CX NXT – Customer Experience BFSI Summit, London

2nd Annual CX NXT – Customer Experience BFSI Summit, London

3rd Global Edition | 10th July 2024 | London

ABOUT THE EVENT

Banking, financial services, and insurance firms have reshaped their customer relationships as digital services become increasingly prevalent in our daily lives, influencing the way they interact with customers.

The banking industry overlooked customer focus, prioritising a product-centric approach. Banks now recognise the importance of developing enhanced services and products that meet customer needs.

WHAT TO EXPECT AT THE CX NXT BFSI SUMMIT

Industry Insights: Gain deep insights into the current state of the market, emerging trends, and customer expectations in the UK’s banking, financial services, and insurance sectors.

Best Practices and Strategies: Learn from CX pioneers and industry leaders about best practices, innovative strategies, and successful case studies in elevating CX in the industry.

Networking Opportunities: Connect and engage with industry peers, experts, and potential partners, fostering meaningful relationships and collaborations.

Actionable Takeaways: Acquire practical, actionable strategies and tools to overcome challenges and transform CX initiatives within your organisation.

Thought Leadership: Interact with renowned thought leaders and participate in insightful discussions, gaining valuable perspectives on industry trends and future directions.

NEED A COMPELLING REASON TO ATTEND?

What’s next in customer experience (CX)?
Learn from leading brands and thought leaders and gain valuable insights into various industries and emerging technologies and more in the CX arena.

Optimizing your customer experience strategy 
Build trust and differentiate your brand to remain the most resilient in these tough market times. Understand personalised CX to better meet your customer needs.

Evaluating technology trends
Discover which technology solutions will accelerate your organisation’s digital CX capabilities.

Establishing CX within your business
Being able to quantify CX within your organisation to help illustrate the relevance of supporting the customer needs.

Speakers

speaker
Alex Swain Digital Design Director
Deutsche Bank
speaker
Ash Yazdani Marketing Director
Capify
speaker
Barry Cooper Head of Customer Service
Moneycorp
speaker
Carole Layzell Managing Director - Head of Barclays Local South
Barclays
speaker
David Hicks CEO
XM Coach
speaker
Dominika Alzapiedi Chief People Officer
Cashplus Bank
speaker
Faith Galiwango Head of Customer Experience
ByMiles
speaker
Jamie Thorpe CXO
Ipsos
speaker
Janthana Kaenprakhamroy CEO
Tapoly
speaker
Jonathan Roomer Co-Founder
YuLife
speaker
Jonny Fry Group Head of Digital Asset Strategy
ClearBank
speaker
Lee Walker Global Head of Extended Client Propositions - Digital Assets, Digital Security, Digital CX
Barclays
speaker
Matthew Harker Co-CEO and Cofounder
MyPocketSkill
speaker
Michelle Prance CEO
Mettle NatWest Group
speaker
Moira Clark Professor of Strategic Marketing
Henley Business School
Founder and Director
The Henley Centre for Customer Management
speaker
Neeta Mundra Senior Leader, Financial Services Industry Advisor
Salesforce
speaker
Nick Macfarlane Account Director
QuestionPro
speaker
Paul Morris Head of Fraud & Regulatory Product
Vonage
speaker
Ricardo Chaves Executive Director
BPI Caixabank
speaker
Severin Mayer-Heinisch Director, Corporate Customer Experience & Strategy
Raiffeisen Bank International AG
speaker
Stephen Yap Research Director
CCMA

Agenda

10:00 AM
Welcome Address by Chairperson
speaker
David Hicks CEO
XM Coach
10:10 AM
Keynote Opening Address: Human-centred automation & The changing loyalty paradigm

In today's digital world, convenience reigns supreme. But when it comes to building lasting customer loyalty can it substitute for the human touch?. This session explores how financial businesses can leverage the power of empathy, delivered through both digital and human interactions, to create a seamless customer experience that fosters trust and satisfaction.

  • Understanding Customer Needs: Why automation is valuable, but human interaction becomes crucial for complex issues.
  • The Empathy Trigger: What prompts customers to seek out a human connection for support
  • Building Loyalty Through Empathy: How to leverage both digital and human interactions to create a customer-centric experience that keeps them coming back for more
speaker
Moira Clark Professor of Strategic Marketing
Henley Business School
Founder and Director
The Henley Centre for Customer Management
10:40 AM
Opening Panel Session: What Customers Want – Understanding Customers on A Granular Level

At the heart of transformation in today’s fiercely competitive European banking landscape lies a critical imperative: customer obsession. It’s no longer sufficient for organisations to merely understand their customers’ banking needs; they must now venture into the depths of their goals, aspirations, and challenges. 

  • What the Digital Transformation journey in BFSI means for marketing
  • Sentiment analysis and customer Insights: How ML&AI can analyse solicited & unsolicited feedback to gain deeper, more actionable insight
  • The role of data analytics in personalising customer experience
speaker
Jamie Thorpe CXO
Ipsos
speaker
Janthana Kaenprakhamroy CEO
Tapoly
speaker
speaker
Severin Mayer-Heinisch Director, Corporate Customer Experience & Strategy
Raiffeisen Bank International AG
11:10 AM
Keynote: Deliver Exceptional Service and Unlock Profitability with Data & AI

You’ve heard the promise of AI, maximising your ROI is a different story. Explore how to seamlessly integrate data, AI, and automation into every part of your customer journey, to reduce costs and increase productivity — while delivering personalised financial experiences. We’ll share strategies our customers are using to yield more deposits, improve service engagement, and prepare for the future.

speaker
Neeta Mundra Senior Leader, Financial Services Industry Advisor
Salesforce
11:25 AM
Coffee Break
11:25 AM
Coffee Break
11:55 AM
Panel: What Does Banking Mean to Gen Z?

