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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

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.

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

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 actionable tips to optimize the employee experience and drive customer satisfaction in the BFSI sector.

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 experiences, foster loyalty, and build lasting trust.

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 appealing to this demographic, and the future of the financial literacy app.