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.

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 customer experience budgets as well as careers at the C-Suite level. This exclusive report from the CX c-level community uncovers the changing investment priorities since 2014, key challenges from 2022 and a reflection of previous future predictions.

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 responses make uncanny comparisons to Jurassic Park, building a house on top of Snoop Dog’s home and coloring in.

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 appealing to this demographic, and the future of the financial literacy app.