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

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

It is the 10th anniversary of the CX BFSI USA Exchange in 2023. As such, we have 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 custo ...

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 ...

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 ...

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CX BFSI Sponsorship prospectus

Download the 2024 sponsorship prospectus for CX BFSI West to see your opportunities

Additional Content Download

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 experiences has now entered the workplace as well, allowing for the concept...

A View from the Top: A Series of Interviews with Industry Experts

A series of interviews with thought leaders from the CX, Banking, Financial Services and Insurance industries.