The Invitation-Only Meeting for Customer Experience Executives in Banking, Financial Services, and Insurance in North America

June 2-3 2025 | The Camby, Phoenix, USA

2021 On-site Videos

#CXBFSI Presentation with CSG: Addressing Your Business’s Biggest Financial Risk: Fragmented Customer Experiences

• Harmonizing disparate systems and data to mitigate the risk of fragmented customer journeys

 • Identifying all your touch points in order to surface your biggest opportunities for improvement

 • Leveraging data-driven orchestration to engage the customer throughout their journey

#CXBFSI Presentation with Eastern Bank: Fintech Is Here To Stay, Why Compete When You Can Collaborate


View the presentation above with Eastern Bank at the CX Exchange BFSI 2021 in Miami, as she shares key insights on:

• Examining the budgetary, legal and regulatory challenges that have impeded API adoption and eliminating them by including these teams in the design phase
• Overcoming the language gap between incumbent providers and next generation fintechs with a cohesive approach
• Exploring the value of data standards in scaling safe data aggregation
• Gaining the buy in of senior leadership teams by translating the value to a language they understand
• Setting innovation challenges for all employees to encourage a culture of critical thinking and idea generation
• Identifying the right process to execute your project with the best interest of the customer in mind, whether that is an internal build or a collaboration with external vendors

#CXBFSI Presentation with US Bank: The Curious Case Of Hybrid Working: Evaluating Your Return To The Office Strategy

• Redefining roles to create the right hybrid-working model, which will not only encourage productivity, but also drive employee satisfaction

• Accounting for the continuously changing habits of customers and employees and measuring change effectively, to continually improve processes

• Resetting the expectations of your teams, to reflect the trust required to work remotely

• Ensuring employees have the right tools and training to build loyal, long standing customer relationships in a digital first world

#CXBFSI Presentation with EasySend: Rethinking The Customer Journey To Create A Faster, More Holistic Digital Experience You Can Scale

• Removing friction points by turning manual tasks into digital customer journeys to provide the seamless experience expected by your customer

• Simplifying and accelerating the digitization process via EasySend’s no code drag and drop builder - your digital app is ready to seamlessly integrate with legacy systems and third party suppliers in a fraction of the time it would take an internal IT department to build

• Breaking down organizational silos to create a holistic view of your customer journey