14 Aug 2025
Executive Summary Customer feedback is one of the most valuable assets for any organization aiming to enhance its marketing effectiveness and customer experience (CX). However, many companies struggle to move beyond simply collecting feedback to actually using it to drive meaningful change. This whitepaper provides a comprehensive guide to best practices for gathering, analyzing, and […]
14 Aug 2025
In today’s fast-paced digital world, customer expectations are rising faster than ever—especially in industries like banking, where trust, convenience, and personalization are paramount. But delivering a seamless digital experience isn’t easy. From legacy systems to shifting customer needs, organizations face a host of challenges on the road to digital transformation. Here are the top […]
14 Aug 2025
The financial services industry is facing unprecedented volatility, uncertainty, complexity, and ambiguity—otherwise known as VUCA. With shifting regulations, evolving customer expectations, and rapid technological change, how can banks, credit unions, and fintechs not just survive, but thrive? Here are the top 10 ways to future-proof your strategy and grow your market share in a […]
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 […]
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