Innovate Your CX Strategy To Meet
The Demands Of Today’s Customer In
Banking, Financial Services and Insurance

At the Virtual Exchange, access the most exclusive network of CX leaders the BFSI industry has to offer due to our invitation-only policy. Four months of in-depth research plus the very best brands on the speaker panel ensure your mind will be truly stretched. Discover how recommended suppliers would approach your greatest challenges during private consultative business meetings.

Fostering a community and forging great relationships across the BFSI space
With just 80 senior leaders in attendance, who are all in the same improvement mindset as you, you’ll get the opportunity to meet everyone at this intimate forum by the time you leave. Don’t just attend, take part. The range of panel discussions, roundtables, think tanks and dedicated networking sessions allow you to dig deep into the topics that matter to you most.

Past Speakers Include:

Lance Gruner

Lance Gruner

EVP Global Customer Care


Aarthi Murali

Aarthi Murali

Chief Customer Officer


Jennifer Borchardt

Jennifer Borchardt

Vice President, Omnichannel Experience & Strategy | Wealth Management

U.S. Bank

Donn Ogilvie

Donn Ogilvie

Vice President, Product Strategy & Experience Design


Chuck Rohrig

Chuck Rohrig

Director, Senior Experience Owner | P&C Distribution & Service Experience Management


Jessica Harn

Jessica Harn

Director of Customer Experience

Freddie Mac

Eric Kaiser

Eric Kaiser

Service Design Director - Digital Customer Experience & Strategy



Access to the Exchange is limited. Exchange delegates and sponsors are handpicked based on their ability to contribute at a strategic level, creating the ideal environment for idea generation. The CX Exchange BFSI is capped at 80 attendees, creating the optimal value of your time.


A true peer-to-peer environment means that those in attendance are of the same seniority level. The CX Exchange BFSI brings together a unique group of the most active IT executives in the world today as they not only work to execute today’s plan but also develop the strategy for tomorrow.


A true peer-to-peer environment that sparks inspiration from Keynote Sessions, BrainWeaves, MasterClasses, and One-on-one Business Meetings as you make connections with the most innovative and cutting edge executives and solution providers in the industry today.


Secure Your Place at the Exchange!

If you are interested in attending, please contact our Audience Development Team!

Highlights from the 2019 Exchange

Industry Leading Content

A View From the Top: Industry Experts

CX BFSI Investment Priorities 2019

Personalization vs Automation

Contact Us

If you are interested in attending the Customer Experience Exchange for Banking, Financial Services and Insurance, please contact or call +44 (0) 207 368 9484 for further information.

Get involved with the latest discussions around CX BFSI, and receive speaker, sponsor, venue, and content updates about the Exchange by following us across our social media channels.