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Event Date | Tue Oct 8 EDT - Wed Oct 9 EDT (2 months ago) |
Location |
TBA
Miami, FL, US |
Region | Americas |
When the Exchange launched a decade ago, it was right at the cusp of challenger banks and insurtechs entering the scene to shake the mould of what the financial experience should look like. Today, we are living in a digitized ecosystem with constantly connected customers who seek the speed and convenience of Amazon, but the personal touch and advise of a first-class hotel. To stay relevant in this ever-changing digital world, CX leaders need to deliver both, whilst simultaneously always staying one step ahead.
Furthermore, we live in uncertain financial times, where CX leaders need to fight hard to prove the worth of new investments, and even demonstrate why CX is needed in the first place. As customers become increasingly demanding about where and how they want to be met, it all comes down to delivering secure, personalized and innovate experiences fit for an unknown future.
2023 Past Speakers
James Jack
Managing Director, Head of the Business Owners and Multigenerational Wealth Client Segments, UBS Wealth Management
Manesh Bhatia
Executive Director Head of Transformation, Client Experience, UBS Wealth Management USA
Era Ziroe
SVP / Director of Client and Employee Experience, KeyBank
George (G.A.) Pivik
Managing Director, Head of Client Experience, JP Morgan Chase & Co.