NORTH AMERICA'S PREMIER INVITATION-ONLY MEETING FOR CX & CUSTOMER CONTACT LEADERS IN FINANCIAL SERVICES

October 14-15 2025 | Miami Marriott Biscayne Bay, Florida

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Doug Bartels

Chief Operating Officer, Investments Practice Northern Trust

CX Exchange for BFSI Day 2

1:00 PM SMARTER PERSONALIZATION – UNLOCKING CRM & ANALYTICS FOR FINANCIAL SERVICES

Personalization is no longer a luxury in financial services-it’s an expectation. But delivering truly tailored experiences at scale requires more than intuition; it demands data-driven precision. This session explores how banks, insurers, and financial institutions can harness CRM systems with built-in analytics to understand customer needs, predict behaviors, and proactively engage with them.

Leveraging CRM analytics to enhance customer segmentation and personalization
Using data-driven insights to deliver hyper-personalized financial products and services
Improving retention and lifetime value through predictive engagement strategies
Overcoming data silos to create a unified, 360-degree customer view

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

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Address: IQPC Ltd, 129 Wilton Road,
London SW1V 1JZ
Telephone: +44 (0) 207 368 9484
Fax: 44 (0) 207 368 9301
Email: exchangeinfo@iqpc.com