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
View the presentation above with Karen Oakland, VP Industry Marketing from Smart Communications at the CX Exchange BFSI 2021 in Miami, as she share key insights on:
• Learn how banks can make changes to deliver better convenience, speed and personalization. Use existing data and real-time customer behaviour to orchestrate an interaction, such as a loan application or request for forbearance, with an omnichannel approach
• Learn how banks can make changes to deliver better convenience, speed and personalization. Use existing data and real-time customer behaviour to orchestrate an interaction, such as a loan application or request for forbearance, with an omnichannel approach
• Speed up turnaround time by reducing paper and manual work involved in your forms processes
• Improve interactions with financial advisors and contact centers, building loyalty instead of frustration
• Gain insights on how to optimize self-service and deliver real-time, on-demand communications that are fully compliant
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