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 …...
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 …...
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 …...
12 Jun 2025
22min 06sec
Join Dan from ASAP as he reveals groundbreaking insights into solving contact center challenges using generative AI. Learn how innovative technology can humanize customer interactions, reduce agent turnover, and dramatically improve customer satisfaction. Discover the four key elements of transforming …...
08 Apr 2025
29min 36sec
Join Sue McDonald and Sandeep Choudhury as they dive deep into the evolving world of financial services, exploring how technology, data, and human connection intersect to create exceptional customer experiences. Key highlights include defining “phygital”, how branches are thriving in …...
03 Aug 2025
Executive Summary: In today’s rapidly evolving financial services landscape, organizations must fundamentally reimagine customer relationships. The traditional model of transactional interactions has become obsolete. Modern consumers demand continuous, personalized, and meaningful engagement that extends far beyond initial product purchase. This …...
03 Aug 2025
In the rapidly evolving landscape of financial services, institutions are facing unprecedented challenges: increasing customer expectations, technological disruption, and a more diverse customer base. The secret weapon in navigating these challenges? Third-party data. The Data Dilemma: Beyond Surface-Level Insights Traditional …...
08 Apr 2025
In the rapidly evolving world of financial services, customer experience is no longer just a buzzword—it’s the critical differentiator that separates innovative institutions from obsolete ones. Drawing insights from industry veterans Sue McDonald and Sandip Choudhury, here are eight breakthrough …...
12 Jun 2025
Executive Summary Digital friction — the micro-barriers in a digital experience — is one of the leading causes of customer abandonment and loyalty erosion. This whitepaper explores its measurable impact on customer retention, outlines a strategic framework for identifying and …...
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