Responding to COVID-19: How to Survive and Thrive in 2020

Gartner Virtual Retreat for Financial Services Leaders

June 16 – 17, 2020  |  Virtual Program

Financial services leaders virtual retreat

Join your financial services peers on June 16th & 17th to learn how to navigate the COVID-19 crisis. You will walk away with insights and proven practices to accelerate recovery plans, enhance customer communications, restore client health, and keep talent engaged and focused.  This retreat is intended for leaders and senior executives within retail and commercial banking, wealth management, and operations.

Gartner Virtual Retreat for Financial Services Leaders is an exclusive opportunity to learn from leaders, exchange best practices with peers, and take home learnings to the enterprise. Gartner has elected to make virtually available a selection of topics and practitioner presentations for your engagement. 

Specifically, we provide: 

  • Peer perspectives on the impact of COVID-19 on financial services strategy, operations, capabilities, and talent
  • Best practices for new ways of working including remote work
  • Communication tools to engage and support customers in crisis
  • Proven tactics for cost optimization during volatility
  • Expert perspectives on new sales approaches to accelerate into the recovery

Come to discuss and learn how banks and insurance companies can position themselves to navigate the crisis, support clients, and accelerate into the recovery.

Virtual format

Just like an in-person retreat, our two-day virtual agenda provides a mix of thought leadership presentations, and discussion-based sessions. Join sessions relevant to your mission-critical priorities, all from the comfort of your office or home.

Executive keynote

Gartner insights on the role of financial services in driving the recovery.

 

Peer networking

Meet your peers virtually on common topics of interest.

Practitioner perspectives

Proven solutions from financial services leaders to pressing problems.

Questions?

Ready to register?

Click the tabs above to select your day and pick your agenda. You can also select your agenda here

We invite you to sign up for sessions that best support your mission-critical priorities. For time slots featuring more than one session, please select the session that best aligns to your business objectives and interests. Remember to select each session you want to attend when you fill out the registration survey!

Key for line-of-business-related sessions:

C: Commerical Banking

O: Financial Services Operations

 W: Wealth Management

R: Retail Banking

 

Tuesday, June 16
11:00 a.m. – 12:00 p.m. ET

 

Gartner Keynote
How Financial Services Firms Will Drive Customer Recovery

Presented by: Derek Frost, VP, Advisory

How financial services leaders respond to COVID-19 will define the industry for a generation, particularly as customer trust in financial institutions never fully recovered from the 2008 financial crisis. Learn how financial services firms can lead the recovery and effectively serve their customers at this moment of acute need.

C,  O,  R,  W

Register Here

Tuesday, June 16
1:00 p.m. – 1:45 p.m. ET

 

Practitioner Perspectives
Accelerating Agile-Like Principles for Faster Ways of Working

Presented by: Benjamin P. Seesel, VP, Advisory

Financial services leaders have been trying to instill an agile approach across their organizations but consistently cite culture as a barrier to widespread adoption despite extensive change management efforts. The COVID-19 crisis has accelerated this transition by forcing faster, more iterative and more collaborative ways of working to serve customers and keep families and businesses afloat. Learn what you can do as leaders to make agile values part of everyday life in your organization - both now and in the recovery.

C,  O,  R,  W

Register Here

Tuesday, June 16
2:00 p.m. – 2:45 p.m. ET

 

Practitioner Perspectives
Connecting With the High-Net-Worth Millennial

Presented by: Paul Dennis, VP, Team Manager, Gartner Research & Advisory

The Millennial generation represents a substantial growth opportunity for wealth management providers, as Millennials struggle to understand the impact of COVID-19 on their financial futures. Join this session to learn more about proven approaches that will reach the next generation of wealth management clients.

W

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Tuesday, June 16
2:00 p.m. – 2:45 p.m. ET

 

Practitioner Perspectives
Increasing RM Resilience: Driving Digital Dexterity in the Frontline

Presented by: Charlotte Bowden, Senior Principal, Advisory

The COVID-19 crisis has pushed banks to sustain and increase investments in technology, especially around the frontline. However, Gartner data indicates that RMs’ Digital Dexterity - their ambition and ability to build a more digital company - is generally low. Join this session to learn how to enable technology adoption and an adaptable mindset among frontline staff during these quickly evolving times.

C

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Tuesday, June 16
3:00 p.m. – 3:45 p.m. ET

 

Practitioner Perspectives
Helping Advisors Use Technology for Maximum Client Impact

Presented by: Chuck Thomas, Senior Director, Advisory

Firms need wealth management advisors to effectively use virtual sales and service tools in response to COVID-19, but many advisors struggle to adopt new technology. Join this session to learn how to support advisors and help them embrace new digital technologies to create a world-class client experience.

