The Invitation-Only Meeting for Customer Experience Executives in Banking, Financial Services, and Insurance in North America

June 1-2, 2026 | Phoenix, USA

Resource Library

Welcome to the Customer Experience Exchange for Banking, Financial Services and Insurance Resource Library. Here you will find exclusive thought leadership content from past Exchanges as well as industry-leading content which you are able to download for free.

Featured Downloads

CX BFSI West | 2024 Post Event Report

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

How Yonder is Reinventing Customer Experience for the Next Generation | A Case Study

“Gen Zs were practically born with a mobile device in hand and millennials are just as savvy,” says Tim Chong, CEO and co-founder of UK credit card startup Yonder. As a credit card designed for the modern explorer, Yonder’s approach to customer experience homes in on the key priorities fo ...

Transforming Customer Experiences in BFSI: Q&A with Trish Wethman

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 in this sector should be doing around digital transformation, personalization, and tr ...

Case Study: Holistic CX Strategies and Employee Experience

In this exclusive interview with Benjamin Easaw, Managing Director, Digital Experience Design, learn how Cetera Financial Group have implemented a holistic CX strategy and started investing in employee experience to improve their overall customer centricity.

CX C-Suite Report: Banking, Finance and Insurance

2023 brought the 10th anniversary of CX BFSI USA Exchange West. As such, we compiled attendee analysis from the last decade, with guests such as JPMorgan Chase to Mastercard. Attendees are from organizations with an annual turnover of $1 billion or above, and have direct control over customer e ...

What Can Jurassic Park Teach Us About Hyper-Personalization?

IQPC Exchange recently interviewed Ken Hubbell, SVP Instructional Design Strategy & Innovation for Wells Fargo, on how to adapt customer experience strategies to suit the Millennial generation, the many challenges with hyper-personalization, and the future of the Metaverse. Some of his resp ...

The Impact of Personalization on Loyalty and Growth

Personalization is key to unlocking customer loyalty and revenue growth. Discover the data-driven approaches to create buzz, drive purchases, and earn loyalty with tailored products.

The Employee Experience Imperative: Why it is Critical for Customer Experience in BFSI

With the customer experience being at the forefront of consumer-facing industries for the last decade, there's now a pre-conceived notion that organizations will provide hyper-personalised offerings tailored towards the customers' precise needs and preferences. This expectation for personalized e ...

How Gamification Can Increase Financial Wellness

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 appeali ...

Additional Content Download

CX BFSI West Exchange 2025 Post Event Report

Unlock the Future of Customer Experience in BFSI – Download the CX BFSI Exchange West 2025 Post Event Report 

Discover the key insights, trends, and innovations that shaped the CX BFSI Exchange West 2025.

This comprehensive post-event report offers exclusive access to expert speaker highlights, actionable strategies, and data-driven takeaways from America's leading customer experience event for BFSI professionals. As a senior CX leader, this report is your essential guide to staying ahead in a rapidly evolving landscape. Learn how top brands are transforming customer journeys, leveraging AI and personalization, and driving loyalty in 2025 and beyond.

📥 Download now to gain:

  • A rundown of key takeaways from our esteemed speaking sessions
  • Exclusive feedback from sponsors and attendees alike
  • A full audience breakdown of attendees