Brooke Forbes
Guest panel

Brooke Forbes

CIO, Head of Technology for Personal Investing
Brooke Forbes is CIO, Head of Technology for Fidelity Personal Investing, which provides a full range of investment and financial planning services to millions of individual investors including wealth management, retirement planning, and brokerage.
Ms. Forbes has more than 25 years of experience in large-scale technology platform transformations, customer experience development, extensive leadership of global teams, and agile leadership. She is responsible for Personal Investing’s technology agenda of driving continuous improvements to both Fidelity’s customer and associate experience and accelerating engineering excellence and digital leadership. She also sits on the Advisory Board for Fidelity’s Women’s Leadership Group, the firm’s largest employee resource group.
Previously, Ms. Forbes was Senior Vice President, Digital Planning and Advice, running both robo and hybrid advisory offerings. Prior to this, she’s led efforts to re-imagine and simplify the omni-channel digital experiences. Ms. Forbes lives in the Boston area and is the proud mother to four children.
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Thursday, October 22, 2020 / 01:15 PM - 01:45 PM EDT
CIO Story: A Personalized Omnichannel Ecosystem Drives Long-term Customer Engagement

Brooke Forbes explores how to create an authentic, personalized and meaningful customer experience in both digital and live channels. Brooke will share insights into how brands can define their customer base and develop an omnichannel strategy that is flexible, scalable, and delivers a human touch. While there are obvious challenges in developing a technology platform, Brooke will also address how to overcome the business and cultural shifts that come with reimagining the customer experience.

Hear it first at Gartner IT Symposium/Xpo