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BCX Summit / Tuesday / September 10, 2024 / 9:15 AM

Avoiding the Pitfalls in Customer Experience Transformations

We have witnessed accelerating changes in the financial retail banking marketplace, ranging from the renewed importance of immersive physical experiences to AI, to name just a few. Learn from leading financial institutions about the pitfalls to avoid during your current or upcoming retail transformation.


Marbue Brown | Founder | The Customer Obsession Advantage
Marbue Brown is the author of the book Blueprint for Customer Obsession and founder of The Customer Obsession Advantage, a firm dedicated to helping companies achieve extraordinary business results through Customer Obsession. He is an accomplished customer experience (CX) executive with a track record of thought leadership and signature business results at some of the most iconic companies on the planet, including JP Morgan Chase,, Microsoft Corporation, and Cisco Systems. Marbue's book, Blueprint for Customer Obsession, was featured in the Forbes article The Top Ten Business Books for 2022 by Shep Hyken. He co-authored oft-cited classic articles about customer experience measurements. His expertise has been featured on some of the largest radio stations and networks across the country as well as on some of the most widely distributed syndicated radio programs, including The Wharton Business Daily, This Morning with Gordon Deal and America in the Morning with John Trout.
Stephen Griffin | SVP, Branch & ATM Distribution Planning | Regions Bank
Stephen Griffin is a Senior Vice President at Regions Bank and is the Director of the Retail Distribution Planning Group. He began his banking career in 1992 and has 30 years of retail banking experience. Stephen has worked in various roles including branch management, branch operations management, incentive management, data management, analytics, and reporting management, along with his current role of managing the retail network distribution and market plans for branches and ATMs, including De Novo expansion, rationalization and optimization, physical design, new branch technology, aligning with digital partners and physical site selection. Stephen is a 1992 graduate of The University of Alabama with a degree in Corporate Finance as well as a graduate of the CBA Graduate School of Retail Bank Management at the University of Virginia in 2004.
Chris Manske | SVP, Director of Retail Network Management | U.S. Bank
Chris Manske is a seasoned professional with over two decades of experience in financial services, renowned for his expertise in business strategy and execution that drives substantial transformation aligned with evolving customer preferences. Currently serving as Director of Retail Network Management at U.S. Bank, Chris oversees the strategic vision for site selection, design, and customer experience across the Bank’s extensive North American retail real estate portfolio. Chris has played a pivotal role in U.S. Bank’s multi-year transformation initiative, leading the overhaul of over 2,200 retail branch assets across 26 states. This initiative, aimed at enhancing customer engagement and operational efficiency, handles hundreds of millions of customer transactions annually.

Jean-Pierre Lacroix | President | SLD
With over 30 years of industry experience, Jean-Pierre Lacroix has garnered a reputation as a visionary design thinker, strategist, author, and speaker. Through an unwavering focus on future-proofing brands, Jean-Pierre is driven to produce measurable results through strategic insights that help brands own the at-purchase moment. Since the opening of Shikatani Lacroix Design (SLD), Jean-Pierre has grown his company into one of the most respected multi-disciplinary strategic design agencies in the world. Along the way, he has served as a board member of numerous associations and councils, as well as authored four books: The Business of Graphic Design, Belonging Experiences, Desire by Design, Think: The Future of Retail Banking, and most recently, Think: Inspiring the Future of Retail.
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