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Jake Fowler

Maintaining & Enhancing Customer Experience throughout Digital Transformation



Jonathan Tvrdik, Principal Strategy & Design Consultant of the Tvrdik Group at D3 Banking Technology

Eric Brandt, Senior Market Specialist at D3 Banking Technology


Financial institutions all over the world are rushing to institute digital platforms aimed at connecting their products and services to their customers in increasingly sticky ways. However, the Connected Age, and all of the innovations it has brought, has created a new expectation in the minds of customers and users. It is not merely about creating strong bonds between organizations and customers. Usability and design are important, but so is personalization and experience ubiquity. Today, FI's need to work diligently to ensure the entirety of the customer's personal experience is connected, cohesive, and intentional across all tactics employed by the organization. In this Webinar we'll discuss the importance of formulating a connected customer experience strategy, the considerations to keep in mind when auditing your current and future customer experience, and planning for current user onboarding and new user acquisition. We'll discuss the role of various departments within your organization — including marketing, customer service, design, technology and sales.



  1. Formulating a Connected Customer Experience Strategy
  2. Auditing & Assessing CX Gaps during Transformation
  3. Taking a Strategic Approach to Proactive User Acquisition & Onboarding



  1. Customer Experience Audit Checklist
  2. Roadmap to Customer Experience Transformation Planning
  3. Tips to creating internal consenus

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Jonathan Tvrdik

Principal Strategy & Design Consultant, The Tvrdik Group / D3 Banking Technology

Jon is a Strategy & Innovation consultant focused in digital transformation, brand building and business invention. As principal of the Tvrdik Group, Jon executes strategic initiatives for some for some of the world's largest fintech, healthcare and technology organizations.

 Prior to this, Jon led the Strategic & Creative services of renowned pioneering digital agency Phenomblue, co-founded client metric-measuring software suite Birdsnest (which sold to Media Monks in 2017).

Eric Brandt

Senior Market Specialist, D3 Banking Technology

Eric is a senior market analyst for D3 Banking Technology, provider of the industry’s leading digital banking platform. In this role, Eric leads strategic market planning, content management and event coordination for D3 to enhance awareness of the D3 platform. 


04/16/2019 at 2:00 PM (EDT)  |  Recorded On: 04/24/2019
04/16/2019 at 2:00 PM (EDT)  |  Recorded On: 04/24/2019 Please click the button to the right to join the webinar.