NORTH AMERICA'S PREMIER INVITATION-ONLY MEETING
FOR CX LEADERS IN FINANCIAL SERVICES
📅 October 14-15 2025
📍 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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Fax: 44 (0) 207 368 9301
Email: exchangeinfo@iqpc.com
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