North America's Premier Invitation-Only Meeting
for CX Leaders in Financial Services
June 02 - 03, 2025 | The Camby, Phoenix, USA
We were sorry to miss you!
In May 2024, the 2nd annual CX BFSI West Exchange took place where Customer Experience leaders from Banking, Financial Services and Insurance industries came together. Over two days, they reached new levels of innovation through collaborative networking and engaging with each other's unique insights where they targeted their biggest pain-points.
1. Customers engage with brands that provide personalized experiences
2. AI will leverage your customer engagement
3. Designing for User Experience creates Customer Experience which evolves to Human Experience
4. We need to bridge the gap between customer experience and employee experience to deliver to the best of our potential
5. Removing data barriers will transform how you understand your customer
Want to learn more about what was discussed, who attended and what solution providers were present - get your copy of the post event report now.
5 Key Takeaways:
1. Customers engage with brands that provide personalized experiences
2. AI will leverage your customer engagement
3. Designing for User Experience creates Customer Experience which evolves to Human Experience
4. We need to bridge the gap between customer experience and employee experience to deliver to the best of our potential
5. Removing data barriers will transform how you understand your customer
Want to learn more about what was discussed, who attended and what solution providers were present - get your copy of the post event report now.
See you in 2025!
Past Speakers from CX BFSI USA West
Lola DeMoon
VP of Customer Experience & User Experience
BMO
Andrew Thompson
VP Manager Client Experience Measurement & Insight
BOK Financial
Seun Aiyese
Chief Operating Officer
First City Credit Union
Ayesha Mathews Wadhwa
Senior Director, Head of Global Brand Experience
Nium
Marc Butterfield
SVP of Innovation
First National Bank of Omaha
Tonya Perez
Chief Experience Officer
USC Credit Union
Ashley Murphy
VP Digital Strategy & Product
Flagstar Bank
Christian Wiklund
Founder & CEO
unitQ
Taylor Vowell
VP of Member Experience
TDECU
Katie Hurley
VP of Marketing
unitQ
Jill LeMaire Redo
VP Digital Customer Experience Strategy
Zeta Global
Sapana Nanuwa
Chief Marketing Officer
Galway Holdings
John Almeida
Global Head of Wealth and Asset Management
ServiceNow
Jack Pursley
Customer Experience & Digital Strategist Leader
Concentrix
Veronica Dale
Director, Experience Design Global Innovation
Manulife/John Hancock
See our Vendor Testimonials
See our Attendee Testimonials
Don't just take our word for it, see how both solution providers and attendees felt about their experience at CX BFSI USA West 2024.
Industry Leading Content
CX C-Suite Report: Banking, Finance and Insurance
Attendee analysis from the last decade of the CX BFSI USA Exchange
What Can Jurassic Park Teach Us About Hyper Personalization?
Exclusive interview with Ken Hubbell, SVP Instructional Design Strategy & Innovation, Wells Fargo
2024 CX BFSI USA West Post Event Report
Get a round up of what you missed at last year's Exchange
How Gamification Can Increase Financial Wellness
Interview with Bolun Li. Founder and CEO of Zogo Finance
2025 Sponsors
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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