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.
Download the 2024 post event report for exclusive insights on industry investment priorities, audience breakdown, key themes discussed at the event, and much more!
In this exclusive interview with Benjamin Easaw, Managing Director, Digital Experience Design, learn how Cetera Financial Group have implemented a holistic CX strategy and started investing in employee experience to improve their overall customer centricity.
It is the 10th anniversary of the CX BFSI USA Exchange in 2023. As such, we have compiled attendee analysis from the last decade, with guests such as JPMorgan Chase to Mastercard. Attendees are from organizations with an annual turnover of $1 billion or above, and have direct control over custo ...
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 ...
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 ...
Download the 2024 sponsorship prospectus for CX BFSI West to see your opportunities
Personalization is key to unlocking customer loyalty and revenue growth. Discover the data-driven approaches to create buzz, drive purchases, and earn loyalty with tailored products.
With the customer experience being at the forefront of consumer-facing industries for the last decade, there's now a pre-conceived notion that organizations will provide hyper-personalised offerings tailored towards the customers' precise needs and preferences. This expectation for personalized experiences has now entered the workplace as well, allowing for the concept...
A series of interviews with thought leaders from the CX, Banking, Financial Services and Insurance industries.