The Invitation-Only Meeting for Customer Experience Executives in Banking, Financial Services, and Insurance in North America
June 02 - 03, 2025
| The Camby, Phoenix, USA
PIONEERING TECH & DATA CAPABILITIES TO DELIVER PERSONALIZED, SECURE & INNOVATIVE CUSTOMER SOLUTIONS
Welcome to the 12th year of the CX Exchange for Banking, Financial Services, and Insurance executives! When the Exchange launched over a decade ago, the industry was on the verge of challenger banks and insurtechs, with traditional transactions and customer interactions still delivering the “norm”. Today, the financial sector has entered a digitized ecosystem with constantly connected customers who seek the speed and convenience of ecommerce with personal touch and advise of 5* hospitality. To stay relevant in this ever-changing digital world, CX leaders need to deliver both, whilst simultaneously staying one step ahead in an unpredictable and highly regulated sector.
This is a period where CX leaders must justify the worth of new investments by demonstrating the fundamental requirements of CX for industry growth potential. Furthermore, as customers expectations develop, organizations must balance expanding service channels for a diverse consumer base, whilst deterring fraud and risk; it all comes down to delivering secure, personalized and innovate experiences fit for an unknown future!
Join us this June as CX leaders from across the space come together to benchmark how to not only keep the field of CX alive, but make it the gamechanger for organizations seeking to differentiate themselves in increasingly disloyal times.
This is a period where CX leaders must justify the worth of new investments by demonstrating the fundamental requirements of CX for industry growth potential. Furthermore, as customers expectations develop, organizations must balance expanding service channels for a diverse consumer base, whilst deterring fraud and risk; it all comes down to delivering secure, personalized and innovate experiences fit for an unknown future!
Join us this June as CX leaders from across the space come together to benchmark how to not only keep the field of CX alive, but make it the gamechanger for organizations seeking to differentiate themselves in increasingly disloyal times.
Key Themes
Technology & AI as the Best CX Tool
Customer Data &
Personalization
Personalization
Open Banking & The Future of Finance
Managing Accessible Finance & Fraud
Featured Speakers
David Benavides III
SVP Head of Consumer Digital Servicing & Capabilities
KeyBank
Chelsea Lawley
Managing Director, Digital Analytics
Charles Schwab
Kristin Bundy
Director Client Service & Support
Charles Schwab
James Legeman
Head of Customer Experience
Pacific Life
Abhimanyu Singh
SVP Digital Commerce
Truist
Smita Bhatnagar
Director Strategy & PMO
Affirm
Sharby Kennard
Director EB Customer Experience
Voya Financial
Jason Lazzerini
EVP Chief Digital Officer
Central Pacific Bank
David Hall
SVP, Director Digital Experience, Innovation & Technology
Bank of Hawaii
Chris Brahney
SVP Sales & Member Experience
Nuvision Credit Union
Jeffery Carson
Vice President, Journey Analytics & Operations
Synchrony
How did Cetera Financial Group implement their holisitic CX Strategy?
Exclusive interview with Benjamin Easaw, Managing Director, Digital Experience Design at Cetera Financial Group
Jurrasic Park the answer to hyper-personalization?
Exclusive interview with Ken Hubbell, SVP Instructional Design Strategy & Innovation for Wells Fargo, on how to adapt customer experience strategies to suit the Millennial generation
Mobile games for financial wellness?
Zogo Finance seek to bridge the gap between financial wellness and the younger generation with their educational mobile game and app
2025 Sponsors
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Contact Us
If you are interested in attending the Customer Experience Exchange for Banking, Financial Services and Insurance, please contact info@exchangeevents.co.uk or call +44 (0) 207 368 9484 for further information.
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QUESTIONS?
Address: IQPC Ltd, 129 Wilton Road,
London SW1V 1JZ
Telephone: +44 (0) 207 368 9484
Fax: 44 (0) 207 368 9301
Email: exchangeinfo@iqpc.com
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