Resource Library

Welcome to the Customer Experience Exchange for BFSI Resource Library. Here you will find up-to-date thought leadership content from CX leaders within Banking, Financial Services and Insurance as well as key Exchange information.

Featured Content

2023 Post Event Report

Access the 2023 CX BFSI UK Post Event Report here!This exclusive report includes audience insights, key event statistics, and trusted testimonials from Domestic & General, Barclays, LSEG, Cuvva & more.

Human Touch & Digital Convenience

How are customer banking experiences & desires changing? Have a quick read here!

A Decade of Data - Investment Priorities of CX Leaders in Banking, Finance and Insurance

The CX BFSI Exchange is a long-standing event, providing extensive data to analyse changing investment priorities over the past decade.With inevitable enhancements within CX, the BFSI has seen many shifts in customer behaviour, forcing companies to evolve. Take a look at the different areas within CX which have been prioritised...

How VoC Data Has Won NPS Boosts For Zurich Insurance

How Zurich Insurance is using customer insights to accelerate and personalise experiences.There are great benefits to letting your customers do the talking. At Medallia’s London City Tour event, CX Network spoke to Clairy Moraitou, Global Head of Customer Insights and Analytics and Monika Schulze, Global Head of Customer and Digital...

How To Get Your Customer To Fall In Love With You [Monzo]

Customer loyalty is one thing, but brand advocacy is another. Learn from a titan of CX within Banking - Director of Customer Operations at Monzo on how to further improve your customer experience strategy. In turn, learn the secret behind getting your customer to fall in love with you. Here's...

From the Archives

[Report] The Evolution of Financial Services: Traditional. Challenger. Disruptor.

The time has come to put your customers at the heart of your business, whether its a traditional, challenger, disruptor model the customer must be at the heart of the business. This report focuses on the customer strategy of brands including; AXA Business Insurance, Direct Line Group, Metro Bank, Atom...