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

Philip Paul

Chief Executive Officer Cotribute

Philip Paul is an accomplished entrepreneur whose extensive experience helps Cotribute’s clients navigate the complexities of digital transformation. He has built and led innovative technology businesses, including founding Cerecons, a SaaS platform that became an award-winning leader in coordinated and value-based care before its acquisition by HCSC. As EVP and General Manager at Medecision, a subsidiary of the $32B health insurance provider HCSC, Philip led the development of enterprise-scale platforms, gaining invaluable expertise in building solutions tailored to large organizations’ needs. Philip spent over a decade with a management consulting firm serving Fortune 500 clients, which was later acquired by EDS. He began his academic journey at the National Institute of Technology in Trichy, India, and holds a Bachelor’s degree in Computer Science from the University of Calgary. He has also completed executive education at Harvard Business School, further enhancing his ability to lead Cotribute with a balance of technical expertise and strategic insight. His leadership ensures Cotribute remains focused on delivering real results for financial institutions.

CX Exchange for BFSI West Day 1

11:15 AM EXPERT THINK TANK - Driving Growth Through AI-Based Hyper-Personalization During Acquisition, Cross-Selling & Relationship Growth Phases of the Customer Lifecycle

  • Segmenting customers and matching the appropriate messaging to the persona
  • Presenting the personalized next best financial step or financial product at the right time
  • Expanding the customer relationship from a single product to a deep and wide relationship

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

Download The Latest Agenda