Lisa Loftis

Principal Management Consultant, Customer Intelligence

Lisa Loftis, a Principal on the SAS CI team, is a CRM, CX, and BI expert with 30+ years of experience assisting organizations with customer strategy.  She has worked with numerous large organizations in North America, South America, Europe, and the United Kingdom on all aspects of successful data governance, BI, and CRM.  She specializes in combining technology necessary to support CX and BI business strategies with organizational structures, executive leadership, and cultural factors required to migrate an organization toward effective implementation of customer strategies.  Industries include Banking, Investment, Insurance, Telecommunications, Retail, Utilities, Entertainment, Manufacturing and Distribution, and Pharmaceutical, Health Care, and Automotive Roadside Assistance. Lisa speaks frequently at national and international conferences and has co-authored the book Building the Customer-Centric Enterprise, (John Wiley & Sons, 2001).


All Sessions by Lisa Loftis

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Day 1: Jun 15, 2021

3:00 pm

3:00 pm

Practical Perspectives for a More Connected Customer Experience

Most financial services organizations hear the word analytics and think of one thing – building credit risk fraud prevention, and pricing models for use across the organization. What if analytics is the solution to manage everything from digital data collection to strategic process planning, to customer engagement, to measurement and optimization? Join us in this interactive virtual session to secure practical steps on how you can create a more connected customer experience with analytics. In this session, we will answer questions including:
  • Why do challenges exist around digital transformation in the financial services industry?
  • What’s involved in the technical and business transformation of the customer experience?
  • What are the benefits global banks and insurers are seeing by using analytics for digital customer experience transformation and what are best practices?

Day 2: Jun 16, 2021