W

Register Here

Tuesday, June 16
3:00 p.m. – 3:45 p.m. ET

 

Practitioner Perspectives
Shifting Channel Strategies to Meet the Needs of Financially Vulnerable Customers

Presented by: Jasleen Kaur Sindhu, Senior Director, Advisory

Before the COVID-19 crisis, there were already gaps in how well banks were able to serve financially vulnerable customers through their existing channel strategies. The virus and the response has forced a realignment of channels in the interim. If there’s anything we can be sure of in the aftermath, serving financially vulnerable customers will be more important than ever. In this session, learn about how you will need to change how you serve your client base.

R

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Tuesday, June 16
4:00 p.m. – 4:45 p.m. ET

 

Practitioner Perspectives
Creating Resilient Talent in Operations in a Post-Crisis Environment

Presented by: Michael Cates, Director, Advisory

As financial institutions and operations leaders make changes to adapt to unprecedented volatility, employees may experience anxiety or change stress, which slows individual productivity. Amid volatility in the financial markets, the news cycle and business activity, it is crucial that employees are resilient, remaining engaged and productive. Join this session to learn what operations leaders and managers can do to create a resilient workforce.

Primary: O

Secondary: R

Register Here

Questions?

Connect with your advisor

Are you interested in setting up a one on one conversation with your advisor? If so please contact us here to set up a call about your mission-critical priorities.   

We invite you to sign up for sessions that best support your mission-critical priorities. For time slots featuring more than one session, please select the session that best aligns to your business objectives and interests. Remember to select each session you want to attend when you fill out the registration survey!

Key for line-of-business-related sessions:

C: Commerical Banking

O: Financial Services Operations

 W: Wealth Management

R: Retail Banking

 

Wednesday, June 17
9:00 a.m. – 9:45 a.m. ET

For EMEA clients

 

Practitioner Perspectives
Accelerating Agile-Like Principles for Faster Ways of Working

Presented by: Benjamin P. Seesel, VP, Advisory

Financial services leaders have been trying to instill an agile approach across their organizations but consistently cite culture as a barrier to widespread adoption despite extensive change management efforts. The COVID-19 crisis has accelerated this transition by forcing faster, more iterative and more collaborative ways of working to serve customers and keep families and businesses afloat. Learn what you can do as leaders to make agile values part of everyday life in your organization - both now and in the recovery.

C,  O,  R,  W

Register Here

Wednesday, June 17
10:00 a.m. – 10:45 a.m. ET

For EMEA clients

 

Practitioner Perspectives
A New Framework for Sustainable Cost Management

Presented by: Vatsal Sharma, Senior Principal, Research

The COVID-19 crisis has placed unprecedented pressure on firms to cut costs. However, a poorly considered response to this challenge could seriously impair your ability to restore business growth when normalcy returns. Join this session to learn how to sustainably reduce costs while protecting critical growth initiatives.

C,  O,  R,  W

Register Here

Wednesday, June 17
11:00 a.m. – 11:45 a.m. ET

 

Practitioner Perspectives
Overcoming Data and Analytics Challenges for Operations to Drive Faster Business Decisions

Presented by: JasleenKaur Sindhu, Senior Director, Advisory

Leaders are focusing on how they can use data to make better decisions during a period of massive volatility and change. However, many executives are struggling to rapidly develop insights from their existing data. Join this session to learn about best practices for using data analytics and how you can use data to impact decisions with your team and the organization.

Primary:  O

Secondary:  C,  R,  W

Register Here

Wednesday, June 17
11:00 a.m. – 11:45 a.m. ET

 

Executive Keynote
The Sense Making Approach to Client Engagement

 Rick E. Karlton, MVP, Sales & Customer Service and Support

Danielle McKinley, Director, Advisory

COVID-19 has scrambled both commercial banking and wealth management clients, forcing them to make financial decisions in a highly chaotic environment. Join this session to learn about a new sales approach to accelerate into the recovery by helping clients make sense of chaotic information.

C,  W

Register Here

Wednesday, June 17
12:00 p.m. – 12:45 p.m. ET

 

Practitioner Perspectives
Virtual Sales: A Hidden Opportunity?

Presented by: Benjamin P. Seesel, VP, Advisory

RMs and advisors have relied on in-person interactions to drive sales for decades, but COVID-19 has eliminated their ability to meet with prospects and clients. As at least some restrictions could remain in place for the foreseeable future, banks should devise strategies to effectively engage with clients virtually and capture untapped opportunities from virtual selling.

