13th & 14th June, Vienna

In today’s highly competitive landscape, where customers have a myriad of options at their fingertips, the significance of delivering exceptional experiences cannot be overstated. The banking industry, in particular, stands at the forefront of this paradigm shift, where personalized interactions, seamless transactions, and proactive engagement are no longer just differentiators but essential components of success.

The pursuit of superior customer experience is not merely a competitive advantage but a strategic imperative for this sector seeking sustained growth and relevance in today’s dynamic landscape. By embracing digital innovation, fostering personalization, prioritizing omnichannel engagement, soliciting customer feedback, and nurturing a culture of service excellence, financial institutions can chart a course towards lasting success.

The 3rd Annual CX Management for Financial Institutions Conference serves as a platform for networking and collaboration, allowing attendees to connect with professionals from the industry. By engaging in meaningful conversations, sharing experiences, and exchanging ideas, participants can expand their professional network, establish partnerships, and explore innovative approaches to enhance CX in their organizations.

Excitingly, this year marks a milestone as we introduce our first-ever workshop to the event lineup. Blending the best of both worlds, this innovative addition combines the enriching experience of a conference with hands-on workshop session, offering unparalleled learning opportunities.

Who should attend?

Members of board, C-level, Senior/Global Vice Presidents, Directors, Heads of departments from the financial institutions involved in:

Customer Experience

Customer Strategy

Customer Engagement

Customer Interaction

Voice of Customer

Digital Transformation

Digital Department

Client Experience

UX / Design

Multi-channel Management


Digital Marketing

Customer Service

Marketing Stream

Customer Excellence

Customer Relationship

Omni-channel Management

Brand Experience


Commerical Operations

Digital Engagement



Commercial Excellence

Key Points:
  • Enhance Customer Experiences through Outcome Driven Innovation
  • Ensuring Data Sovereignty and Cross-Border Data Transfers
  • Evidence Based Management, Agile Framework and CX
  • The rise of AI powered Customer Experience in finance
  • Driving CX and Contact reduction with consistent x-channel Services
  • Human-Centric Finances – A Journey through Empathy, Design, and AI
  • The importance of User Testing to understand Customer Experience
  • Client voice propagation in mBank S.A. throughout the whole institution
  • UX Design Principles for Financial Products That Sell
  • Identifying customer needs via Jobs to be Done methodology
  • Security and Privacy in the Cloud: Challenges & Opportunities
Why should companies attend?

Here are a few reasons why choosing our conference is the best choice for experts in CX management within the Finances:

1. Intimate Networking: With a limited number of attendees, you’ll have ample opportunities to network with industry peers, share insights, and build lasting connections.

2. Interactive Format: Our event goes beyond passive listening. Engage in dynamic discussions, participate in workshop, and collaborate with fellow experts to address real-world challenges.

3. High-Quality Content: Benefit from presentations and discussions led by seasoned professionals, providing you with actionable strategies and best practices to elevate your CX management initiatives.

4. Innovative Workshop: Experience the first-of-its-kind conference and workshop hybrid, offering a comprehensive learning experience that blends theory with practical application.

5. Exclusive Access: Gain access to exclusive insights and industry trends, ensuring you stay ahead in the rapidly evolving landscape of CX management within the Financial  sector.