Customer Experience in Financial Services Summit and Awards is returning for its 5th year for 2018 and is being hosted by the renowned publications ‘Retail Banker International’ and ‘Private Banker International’.
Private Banker International (PBI) is an editorially independent briefing service aimed at banks, financial services companies, related intermediaries and technology vendors in the private banking and wealth management sector.
For the past 35 years, Retail Banker International (RBI) had been the only editorially global independent retail banking briefing service. RBI is an essential resource for C-level executives in consumer finance and retail banking and provides subscribers with vital coverage across key subject areas.
PBI and RBI’s Customer Experience in Financial Services Summit and Awards will bring together the most successful financial institutions that have hit the mark in trailblazing customer experience strategies and initiatives.
The day summit will provide a unique platform to engage, network and discuss key industry issues with your peers. Our jam-packed agenda will provide our attendees with the chance to meet and engage with key opinion leaders as they share their expertise across a variety of panel discussions, presentations and interviews.
The awards gala dinner will provide further networking opportunities in a more relaxed setting. 25 awards across 5 categories will be given for wide-ranging achievements and will look to highlight leaders in the industry and their efforts to progress customer experience. The award categories are as follows:
Best CX Business Model
Best Product or Service Innovation
Best Brand Engagement
Best Customer Insight and Feedback Initiative
Best Business Change or Transformation Initiative
Best Customer Experience – Branch
Best Customer Experience – Mobile
Best Customer Experience – Website
Best Customer Experience – Call Centre
Best Use of Social Media
Best Omni-Channel Customer Experience
Best Technology Implementation – Back-Office
Best Technology Implementation – Front-End
Best Client On-boarding Initiative
Best Use of Data and Analytics
Best Customer Experience – Banking
Best Customer Experience – Insurance
Best Customer Experience – Wealth Management
Best Customer Experience – Cards
Best Customer Experience – Independent Financial Advisors
Best Customer Experience – Alternative Financial Service Providers