Strategies to improve members' experiences and enhance compliance
Whilst we’re all trying to improve member experience, how do we increase member satisfaction whilst also providing better transparency, real-time reporting, and visibility? How can we ensure we have the data and control to ensure we are staying compliant? And how do we gain insights into existing data to reduce risk? How do we maintain experience through mergers and acquisitions?
FEAL members joined John Almeida, Global Head of Wealth & Asset Management Solutions, ServiceNow and Jeremy Hubbard, Chief Technology and Data Officer, Rest Superannuation to discuss how technology such as automation, workflows and GenAI can be an enabler of risk reduction, increased member satisfaction, streamline claims and complaints management, and ultimately drive sustainable growth at your super fund. At the Melbourne lunch John and Jeremy were joined by Georgie Obst, General Manager - Digital, HESTA.
John Almeida, ServiceNow
John is the Global Head, Wealth & Asset Management at ServiceNow who leads the go-to-market strategy and industry point of view for these Financial Services industry sub-verticals, including capital markets.
John is responsible for addressing the challenges and trends of the Wealth & Asset Management industry, focusing on client facing initiatives, front, mid and back office transformation and productivity using ServiceNow as the platform for automation, efficiency and connectivity. John has over sixteen years of experience in the Financial Services space, previously leading Salesforce.com’s Financial Services Cloud go-to-market strategy, industry point of view and product launches for Wealth, Asset Management and Banking.
John was also a Master Enterprise Architect within the Financial Services vertical at Salesforce developing enterprise architecture strategies for some of the largest Financial Services accounts that encompassed business process strategies, data architectures, integration architectures, security architectures and implementation roadmaps.
Prior to that, John also led Fidelity Investment's Asset Management team providing the strategic digital transformation vision including process-improvement strategies, business analytics and risk mitigation.
Jeremy Hubbard, Chief Technology and Data Officer, Rest Superannuation
Jeremy is responsible for charting and executing Rest’s technology, delivery and data insights strategy. His remit includes leading Rest’s functional areas of data, insights & analytics, digital architecture, software engineering, information security and strategic delivery.
Jeremy has more than two decades of experience in innovation and technology roles across corporate, SME and consulting organisations.
He joined the digital UBank in 2008 and was part of the bank’s executive team from 2015 to 2019. Before joining Rest he was UBank’s General Manager, Digital & Innovation. Jeremy was previously Head of IT for fintech start-up Once Australia, and worked in consultancy roles for Capgemini, Morse and Oracle Corporation.
Jeremy holds a Bachelor of Information Technology from the University of Queensland.
Georgie Obst, General Manager - Digital, HESTA
Georgie is a strategic and curious leader, passionate about helping HESTA members achieve the retirement they deserve after a career spent looking after others. As GM Digital, Georgie is focused on creating value in moments that matter to drive activation, digital engagement and trust.
Georgie leads a team that mixes art and science, integrating data insights, member feedback and innovative technology to deliver personalised digital experiences. This includes digitising key growth channels and creating future financial projections for members to envision their future. Georgie was awarded Marketing Professional of the Year at the 2019 Women in Financial Services Awards.
Brisbane
Date: Wednesday 25th October
Venue: Ernst & Young office
Address: 111 Eagle Street
Speaker: John Almeida, servicenow
Sydney
Date: Thursday 26th October
Venue: Ernst & Young office
Address: 200 George Street
speakers: John Almeida, servicenow & Jeremy Hubbard, REST Super
Melbourne
Date: tuesday 31st October
Venue: westin hotel
Address: 205 Collins Street
speakers: John Almeida, servicenow, Jeremy Hubbard, REST Super & Georgie Obst, HESTA
TIME: 12.15PM - 2.00PM (AEDT)
COST: FEAL MEMBERS: $0 & NON-MEMBERS: $145 (INC GST)
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