In the age of the customer, financial services firms cannot afford failed technology for customer experience initiatives. Firms are increasingly deploying vertical CRM solutions to leverage industry-specific best practices, focus scarce technology management resources on innovation and differentiation, and decrease time-to-value.

Please join Kate Leggett of Forrester and Adam Edmonds of NexJ Systems as they discuss CRM trends and practical customer experience solutions in the digital age such as:

  • The breakdown of product and regional silos
  • The development of data sharing strategies that comply with data residency regulations
  • The increase in collaboration across regions and product lines to both discover new business and close opportunities
  • The automation of business processes to provide superior service while maintaining regulatory rigor


Kate Leggett,
Vice President, Principal Analyst, Forrester

Kate serves Application Development & Delivery Professionals. She is a leading expert on customer relationship management (CRM) and customer service strategies, maturity, benchmarking, governance, and ROI. She is an accomplished public speaker and frequently presents at industry events such as CRM Evolution. She has been published in The Wall Street Journal, Forbes magazine, and industry publications such as CRM Magazine, KM World, and Destination CRM.


Adam Edmonds,
Vice President of Products, NexJ Systems

With over 15 years of experience developing customer management solutions in financial services and insurance, Adam Edmonds is responsible for establishing overall product vision and designing easy to use solutions that solve real market problems. Mr. Edmonds brings years of experience in product design, engineering and strategy, and is responsible for innovating NexJ product offerings.

Previously, Mr. Edmonds was a Senior Director, Product Management for Oracle CRM OnDemand and Siebel CRM for Financial Services where he owned many areas including SaaS Operations, Analytics, UI standards, security and visibility for financial services, and commercial banking solutions. Previous to Oracle, Adam worked as a Senior Product Manager for Janna Systems and, Director of Engineering for UI framework for Corel Corporation.