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

June 2-3 2025 | The Camby, Phoenix, USA

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CX BFSI West | 2024 Post Event Report

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

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 for the next generation of credit card users: digital convenience, excellence in UX and fraud protection, and rewards that hold real value and are easy to redeem.

Read the interview with Tim Chong for insights into:

  • How customer expectations in the BFSI sector are evolving and how Yonder is aiming to meet these
  • Why perfecting the back-end infrastructure is just as important as the UX and design
  • Balancing user-friendly design with unparalleled fraud protection
Transforming Customer Experiences in BFSI: Q&A with Trish Wethman

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 transparency to elevate customer experiences, foster loyalty, and build lasting trust.

What Can Jurassic Park Teach Us About Hyper-Personalization?

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

The Impact of Personalization on Loyalty and Growth

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.

How Gamification Can Increase Financial Wellness

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

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

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 of employee experience (EX) to evolve and develop in the employee sphere.