banks and insurance firms including Progressive, Key Bank, FleetBoston Financial, AmTrust, and Westfield Insurance. He began his career as an investment banker at JP Morgan Chase and was also part of the leadership team at Launch Media, which had a successful IPO prior to selling to Yahoo! Matt has an MBA from Cornell and a BA in Economics and East Asian Studies from Colby College.
