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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Matthew Lehman

Industry Principal RingCentral

“Make connections matter by improving employee and customer experiences across all financial institutions. Create personalized experiences for customers, members, clients and policy holders with secure and compliant communications. RingCentral lets Banks, Credit Unions, Insurers, Wealth Managers, and Mortgage Lenders effectively and securely incorporate message, video, phone, AI, and contact center capabilities into their critical processes, such as operations, customer acquisition/onboarding, customer experience, claims, customer service, and omnichannel engagement. The ability to seamlessly connect enables financial institutions to drive value and reduce costs while improving customer and employee satisfaction.”

CX Exchange for BFSI West Day 1

5:55 PM PARTNER PRESENTATION - The Re-invigoration Of AI With The Advent Of Generative AI

In the realm of banking, wealth, and asset management, there exists a profound opportunity to amplify productivity. This is achievable through technology, while maintaining a delicate equilibrium between prospecting, and delivering, tailored advisement and service to a burgeoning clientele.

Despite some strides in productivity enhancement, you are at risks of lag due to years of the sectors’ technological neglect. This has already been seen in convoluted

processes, manual tasks, disjointed systems, and an overwhelming burden of compliance obligations.

These challenges are pushing your bankers, financial advisors, and operations personnel to their limits. By joining, you will explore the game-changing potential of

how AI-driven generative technologies are poised to reshape the future landscape of the financial industry.

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

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Address: IQPC Ltd, 129 Wilton Road,
London SW1V 1JZ
Telephone: +44 (0) 207 368 9484
Fax: 44 (0) 207 368 9301
Email: exchangeinfo@iqpc.com