Richard Bishop

Richard Bishop

Senior Vice President and Managing Director of Financial Services Precisely
Richard Bishop

Richard Bishop is a seasoned professional in financial services with roles at CEDAR CX, FIS, and now Precisely. He's known for managing key partnerships with major system integrators and strategic CX projects globally with companies like TIAA-CREF, Barclays, Sallie Mae, BB&T, Nationwide, and Ameriprise. His experience covers client services, sales, implementation as well as overall strategic account management.

Prior to CEDAR, Richard in various capacities starting as a Business Analyst at Hewitt Associates (now Aon) in their Benefits Outsourcing practice. During his tenure at Hewitt, Richard held numerous roles from quality assurance, configuration and development, and large-scale implementation management for clients such as First Data, Sears-Kmart, UPS, and GlaxoSmithKline. Richard is an influential figure in the financial services industry, shaping client engagement through his expertise and strategic vision.

Implementing Structural Change To Accelerate Digital Evolution

3:00 PM CLIENT CASE STUDY: Driving Growth with Smarter, Faster, AI Integrated Customer Experiences

Disruptive technologies, rising cost pressures, and rapidly evolving customer expectations have reshaped the customer experience (CX) landscape. The stakes are high when poor experiences cost businesses an estimated $3.7 trillion annually.

For regulated industries, this transformation is even more challenging. Fragmented systems, siloed data, and manual workflows create real barriers to delivering smarter, fully integrated, and personalized customer experiences.

In this session, you’ll learn how leading organizations are overcoming these obstacles with embedded AI that automates insight, strengthens brand and regulatory compliance, and accelerates execution. We’ll explore three essential building blocks for high impact CX:

  • Delivering smart, compliant, omnichannel experiences that adapt to each customer’s context
  • Speeding time to market by replacing manual processes with automated, agent driven workflows

Check out the incredible speaker line-up to see who will be joining Richard.

Download The Latest Agenda