April 23-25, 2025 | Kansas City, MO | This invitation-only event is built for today's CX & customer contact leaders in the BFSI sector as they aim to benchmark, connect, and identify solutions to critical business challenges in the most efficient and effective way possible.
With over 13 years of experience in customer-facing roles, Edwin brings deep expertise in marketing effectiveness, customer experience (CX), and service design, having spent much of his career at KPMG. Throughout Edwin’s consulting journey, he developed a strong passion for driving long-term CX transformation, which led him to transition from project-based work to a more hands-on leadership role in shaping sustainable customer experience strategies.
Senior CX and customer contact executives from Capital One, Wells Fargo, Discover and more have already confirmed their attendance to the CCW Banking, Financial Services & Insurance Exchange this April 23-25 in Kansas City!
In the age of customer autonomy, meeting modern expectations requires more than responsive service—it demands empowering customers to take control of their journeys.
This briefing explores:
Driven by real-world insights and exclusive research, this Special Report uncovers a framework for success.
Topics include: