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

What's New for 2018?

Now in its 5th year, the CX Exchange for Banking, Financial Services and Insurance (BFSI) is bigger and better than ever!

Check out the key themes for the CX Exchange for BFSI this year:

Provide personalized, trustworthy experiences in 2018 and beyond

Embrace the digital revolution with AI, self-service and emerging technologies to provide for your future customer

Create unified experiences across all channels in an omni-channel environment

Transform your company culture and brand to design winning customer experience

Craft an end-to-end customer experience by leveraging data-lead analytics

We are now in full swing of the digital revolution, and embracing new technology early may be the perfect way to impress your customers and stand out from the crowd! But as we all know digital strategies are not the only way to create personalized, seamless experiences for your existing and future customers. The Exchange will give you ample opportunity to learn from, network with, and benchmark your customer, culture and brand strategies against the top Banking, Financial Services and Insurance brands globally.

Take a look at the range of interactive sessions we have available at the Exchange to ensure that you make the most of 2 days out of the office:

Deep Dive Panel:

Fintech take over - Innovative and disruptive strategies in CX

Match-maker tables:

Live, eat and breathe customer

Think Tank:

Humanizing digital and the future of distributed experience

One to One Meetings:

Meet with the solution providers are of most interest to you

Fireside Chat:

Aligning CX, marketing and brand strategies to deliver for your customers

Vendor Spotlight:

Welcome to the Dragon’s Lair! Pitch your innovative CX solution to a panel of expert judges

Breakfast Briefing:

Women in Banking, Financial Services and Insurance