Banks have to undertake a deeper analysis if they want to accommodate customers’ preferences. This panel will explore more on how the BFSI sector is accommodating more personalised experience to connect with customers and how embedding AI into products can enable a more personalised customer experience.

  • Best practices for collecting and analysing customer data
  • Applying personalised experiences that accommodate all generational needs
  • Implementing AI and machine learning for predictive recommendations
  • Case studies of successful personalisation initiatives in BFS
speaker
speaker
Jonny Fry Group Head of Digital Asset Strategy
ClearBank
speaker
Lee Walker Global Head of Extended Client Propositions - Digital Assets, Digital Security, Digital CX
Barclays
speaker
Matthew Harker Co-CEO and Cofounder
MyPocketSkill
speaker
12:25 PM
Case study: Using gamification to "insure" customer happiness

Rewards and loyalty programs have evolved into a battleground of competition in Financial Services - but they are no longer enough. Discover firsthand how the innovative fusion of gamification, behavioural science, and rewarding strategies led to a Net Promoter Score (NPS) of 84, while achieving unparalleled customer retention and engagement in the Insurance industry.

speaker
Jonathan Roomer Co-Founder
YuLife
12:45 PM
Keynote: Achieving a Flawless Customer Journey

In today's tech-driven landscape, where industry leaders like Netflix, Amazon, and Google set the bar for customer experiences, a bank’s or financial service firm’s ability to deliver exceptional service is paramount. In the BFSI sector, achieving a flawless digital journey, adopting an omnichannel strategy, and providing personalised interactions is imperative. But it's easier said than done! Michelle will be taking a closer look at: 

  • The evolution of BFSI compared to digital natives
  • What is the importance of data underpinning customer experiences
  • Understanding company culture
  • Looking outside in - using tools and techniques to drive CX
  • Measures of success – what matters most to customers
speaker
Michelle Prance CEO
Mettle NatWest Group
01:00 PM
Panel Debate: Getting the Best of Both Worlds: People and Tech in Customer Contact

With AI becoming increasingly essential in customer contact, let's talk about how this shift affects those working in contact centres. How can we create an environment that brings out the best in both our skilled professionals and the cutting-edge technology we use?

speaker
Barry Cooper Head of Customer Service
Moneycorp
speaker
Faith Galiwango Head of Customer Experience
ByMiles
speaker
Stephen Yap Research Director
CCMA
01:00 PM
Fireside Chat: Getting the Best of Both Worlds: People and Tech in Customer Contact

With AI becoming increasingly essential in customer contact, let's talk about how this shift affects those working in contact centres. How can we create an environment that brings out the best in both our skilled professionals and the cutting-edge technology we use?

01:30 PM
Lunch Break
02:50 PM
Secure CX by design - How to Shield your business in a Real-Time World

The need to build out, deploy and constantly adapt advanced fraud protection while maintaining the customer experience on the channels they love is in demand more now than ever before. Learn how to safeguard your business from cyber fraud attacks, real-world examples of personalised frictionless engagement across voice, video, verification, and messages —  with the latest technology solutions that support it.

speaker
Paul Morris Head of Fraud & Regulatory Product
Vonage
03:10 PM
Panel: Validating ROI: The Quest for CX Excellence

Join us for an insightful panel discussion where industry leaders and experts explore the intricate journey of validating Return on Investment (ROI) within the realm of Customer Experience (CX)

  • Metrics that Matter. Identifying and prioritising key performance indicators (KPIs) crucial for measuring CX impact.
  • Insights from CXOs on aligning metrics with overall business objectives.
  • Financial Lens on CX: Perspectives from CFOs on quantifying the financial impact of CX initiatives.
  • Balancing short-term gains with long-term customer loyalty for sustained financial success.
  • Strategic Marketing Alignment: CMOs' insights into aligning CX efforts with marketing strategies for maximum impact.
  • Leveraging customer experience as a competitive differentiator in the market.
speaker
Ash Yazdani Marketing Director
Capify
speaker
Carole Layzell Managing Director - Head of Barclays Local South
Barclays
speaker
speaker
Nick Macfarlane Account Director
QuestionPro
04:00 PM
Case study: AI as a Person: How to leverage ML and generative AI to achieve mass personalisation in financial services

Everyday we are closer to having available the technology to achieve superior levels of automation with “human like” levels of product and service customization to each customer needs, behaviours and context. Nevertheless, most large companies struggle to transform their businesses to achieve state of the art outcomes based on AI. The challenge is far beyond capex and we’ll deep dive into the key success factors to achieve a transformation based on AI and deliver a hyper-personalised experience to your client while streamlining your delivery model.

speaker
Ricardo Chaves Executive Director
BPI Caixabank
04:20 PM
Keynote: Nurturing Exceptional Talent: Driving EX and CX Success in BFSI

As Richard Branson says, “Loyal employees in any company create loyal customers, who in turn create happy shareholders.” Hear from an industry expert who will echo this statement and explores how talent shapes a brand’s CX offering, including the various ways they support employees and how that support translates to customer engagement, empathy, and trust. 

speaker
Dominika Alzapiedi Chief People Officer
Cashplus Bank
04:40 PM
Closing Remarks
04:45 PM
Networking Reception


Sponsors

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Past Sponsors
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Venue

London, United Kingdom

London, United Kingdom

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