CX NXT – Customer Experience BFSI Summit, London

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

3rd Global Edition | 10th July 2024 | etc.venues St Paul's, 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
Deepak Paramanand Director of Artificial Intelligence
JP Morgan
speaker
Dominika Alzapiedi Chief People Officer
Cashplus Bank
speaker
Ewa Davenport Senior CX Transformation Director
Kantar
speaker
Faith Galiwango Head of Customer Experience
ByMiles
speaker
James Steiger Group Client Partner
Merkle
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
The Henley Centre for Customer Management
speaker
Neeta Mundra Senior Leader, Financial Services Industry Advisor
Salesforce
speaker
Paul Morris Head of Fraud & Regulatory Product
Vonage
speaker
Paul Mullins Banking Partner
Finkr (Former HSBC)
speaker
Paulette Toynton Global Head of Channel Servicing and Customer Care
HSBC
speaker
Peter Aitken Head of Customer Strategy and Insights
Kantar
speaker
Severin Mayer-Heinisch Director, Corporate Customer Experience & Strategy
Raiffeisen Bank International AG
speaker
Stephen Yap Research Director
CCMA

Agenda

09:20 AM
Welcome Address by Chairperson
speaker
David Hicks CEO
XM Coach
09:30 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
The Henley Centre for Customer Management
10:00 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
Paul Mullins Banking Partner
Finkr (Former HSBC)
speaker
Severin Mayer-Heinisch Director, Corporate Customer Experience & Strategy
Raiffeisen Bank International AG
10:30 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
10:50 AM
Coffee Break
11:20 AM
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
11:40 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 BFSI
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
Paul Mullins Banking Partner
Finkr (Former HSBC)
speaker
Paulette Toynton Global Head of Channel Servicing and Customer Care
HSBC
12:10 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
12:30 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
12:45 PM
Lunch Break
01:45 PM
Keynote Session: What do your buyers really care about?

In this session, Rob and James will discuss the 2024 results, including what’s important to buyers now, what’s changing over time and how FS brands can respond.

  • What decision drivers make the biggest difference between winning and losing for FS brands in 2024, including some significant changes from previous years
  • Where FS brands and buyers disagree about what brands are doing well in the buyer experience
  • Where you can make changes to have the biggest impact on shortening the buying process
  • What changes you can make to channel and message to reflect changing buyer priorities

The Superpowers Index represents a landmark in FS buyer research: a rigorous study, steadily built up over four years, consistently asking FS buyers about their buying experiences and connecting that insight to business impact.

speaker
James Steiger Group Client Partner
Merkle
02:05 PM
KEYNOTE
Branding & UX Design: The Visual Elements of CX

Explore the visual aspects of branding and UX design and their impact on CX.

  • The role of branding in shaping customer perceptions
  • Design principles for creating user-friendly digital interface
  • Case studies of successful branding and UX design strategies
speaker
Alex Swain Digital Design Director
Deutsche Bank
02:20 PM
Keynote Session
Fin-tech or fin-human: Where should banks invest in their experience?

Where should banks focus their investment? Cutting edge tech or good old fashioned customer service? 

Traditional banks have made great strides to improve their digital services in the past three years, pushed along by a now established set of Fintech players.

However, Fintechs have not yet replaced the traditional bank for many customers, rather supplementing the cards already in their wallet. With so much choice, customer perceptions towards their banking providers has shifted.

But not in the way we might expect. We will explore what matters most to customers in their choices of banking provider, and what Fintechs and traditional banks might learn from each other.

speaker
Ewa Davenport Senior CX Transformation Director
Kantar
speaker
Peter Aitken Head of Customer Strategy and Insights
Kantar
02:40 PM
Keynote: Why we love to hate customer service

Few topics generate such passion as bad customer service. Tales of poor experiences resound through the nation's dinner tables, social media and newspapers. What is driving this sentiment? And what are the implications for customer service and CX professionals? The answer may not be what you expect.

speaker
Stephen Yap Research Director
CCMA
03:00 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?

speaker
Barry Cooper Head of Customer Service
Moneycorp
speaker
Faith Galiwango Head of Customer Experience
ByMiles
speaker
Stephen Yap Research Director
CCMA
03:20 PM
Coffee Break
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
Deepak Paramanand Director of Artificial Intelligence
JP Morgan
04:15 PM
Fireside Chat: 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
David Hicks CEO
XM Coach
04:35 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
04:55 PM
Closing Remarks
05:00 PM
END OF SUMMIT

Past Sponsors

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Media Partners
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Past Sponsors
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Venue

etc.venues St Paul's

200 Aldersgate St, Barbican, London EC1A 4HD

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