We believe in the power of design to drive much needed change. The annual FXD conference provides a unique learning and networking opportunity to move your organization forward to confront new challenges. A select gathering of 150 executives, experts, visionaries, and progressive thinkers across Insurance, Banking, Wealth Management and Fintech gather for this one-and-a-half day of inspiring presentations, workshops and discussion that will help drive real world change. Leaders at the intersection of financial services, experience, and innovation will come together at FXD 2019 to share insights, case studies, opportunities, and how they have come up with solutions to challenges we all face. This conference is leader-focused, decision-makers creating opportunities to learn from each other. Attendees last year joined us from companies like Bank of America, Fidelity, Nationwide, and USAA, as well as from incubators and industry startups. Exciting speakers for 2019 will be announced daily, so stay tuned!
Check out photos and videos from past years:
What to Expect at FXD 2019!Leaders at the intersection of innovation, design and finance will come together at FXD 2019 to share insights, case studies, opportunities, and how they have come up with solutions to the challenges we all face. This conference is leader-focused, with decision-makers creating opportunities to learn from each other and collaborate.
Convene Boston2019 Hotel Partner: Omni Parker House
Closed August 2, 2019
Closes September 30, 2019
Closes October 11, 2019
Closes October 25, 2019
Walmart, the world's largest employer, needed a partner that could analyze the current state of employee financial wellbeing, design and implement targeted interventions to empower employees, and evaluate the impact of those solutions.
The Consumer Financial Protection Bureau wanted to safeguard US Armed Forces from financial harm by creating an immersive, digital, and educational game that would coach recruits towards responsible financial wellbeing.
Today, world-class customer experience requires this artful blend of human and digital talent. And in financial services where money matters are intensely personal and often emotional -or- highly transactional, it’s good business to deploy the right talent for the given challenge. So where specifically should you deploy human talent to enhance the customer experience within the financial services organization?
To many people, money is a magical thing. It’s difficult to imagine how a paycheck can cover rent and groceries, and also go into savings.
It’s easy for financial experts to say what people should do to achieve financial well-being. We can rattle off rules of thumb like: contribute enough to your 401k to achieve the full employer match; set aside enough savings to cover three months of expenses in an emergency; and leverage health savings accounts and other tools to offset the costs of care. These tips can work, but they ignore the reality that many people can’t or won’t follow them.
The financial experience design conference attracts leaders from financial services organizations like TIAA, Vanguard, Fidelity, Prudential USAA, Sallie Mae, Bank of America and growing early stage companies like Ellevest, Ally Bank, and Lending Club, and NonProfits like FinHive, Commonwealth, and CFSI who have responsibility for the Experience, Design, Product, and Innovation groups at their organizations. The focus of the conference is designing to improve financial experiences and financial wellbeing.
Wellness is no longer just the territory of doctors. It’s become apparent that well-being extends beyond physical and mental health. Relationships, careers, and finance also all play an important role in people’s overall well-being and ability to function at an optimal level.
Property & Casualty Insurance (or P&C) has long been a sleepy category that has historically made its profits by helping customers protect valued objects against the unforeseen. To adapt to today’s rapidly evolving, consumer-centric culture, and increasingly experience-driven economy, insurers need to continually revisit their business models and value propositions as they move into a new era.
Even though we’re bombarded by publications, programs, and advertising concerning money, it’s all at arms-length. They’re not talking about your money! Money is emotional.