Advancing Engagement and Connection in a New Era of Customer Excellence

Welcome to the 2nd  annual CX BFSI West Exchange for Banking, Financial Services and Insurance. 10 years of CX innovation, digitization and enhanced experiences reaching new heights and leaders aiming for the stars to test the boundaries of innovation.  
 
In the face of the looming recession and the aftermath of the pandemic, are you the CX leader leading the march towards placing customers at the heart of the organization and guaranteeing value across your business from board room to contact center?  

Don’t miss this annual Exchange, where we seek to define a new era of Customer Excellence and explore how to bridge the gap between experience as it stands today and the CX utopia of tomorrow. We look forward to welcoming you in May.

Key Themes for 2024

Financial Wellness

Transforming CX With Data

Keeping Digital Transformation Human

The Next Generation Of CX Strategy

Understanding CX Through the Employee Experience

Why Attend The CX BFSI USA Exchange?

Get an insight into what you can expect this May by taking a look 
at the 
highlights from past CX BFSI USA Exchange events. 

A FIVE STAR EVENT!

Free Insights

CX C-Suite Report: Banking, Finance and Insurance

Attendee analysis from the last decade of the CX BFSI USA Exchange

What Can Jurassic Park Teach Us About Hyper Personalization? 

Exclusive interview with Ken Hubbell, SVP Instructional Design Strategy & Innovation, Wells Fargo 

2022 CX Investment Priorities Round Up

Investment priorities from our CX Exchanges in 2022

How Gamification Can Increase Financial Wellness

Interview with Bolun Li. Founder and CEO of Zogo Finance
 

2024 CX BFSI VENUE | THE WESTIN ANAHEIM RESORT, CA, USA 

We’re looking forward to welcoming the CX BFSI community in the heart of metropolitan, The Westin Anaheim Resort is a versatile meetings and wedding venue with luxurious accommodations, sumptuous cuisine, and elegant event spaces. The hotel features nearly 50,000 square feet of event space and 23 event rooms, including over 14,000 square feet of flexible meeting space. Outdoor spaces are also available to soak up the year round sunshine.

Meet the 2024 Sponsors

Event Highlights 

Contact Us

If you are interested in attending the Customer Experience Exchange for Banking, Financial Services and Insurance, please contact info@exchangeevents.co.uk or call +44 (0) 207 368 9484 for further information.