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North America's top CX executives in the Banking, Financial Services & Insurance have shared with us the top investment priorities which are shaping their strategies over the coming 12 months. Download this infographic to find out more!

The Exchange joined the leading Chiefs, Directors and Heads of CX from across the United States, plus the most innovative solution providers within our community. Discussing the latest strategies for driving, maintaining and rebuilding customer engagement at this most senior level CX event out there. 

Read our exclusive Post Event Report and gain an insight into the companies taking part in the race to truly understand their customers, discover innovative approaches that truly leverages customer insight and find out why the CX BFSI Exchange is the must attend event of the year.

The Agenda for the Customer Experience Exchange gives you detail and insight into the learning opportunities available at the Exchange. Allowing you to visualize how you and your company can benefit from attending the event, benchmarking with senior attendees and, perhaps most importantly, discover how the Exchange can ensure you are always at the cutting edge when it comes to new technologies and developments in the CX arena.

We surveyed our network of CX leaders within banking, financial services and insurance to discover where they’re investing their budgets over the next 6-12 months. Not only did they outline their immediate investment needs* but also outlined their investment interests in areas they are wanting to learn more about.

The CX BFSI US Exchange (October 2019) was our biggest event yet in the series. Download the Post-Event Report for an insight into what happened over the 2.5 days including the senior level CX leaders who attended, the key takeaways, sessions highlights and much more!

Ahead of the Customer Experience Exchange for Financial Services, we surveyed our elite group of customer experience leaders attending the event to understand their biggest CX challenges, and which tools and solutions they plan to invest in over the next 6 - 18 months to build customer trust and drive profitable growth with a holistic customer experience strategy. 

The pace of change within the BFSI sector is increasing at a very fast rate, with disruptors around every corner. 

It’s now common knowledge that companies offering only out-dated solutions to customers will become irrelevant incredibly quickly. If you’re not online, mobile-friendly and able to digitally offer services, then you need to make sure you invest in the right technology as soon as possible.

Download this exclusive report to discover how BFSI industry leaders are ensuring thier strategies are fit for purpose in this ever changing industry, the report also features insight from CX solutions and service providers, making it a must read!

North America’s top Customer Experience executives within the Banking, Financial Services and Insurance industries have shared the challenges and investment areas that are shaping their 2018 strategies in this definitive guide into CX budget assignment. The proliferation of new technologies and the ever-changing nature of customer interaction make for a fresh myriad of challenges for those ultimately responsible for these strategies.

So which challenges are keeping executives awake at night? And which services and solutions are they prioritizing with 2018 just around the corner? This in-depth research seeks to outline these critical questions and help better understand marketing spend.

THE RESEARCH

This report has been created with insight from senior executives who are attending the Customer Experience Exchange BFSI, to meet with providers in an one-on-one setting, who can hopefully help them resolve their biggest challenges. Featuring a full analysis of the most critical challenges facing those responsible for the CX / UX functions and offering insight into which solutions and services look set to top investment in 2018. You will also see a full industry breakdown as well as full financial breakdown of the executives who took part in this research and much, much more.

So how are BFSI organizations coping with the changing consumer expectations? And which challenges are they most worried about as we move into 2018? Simply download to find out!