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
Matthew Lehman
Head of Industry Strategy, Financial Services RingCentral
Matthew Lehman is the Head of Industry Strategy at RingCentral focused on Financial Services. Prior to joining RingCentral in 2021, Matt was the Chief Digital Officer at Westfield Insurance and has spent more than 20 years in senior digital leadership roles at leading banks and insurance firms including Progressive, KeyBank, FleetBoston Financial, and AmTrust. He began his career as an investment banker in the Entertainment and Media group at JP Morgan Chase and was also part of the leadership team at Launch Media, which had a successful IPO prior to selling to Yahoo! Matt has an MBA from Cornell University and a BA in Economics and East Asian Studies from Colby College.
CX Exchange for BFSI West Day 1
5:45 PM PARTNER PRESENTATION - Improving Customer Experience In Uncertain Times
Bankers and CU leaders are working through a period of uncertainty, but the need to improve CX and EX remains constant. In this session we will talk about low-risk ways to utilize new Gen AI tools paired with your customer interactions to create actionable tactics and drive business outcomes.
Customer data is indeed the new oil, and it will power an engine of improved sentiment analysis, better coaching for your associates and agents, and improved cross-sell.
Learn how other financial services firms are navigating through this turbulent time.
Check out the incredible speaker line-up to see who will be joining Matthew.
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