A name change or address change isn't simply a task; they're life events that present an opportunity for banks and financial institutions to provide advice, steer customers to new products and services, and engage with their users in truly meaningful ways during moments that truly matter. Join us for a discussion on how financial services companies can increase customer engagement - and the bottom line - by creating a more cohesive experience through service design. Our conversation will dive into trends and techniques focused on understanding client needs and jobs to be done and reflect on how companies have shifted (or want to shift) from a product/task-oriented service strategy to one that's truly customer-centric.