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.

Speakers Include:

Tim Ash

Tim Ash

Keynote, Author & Advisor

TimAsh.com

Lance Gruner

Lance Gruner

EVP Global Customer Care

Mastercard

Richard Owen

Richard Owen

Founder and CEO

OCX Cognition

Aarthi Murali

Aarthi Murali

Chief Customer Officer

M&T

Jennifer Borchardt

Jennifer Borchardt

Vice President, Omnichannel Experience & Strategy | Wealth Management

U.S. Bank

Freddie Simshauser

Freddie Simshauser

Vice President of Culture

Vystar Credit Union

Donn Ogilvie

Donn Ogilvie

Vice President, Product Strategy & Experience Design

Citi

Chuck Rohrig

Chuck Rohrig

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

USAA

Jessica Harn

Jessica Harn

Director of Customer Experience

Freddie Mac

Eric Kaiser

Eric Kaiser

Service Design Director - Digital Customer Experience & Strategy

TD

Andrew Stevens

Andrew Stevens

Global Banking Expert

Quadient

Jessica Nordlander

Jessica Nordlander

Chief Operating Officer

Thoughtexchange

Sonia Bizier

Sonia Bizier

Head of Corporate Sales

Thoughtexchange

Vincent Bezemer

Vincent Bezemer

SVP Americas

Backbase

Faizal Chaudhury

Faizal Chaudhury

Vice President of Customer Centricity

Sallie Mae

Neal Keene

Neal Keene

Chief Technology Officer

Smart Communications

Oliver Nono

Oliver Nono

Head of Customer Success Executives

Zendesk

Scott Lawrence

Scott Lawrence

Executive Director - Experience Practice

CSG

Christine Rimer

Christine Rimer

VP, Customer Experience Advocacy

Usabilla

Keith Pearson

Keith Pearson

Head of Financial Services, EMEA

ServiceNow

Ken Mertzel

Ken Mertzel

Global Industry Leader Financial Services

Automation Anywhere

Virtual Roundtables

Bring you and your peers face-to-face to discuss your greatest challenges in a virtual exchange format through peer-to-peer brainstorming. Select which roundtable most appeals to you, and jump in to personally connect with a group of like minded peers for an hour long, in-depth discussion to exchange ideas and best practice. Create meaningful connections based on mutual challenges and concerns, and build relationships to keep the conversation going once the event is over!

Virtual Meetings

The virtualisation of our one-to-one meetings with our sponsor partners will connect you with highly recommended solution-providers to help uncover extensions to your existing technology stack and brand new customer centred solutions to help you better achieve your objectives and drive your customer
engagement and experience strategy forward.

Interactive Content

All of our content is uniquely interactive to help you answer your burning questions. Our diverse collection of roundtables, fireside chats, panel discussions and keynote presentations are all designed to expose you to an array of success stories and case studies from the community, and allow you ample time to answer the questions that matter to you most.

Testimonials

Secure Your Place at the Exchange!

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

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 info@exchangeevents.co.uk 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.