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CX BFSI USA Exchange East | 2024 Post Event Report

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

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 actionable tips to optimize the employee experience and drive customer satisfaction in the BFSI sector.

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

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 experiences, foster loyalty, and build lasting trust.

How Gamification Can Increase Financial Wellness

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 appealing to this demographic, and the future of the financial literacy app.