Richard Bishop

Richard Bishop

SVP Financial Services Precisely
Richard Bishop

Richard Bishop is a seasoned professional in financial services with roles at CEDAR CX, FIS, and now leading Financial Services practice for 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.

Formulating Next Gen Digital Strategies To Drive Customer Engagement

3:00 PM CLIENT CASE STUDY: Beyond the Policy Letter: How Leading Insurers Are Winning Policyholder Loyalty

Customer experience is now a retention metric. Insurance customers don't leave because of price alone — they leave because they feel unseen. A missed renewal touchpoint. A confusing claims letter. A generic follow-up that could have been sent to anyone. At the same time, insurers are investing in AI faster than almost any other industry. Yet most communications still run on batch, one-size-fits-all systems that AI can't fix on its own.

Join Tiffany Siegrist of Precisely for a practical look at how leading insurers are turning customer communications from static documents into intelligent, omnichannel engagement that feels personal at scale. You'll walk away with

  • A framework for evaluating your current communication gaps
  • Practical examples of how carriers are driving measurable improvements in renewal retention and claims satisfaction
  • A clear picture of what a customer-first communication strategy looks like in 2026 and beyond

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

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