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.

Featured Downloads

Sister Event: CX BFSI Exchange West 2026 Post Event Report

What's next for CX in banking and financial services? Download the report the standout insights, biggest trends, and game-changing strategies from CX BFSI Exchange West 2026 - the sister event to CX BFSI Exchange East - and get a glimpse of the conversations set to shape the year ahead.

CX BFSI East Exchange 2025 Post Event Report

The CX BFSI East Exchange 2025 Post‑Event Report delivers an in‑depth look at the strategies, innovations, and insights shaping the future of customer experience across the banking, financial services, and insurance sectors. This comprehensive recap highlights the region’s most influential CX lea ...

The Insurance CX Playbook: Getting Onboarding Claims and Service Right

Discover how leading insurers are transforming customer experience in an increasingly complex, AI-driven landscape. The Insurance CX Playbook explores the critical moments that define trust - onboarding and claims - and reveals how organisations can simplify complexity, improve transparenc ...

CX BFSI USA Exchange East | 2024 Post Event Report

Download the 2024 post event report for exclusive insights on industry investment priorities, audience breakdown, key themes discussed at the event, and much more!

Two Sides of the Same Coin: Aligning EX and CX for Success in BFSI

In this article, Ray Harris, Senior Vice President and Senior Director of Client Success at First Citizens Bank, shares insight into how enhancing employee experience within BFSI organizations is critical for improving the customer experience. Read on to discover practical strategies and actionab ...

Transforming Customer Experiences in BFSI: Q&A with Trish Wethman

In this interview, Trish Wethman, Chief Customer Officer at Best Egg, discusses how BFSI organizations can keep up with evolving customer expectations. Read on to find out what CX leaders should be doing around digital transformation, personalization, and transparency to elevate customer experien ...

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 ...

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 ...

Brochure

CX Insurance Exchange - Event Guide

CX Insurance Exchange | 📅 October 15–16

Download the agenda for the CX Insurance Exchange and discover how leading insurance CX and customer service leaders are driving measurable business impact through innovation, customer-centricity, and trusted transformation.

  • Key themes include: How to Use AI to Enhance CX Without Compromising Trust
  • Reimagine Claims & Service Journeys for a Digital-First World
  • Prove the Value of CX and Embed Customer-Centricity Across the Business & Supplier Base
  • Build the Talent & Change Capabilities to Sustain CX Transformation

Join peers from across the insurance industry to explore practical strategies for improving customer outcomes, modernising service experiences, embedding customer insight into decision-making, and accelerating sustainable CX transformation at scale.

Sponsorship enquiry

CX Insurance Exchange - Sponsorship Packages

Find out more about the packages available at the CX Insurance Exchange, part of the BFSI Exchange portfolio in 2026.

CX BFSI Exchange USA - Partnership Opportunities

Discover how leading financial institutions are redefining customer experience at the CX BFSI Exchange USA . This document offers a concise overview of how your brand can collaborate with top-tier banking, financial services, and insurance (BFSI) leaders driving innovation across North America.

Inside, you'll find tailored partnership packages, strategic engagement opportunities, and insights into the high-value audience of senior decision-makers shaping the future of CX. Whether you're looking to build brand visibility, generate qualified leads, or position your organization as a thought leader, this guide outlines the pathways to meaningful, results-driven collaboration.

Download now to explore how you can align your solutions with the evolving priorities of the BFSI sector.

CX BFSI East Exchange - Event Agenda

CX BFSI Exchange East | 📅 OCTOBER 13-14 📍 Intercontinental Miami, Florida

Download the agenda for the Customer Experience & Customer Service Exchange for Banking, Financial Services and Insurance leaders and sign-up to hear how JPMorganChase, First United Bank, Citi, Citizens, Eastern Bank, U.S. Bank and more are unlocking measurable CX impact through innovation & trust.

Key topics include:

  • Creating a Customer-Centric Culture
  • Strategic AI Integration
  • Adapting CX to Economic Volatility
  • Evolving Customer Expectations
  • Deconstructing Silos to Hyper-personalize EX = CX

Glassbox Case Study | CX BFSI Event Partner Experience

Discover how Glassbox used the CX BFSI Exchange to engage senior CX, Digital, and Transformation leaders and convert curated conversations into measurable pipeline impact. This success story reveals how they generated high‑quality opportunities, accelerated follow‑ups within weeks, and achieved stronger ROI than comparable industry events. Download the case study to see what made their sponsorship so effective - and what's possible for your organization too.