Resource Library

Welcome to the Customer Experience Exchange for Banking, Financial Services and Insurance Resource Library. Here you will find exclusive thought leadership content from past Exchanges as well as industry-leading content which you are able to download for free.

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CX BFSI USA Exchange East | 2024 Post Event Report

Download the 2024 post event report for exclusive insights on industry investment priorities, audience breakdown, key themes discussed at the event, and much more!

Two Sides of the Same Coin: Aligning EX and CX for Success in BFSI

In this article, Ray Harris, Senior Vice President and Senior Director of Client Success at First Citizens Bank, shares insight into how enhancing employee experience within BFSI organizations is critical for improving the customer experience. Read on to discover practical strategies and actionab ...

Transforming Customer Experiences in BFSI: Q&A with Trish Wethman

In this interview, Trish Wethman, Chief Customer Officer at Best Egg, discusses how BFSI organizations can keep up with evolving customer expectations. Read on to find out what CX leaders should be doing around digital transformation, personalization, and transparency to elevate customer experien ...

Unlocking the Unconventional: Exploring Multi-Branded Strategies in Financial Services

Why are multi-branded strategies in the banking sector so unusual? The CX Exchange team talked to Jonas Ng, the Chief Operating Officer at Laurel Road, a brand of KeyBank, to discuss this, the implications it has on CX, and the challenges and opportunities it allowed them. 

What Can Jurassic Park Teach Us About Hyper-Personalization?

IQPC Exchange recently interviewed Ken Hubbell, SVP Instructional Design Strategy & Innovation for Wells Fargo, on how to adapt customer experience strategies to suit the Millennial generation, the many challenges with hyper-personalization, and the future of the Metaverse. Some of his resp ...

A View from the Top: A Series of Interviews with Industry Experts

A series of interviews with thought leaders from the CX, Banking, Financial Services and Insurance industries.

How Gamification Can Increase Financial Wellness

Zogo Finance seek to bridge the gap between financial wellness and the younger generation with their educational mobile game and app. IQPC Exchange talked to Bolun Li to find out more about why it is so important for millennials to develop their financial wellness, the challenges of appeali ...

Sponsorship enquiry

2024 Sponsorship Prospectus

This document contains key information regarding the lead generation opportunities available, including audience insights, buyer profiles, investment priorities & more.