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

David Eldred

Chief Experience Officer Solarity Credit Union

CX Exchange for BFSI West Day 1

5:25 PM CASE STUDY FIRESIDE CHAT - Teller-Less, Support More: Improving CX Through Digital Transformation With Tellerless Branches

This case study will delve into the successful strategy of Solarity Credit Union’s CXO,

David Eldred, in an effort to leverage the in-branch experience.

From identifying core customer segments through to developing deeper customer

relationships, Solarity have been able to improve transaction times and processes for

members whilst simultaneously supporting valued employees.

Join this session as we take the opportunity to understand their strategy whilst achieving

financial reward!

• Establishing a transformative initiative

• Tackling the hurdles of data challenge

• Evaluating your current model

• Evaluating insights for productive next steps

Check out the incredible speaker line-up to see who will be joining David.

Download The Latest Agenda