The 11th annual CX BFSI East Exchange will take place on October 15-16 2024 at the InterContinental Miami, Florida. Uniting senior experience leaders from the USA’s largest banks, insurers, financial services providers, and FinTechs for two days of learning, networking, and discovery, attendees will gain valuable new perspectives on enhancing customer experiences in today’s complex landscape.
With an extra special appearance from the real-life Wolf of Wall Street Jordan Belfort, this year’s event is set to exceed all expectations and provide one of the most exciting, informative, and valuable agendas the Exchange has ever seen. In a specially scheduled ‘Evening with Jordan Belfort’ on Tuesday October 15, attendees will have the opportunity to take part in an intimate Think Tank hosted by Jordan Belfort. This will be followed by a Keynote Presentation where the former banker will share tips on mastering the art of communication with customers. The evening will end with an informal meet and greet with Jordan Belfort himself.
The rest of the world-class speaker faculty is comprised of senior customer and experience leaders from some of North America’s most distinguished financial institutions, including JP Morgan & Chase, Citi, and BMO Financial Group. Participants will come away with the tested tools and expert knowledge needed to stay ahead of the curve and provide exceptional customer experiences in a fast-moving, digitized financial landscape.
The agenda at the CX BFSI Exchange has been carefully designed to address the need for leaders in the financial services sector to understand and adapt to transforming customer expectations. With a variety of activity formats including peer-to-peer networking sessions, expert-led keynote presentations and interactive think tanks, the event allows experience professionals to explore solutions to the financial sector’s most pressing challenges from multiple different viewpoints.
One notable agenda highlight is a panel discussion exploring technological developments in the financial sector. During this session, Tim Ferrio, Chief Experience Officer at Team One Credit Union, Shruti Basavaraj Ahluwalia, Head of CX Strategy – Citi Branded Cards & Unsecured Lending at Citi, and Aud Jucaitis, SVP Service Digitalization at Keybank, will explore the future of CX delivery in an increasingly digital age, from centralized access to AI potential. At a time when customers are increasingly demanding convenient, secure, and personalized interactions in all aspects of their lives, this session will provide attendees with valuable insight on how innovative uses of technology can create exceptional experiences to meet and exceed customer expectations in the financial sector.
Attendance at the CX BFSI East Exchange is by invitation only. To be part of the conversation, meet fellow customer and experience leaders and help shape the future of the financial sector, request your invitation to the CX BFSI East Exchange by clicking here. For more information on the agenda and speaker lineup, visit the event website here or contact the Exchange team at info@exchangeevents.co.uk.
Don’t miss out – be part of the conversation and help shape the future of customer experience excellence in the financial sector.
Exclusive & intimate networking experiences for CX experts.