14 Aug 2025
29min 22sec
Unlock the secrets to successful digital transformation and customer-centric strategy in banking! Join Mona Afzal of Scotiabank and Sabrina Ng of TD Bank as they dive deep into defining business success, balancing customer needs with financial goals, and the evolving role of digital and AI in shaping customer and employee experiences. In this insightful panel, […]
14 Aug 2025
23min 20sec
Unlock strategies for increasing market share in a VUCA (Volatile, Uncertain, Complex, Ambiguous) world! Join Andrew Clayton, former VP of Strategy and Innovation at Interac, and Kashmera Self, an expert in corporate strategy and product commercialization with Close Brothers, as they discuss how financial services can future-proof customer strategies, align ecosystem interests, and embrace trends […]
11 Aug 2025
0:23sec
In this exclusive highlights reel, see the energy, insights, and connections that made this year’s event unforgettable. From packed keynote sessions to buzzing networking breaks, our community came together to explore the future of customer experience in financial services. Event highlights: 500+ CX and digital transformation leaders in attendance 40+ visionary speakers from top banks, […]
04 Aug 2025
28min 14sec
In this insightful discussion, Brittany Wilson, Director of Marketing at Haven Tree Group, shares expert strategies for aligning marketing and customer experience. Key highlights include: the critical intersection of marketing and CX, strategies for effective communication between teams, measuring success through customer satisfaction, real-world examples of successful marketing and CX integration and more! Learn how […]
04 Aug 2025
30min 56sec
Join Robert Labbe from Export Development Canada as he reveals how to harness customer experience (CX) tools to drive meaningful cultural change. Key highlights include: practical strategies for embedding customer focus, innovative approaches to employee engagement, real-world examples of successful CX transformation and more! In this insightful presentation, learn how to: – Develop comprehensive customer […]
03 Aug 2025
29min 51sec
Join Larry Filler from Environics Analytics as he reveals how organizations can leverage advanced data strategies to understand customers more deeply. In this eye-opening presentation, learn how: third-party data can provide nuanced customer insights, segmentation goes beyond basic demographics, clean room data collaboration creates new opportunities, multicultural and newcomer populations can be better understood and […]
03 Aug 2025
31min 27sec
In this compelling session from CXFS2024, Stephanie Wolfe, Executive VP and Head of Marketing at Global X, reveals critical strategies for building and maintaining a powerful brand that truly resonates with customers. Key highlights include: how to create a consistent brand communication strategy, engaging employees as brand ambassadors, leveraging digital channels to connect with customers, […]
12 Jun 2025
30min 22sec
At the 2024 Customer Experience for Financial Services Summit, Sue MacDonald, Karim Bishara and Sean Albertson shared this Inspiring discussion. They highlighted the changing landscape of customer experience, focusing on the shift in B2B customers towards B2C expectations, especially in omnichannel interactions. Panelists discuss the importance of emotional engagement and prioritizing relationships over transactions. They […]
12 Jun 2025
24min 33sec
Unlock the power of customer data with Joe Crawford from Glassbox! In this game-changing presentation, learn how top companies transform digital interactions into seamless experiences. Key Insights: ✓ Understand the “Voice of the Silent” users ✓ Reduce customer friction across platforms ✓ Ethical AI and data collection strategies ✓ Real-world examples from financial services Don’t […]
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