Are you Ready for the Next Generation Customer?

This Customer Experience Exchange for Banking, Financial Services & Insurance (BFSI) is an outstanding opportunity for you to learn lessons from the most successful financial institutes in the field. In just two days out of the office you’ll save months and potentially years of strategy heartache. You'll hear from leaders from across North America talk about their winning strategies in Financial Services, Banking and Insurance.

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2017 Featured Speakers Include

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Join North America’s leading minds in customer and brand experience to discuss:

Effectively managing the migration to online and mobile banking

Implementing appropriate processes and channel strategies to counter changes in consumer behaviour

Extracting maximum value from social media to ensure a holistic customer experience

Extracting maximum value from social media to ensure a holistic customer experience

Gaining a comprehensive understanding of the regulatory environment

Embedding customer centricity through effective people engagement, motivation and training

If you are passionate about securing the future of your business through the customer experience you provide, if you have ideas to share, opinions on what needs to change and an ability to make things happen, then the Customer Experience Exchange BFSI is the event for you.

Download the Agenda

North America’s Leading CX event for the Banking, Financial Services & Insurance Sector



C-level Executives



Industry Leading Speakers



Innovation Solution Providers




Invitation Only

  • Hand selected senior executive attendance ONLY
  • Industry leading and recommended solutions and services providers
  • Inspiring speakers and thought leaders

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Expand your knowledge

  • Select from visionary case studies, thought provoking roundtables and in-depth ThinkTank sessions
  • Forge new relationship with CX executives from the biggest North American FS organizations
  • Discover and discuss the most innovative and cutting edge CX technologies

Why Attend?

Unlike any Exhibition or Conference

  • Maximize your time out of the office by customizing your itinerary to focus on the topics that matter most to your business
  • Networking at the Exchange allows you to continue the discussions with your peers in a relaxed and informal atmosphere
  • Pre-scheduled 1-2-1 business meetings allow you to only meet industry leaders that can help you with your biggest challenges

The Exchange Format

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