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Customer Experience for Financial Services – Boston, MA

July 10 - July 12

As we head further into 2018, the financial services industry continues to face massive changes. Branches are closing, fintechs are disrupting, and customers expectations have never been higher. This creates a unique challenge for experience executives working to streamline the customer journey for financial products.

By their nature, financial services companies are revenue driven, compliance laden and legacy based. CX leaders have a hard time getting c-suite approval for their strategies, a hard time getting budget approval for those strategies, and then the strategy is subjected to rounds of compliance verification. If that weren’t enough, strategies that move past this point need to somehow fit into the bank’s pre-existing core infrastructure or be built on top of it. This lengthy and overburdened process makes it very hard to streamline the customer experience and even harder to innovate for the customers delight

For these reasons, the industry needs CXFS, an annual event for CX and marketing leaders in financial services. Financial services companies want to see how their peers in the industry have managed to make their customer a top priority at their respective companies, received budget approval for CX initiatives past basic surveys, worked around compliance constraints, and built CX into their current company hierarchy.


July 10
July 12


Worldwide Business Research LLC
1 (888) 482.6012


Westin Copley Place
Do you have a Fintech event coming up? Supply us with the details and we will add it to our calendar.
To enquire about speaking or sponsorship opportunities please contact Vanessa Ronan-Pearce, Director of Events.