Resource Library

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.

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Unlocking the Unconventional: Exploring Multi-Branded Strategies in Financial Services

Why are multi-branded strategies in the banking sector so unusual? The CX Exchange team talked to Jonas Ng, the Chief Operating Officer at Laurel Road, a brand of KeyBank, to discuss this, the implications it has on CX, and the challenges and opportunities it allowed them. 

CX C-Suite Report: Banking, Finance and Insurance

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 custome ...

What Can Jurassic Park Teach Us About Hyper-Personalization?

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 ...

Top 15 Investment Priorities for CX BFSI Leaders

It is a new era for CX Leaders in finance and insurance. In an increasingly competitive space where brand loyalty is dwindling, enhancements in technology, phygical experiences, and customer journeys are needed to evolve to the demands of the consumer and become truly customer centric. This i ...

A View from the Top: A Series of Interviews with Industry Experts

A series of interviews with thought leaders from the CX, Banking, Financial Services and Insurance industries.

How Gamification Can Increase Financial Wellness

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 ...

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Partner Programme 2023

If you want to become one of next year's main partners of our CX Exchange events, you can download our detailed Partner Programme for 2023.

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Personalization vs Automation

Customers are engaging with FS organizations in a much more sophisticated way than ever before, with the emergence of digital handing the power directly to the customer. But how are organizations using emotional engagement, personalization, even individualization in the fight to remaining competitive? How are the biggest FS players delivering...

Welcome to Digital Disruption

Buying behavior have forever changed with customers in all markets. As a result, financial firms now need to compete with a whole new kind of ‘great’ experience. Ulrika from Lithium takes the audience through how FS organizations can allow customers to take charge through digital.

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CX BFSI Exchange USA Prospectus

Explore the exclusive networking, sponsorship and exhibition opportunities through one-to-one meetings, Thought Leadership Sessions, Virtual Think Tanks, Interactive Roundtable Discussions and more. Download the Sponsorship Prospectus to see how you can get involved.