Customer Experience Exchange for Financial Services US

Oct 10 - Oct 11 | United States, Florida, Miami, 100 Chopin Plaza

About Event

Are you ready for the next generation customer?

This Customer Experience Exchange for Financial Services is an outstanding opportunity for heads of customer experience 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.

North America’s leading minds in customer and brand experience will be discussing:

·         Effectively managing the migration to online and mobile banking

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

·         Gaining a comprehensive understanding of the regulatory environment

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

·         Moving from ';big data'; to actionable insight to drive continuous business improvements

·         Embedding customer centricity through effective people engagement, motivation and training


Request your invitation to join this exclusive senior meeting to hear real life CX case studies, discussions, presentations and much more from some of the leading CX minds in US, including:

·         Chief Customer Officer, Travelers   

·         Chief Marketing Officer, PNC

·         EVP – Chief Customer Officer, Nationstar

·         SVP Customer Experience, MetLife

·         SVP, Customer Experience, Fidelity

·         SVP, Head of Digital Marketing, US Bancorp

·         SVP, Director Digital Banking, Santander

·         VP US Public Site Experience, TD Bank

·         Executive Director – Customer Experience, JPMorgan Chase

·         VP Customer Services, Freddie Mac

·         VP Customer Experience & Process Improvement, Citi

·         AVP Emerging Channels, USAA


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 for Financial Services is the event for you.

"The one to one meeting format was a real opportunity to talk about our own needs which is really important and valuable" VP Institutional Clients Group, Citi

"The networking was fantastic, the content was rich, this was well executed and definitely a great spend of two days" Managing Director, Global Head of Client Experience, Barclays


United States, Florida, Miami, 100 Chopin Plaza

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