C,  W

Register Here

Wednesday, June 17
12:00 p.m. – 12:45 p.m. ET

 

Practitioner Perspectives
Evolving the Post-Crisis Role of the Branch

Presented by: Derek Frost, VP, Advisory

Branches are expensive to maintain and were seeing decreasing traffic even before COVID-19, leading most financial institutions to see branch closure as a viable source of funds for digital investment. The COVID-19 crisis has exponentially accelerated these trends, but viewing the branch as merely a drain on resources risks damaging customer experience and reducing acquisition opportunities through their closure. Now more than ever, banks need to reevaluate the branch network as part of a growth and service strategy instead of purely as a cost. Learn how to understand the value of the branch and craft a holistic recovery strategy.

R

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Wednesday, June 17
1:15 p.m. – 2:00 p.m. ET

 

Practitioner Perspectives
Best Practices for Remote Work

Presented by Brian Kropp, Distinguished VP, Research

Executives in financial services responsible for workforce productivity face a variety of huge challenges resulting from the current public health crisis, but many organizations are confronting the transition to an almost completely remote workforce on short notice. Join this session and hear essential success factors, best practices, and lessons learned to-date about prolonged periods of remote work from a Gartner expert on HR.

C,  O,  R,  W

Register Here

Wednesday, June 17
2:15 p.m. – 3:00 p.m. ET

 

Practitioner Perspectives
A New Framework for Sustainable Cost Management

Presented by: Vatsal Sharma, Senior Principal, Research

The COVID-19 crisis has placed unprecedented pressure on firms to cut costs. However, a poorly considered response to this challenge could seriously impair your ability to restore business growth when normalcy returns. Join this session to learn how to sustainably reduce costs while protecting critical growth initiatives.

C,  O,  R,  W

Register Here

Wednesday, June 17
3:15 p.m. – 4:15 p.m. ET

 

Facilitated Discussion and Peer Networking
Commercial Banking Networking Roundtable

Facilitated by: Charlotte Bowden, Senior Principal, Advisory

Please join this session to network with your peers on emerging trends, threats, and opportunities that commercial bank leaders must understand to successfully navigate the recovery. During this session Gartner will facilitate a dialogue among commercial banking leaders on evolving business customer expectations and the future of the RM role. You will have the opportunity to understand how your peers anticipate changing their sales and service model to meet rapidly evolving customer expectations and needs, and the nature of Relationship Manager support in this new environment.

C

Register Here

Wednesday, June 17
3:15 p.m. – 4:15 p.m. ET

 

Facilitated Discussion and Peer Networking
Financial Services Operations Networking Roundtable

Nicole Sturgill, VP Analyst 

Jasleen Kaur Sindhu, Senior Director, Advisory

Michael Cates, Director, Advisory

Please join this session to network with your peers on emerging trends, threats, and opportunities that operations leaders must understand to successfully move to the new normal. During this session, Gartner will facilitate a dialogue among financial services operations leaders on pressing issues, including current and future automation initiatives; new ways to drive and prioritize efficiency gains, and the emerging future of remote work in operations.

O

Register Here

Wednesday, June 17
3:15 p.m. – 4:15 p.m. ET

 

Facilitated Discussion and Peer Networking
Retail Banking Networking Roundtable

Micah Margolis, Senior Principal, Advisory

Please join this session to network with your peers on emerging trends, threats, and opportunities that retail bank leaders must understand to successfully navigate the recovery. During this session Gartner will facilitate a dialogue among retail banking leaders on pressing issues related to the impacts of COVID-19.  Hear from your peers on how emerging consumer needs, changes in channel behavior, and potential shifts in consumer expectations will influence the next wave of product and service innovation.

R

Register Here

Wednesday, June 17
3:15 p.m. – 4:15 p.m. ET

 

Facilitated Discussion and Peer Networking
Wealth Management Networking Roundtable

Sophia Palmstedt, Principal, Advisory

Please join this session to network with your peers on emerging trends, threats and opportunities that wealth management leaders must understand to successfully navigate the recovery. Discussions and preparations to ‘go back to normal’ are already underway, but with spikes in COVID-19 cases after lockdown lifts, wealth management leaders must prepare their teams for fluctuations in their working environments across the next several months. This session will focus on how to balance remote vs in-office work, digital vs live client interactions, and related strategy considerations as we transition back to normal.

W

Register Here

Questions?

Connect with your advisor

Are you interested in setting up a one on one conversation with your advisor? If so please contact us here to set up a call about your mission-critical priorities.