---
title: Customer Exchange for Financial Services
description: The Exchange is a meeting of senior executives responsible for the design, development, and delivery of customer service strategies and solutions. Bringing together a range of exclusive experts from t
image: https://resource.nexj.com/hubfs/Customer_Exchange_for_Financial_Services-768x367.png
---

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# Customer Exchange for Financial Services

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Next week, I'll be flying to London, England, for the [Customer Experience Exchange for Financial Services](https://customerexperienceexchangefs.iqpc.co.uk/). The Exchange is a meeting of senior executives responsible for the design, development, and delivery of customer service strategies and solutions. Bringing together a range of exclusive experts from the Financial Services industry, this conference provides valuable information on current and future trends in customer experience.

This year, the conference is focused on the customer of the future and defining customer experience strategies. This includes changing regulations and compliance, and the uncertain post-Brexit situation, which presents both interesting opportunities and unique challenges. Additionally, this year's conference covers mapping out the ideal end-to-end journey and knowing what your customer is experiencing in real-time. We'll discuss how to think outside the box, the omnichannel experience, and strategies of the "new normal."

I'm particularly excited for one of the keynote presentations, "A New Partnership in Customer Experience," by Michael Donald of MBNA/Bank of America and Trevor Pereira of INTU Properties PLC. This presentation is part of the "Creating Millennial Moments" portion of the conference. I'm looking forward to seeing their take on how the expectations of millennials are shaping the future of customer experience.

Also, in the "Personalising an Anonymous World" portion of the conference, I'm excited for the "Making Customer Data Go Further For Your Business" presentation by Julia Sutton of HSBC. This presentation will discuss how data at HSBC is becoming digital, digital identities, and how HSBC is driving a change in the way customer data is being used to make interactions easier. At NexJ, the management and maintenance of data is a key priority. Ensuring that users have complete access to all available data is a key component of the NexJ strategy, and I look forward to learning from HSBC's experiences.

To anyone else heading to the Customer Experience Exchange next week, I'll see you there!

**Tags:** [Corporate Banking](https://resource.nexj.com/blog/tag/corporate-banking), [Commercial Banking](https://resource.nexj.com/blog/tag/commercial-banking), [Capital Markets](https://resource.nexj.com/blog/tag/capital-markets), [Wealth Management](https://resource.nexj.com/blog/tag/wealth-management), [Private Banking](https://resource.nexj.com/blog/tag/private-banking)

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## Related Posts

<https://resource.nexj.com/blog/how-your-crm-manages-relationship-hierarchy-can-define-how-well-you-know-your-customers>

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## [How Your CRM Manages Relationship Hierarchy Can Define How Well You Know Your Customers](https://resource.nexj.com/blog/how-your-crm-manages-relationship-hierarchy-can-define-how-well-you-know-your-customers)

## Don't capsize your client relationships with poor info!

Trying to tell corporate and investment bankers about the importance of understanding their customers is a lot like listing the benefits of butter to a pastry chef. They get it. They know it really, really well. And yet, considering we are in the business of Customer Relationship Management, I sometimes can’t help but question what this means.

[Read Post](https://resource.nexj.com/blog/how-your-crm-manages-relationship-hierarchy-can-define-how-well-you-know-your-customers)

<https://resource.nexj.com/blog/2020/03/05/heres-how-leveraging-client-information-can-help-you-become-the-banker-of-choice>

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## [Here’s How Leveraging Client Information Can Help You Become The Banker of Choice](https://resource.nexj.com/blog/2020/03/05/heres-how-leveraging-client-information-can-help-you-become-the-banker-of-choice)

**Innovation and a global approach**

[Read Post](https://resource.nexj.com/blog/2020/03/05/heres-how-leveraging-client-information-can-help-you-become-the-banker-of-choice)

<https://resource.nexj.com/blog/2020/02/28/when-it-comes-to-crm-user-adoption-is-always-a-challenge-heres-how-one-of-our-biggest-clients-pulled-it-off>

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## [When It Comes To CRM, User Adoption Is Always A Challenge. Here's How One Of Our Biggest Clients Pulled It Off](https://resource.nexj.com/blog/2020/02/28/when-it-comes-to-crm-user-adoption-is-always-a-challenge-heres-how-one-of-our-biggest-clients-pulled-it-off)

You may have the best possible CRM solution on the market, a deep vertical award-winning software geared to meet your every need. What you will always struggle with is poor [user ](https://www.nexj.com/industry-solutions/topics/user-adoption-for-financial-services-crm/)adoption.

[Read Post](https://resource.nexj.com/blog/2020/02/28/when-it-comes-to-crm-user-adoption-is-always-a-challenge-heres-how-one-of-our-biggest-clients-pulled-it-off)

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#### Related CRM Topics for the Finance & Insurance Industry

- [BPM Software](https://www.nexj.com/industry-solutions/topics/business-process-management-bpm-software/)
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- [Financial Advisor CRM](https://www.nexj.com/industry-solutions/topics/crm-for-financial-advisors/)
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