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

Kristin Bundy

Director Client Service & Support Charles Schwab

CX Exchange for BFSI West Day 1

11:15 AM EXPERT THINK TANK - Creating Immediate Resolutions Through Customer Self-Service

• Offering tools which empower customers to make best financial choices

• Removing customer queues to deliver effective solutions

• Integrating digital services which increase necessary human-to-human contact

Check out the incredible speaker line-up to see who will be joining Kristin.

Download The Latest Agenda