The State of Customer Experience Virtual Roundtable

An exclusive online discussion for CX leaders involved in the financial services industry across the Asia Pacific

Hosted by Zendesk, The State of Customer Experience Virtual Roundtable offered an intimate online forum for senior CX leaders responsible for overseeing the financial services sector across the Asia Pacific. 

Our discussions are designed to be very inclusive and interactive, ensuring to leverage the wealth of experience from your senior peers.

The State of CX in 2021: A Shift to Fully Digital Banking

The way in which customers have interacted with financial services over the past year has meant drastic changes for the sector. Recent trend reports have shone a light on these changes and what it means for customer experience going forward.

While managing a remote workforce model and adapting to new tools and processes, top leaders are simultaneously seeing a 19% increase in customer engagement. For this reason, 67% of financial services companies are reportedly placing more emphasis on CX than they were last year. This means providing a consistent, personalised, and secure experience to customers across all channels. As digital financial institutions gain full banking licences and prepare to serve corporate clients, recalibrating CX appears all the more inevitable.

  • How has digital banking affected CX? What changes can be expected in the future, particularly in regards to fully-digital financial institutions?
  • How can banks use technology to improve customer trust?
  • What measures can be taken to heighten support team performance in unprecedented times?

3:00 pm: Ortus Master of Ceremonies to make introductions
3:10 pm: Short Introduction by Zendesk
3:20 pm: Discussion instigated by the moderator and continued by the group
4:30 pm: End of session

Zendesk is a service-first CRM company that builds support, sales, and customer engagement software designed to foster better customer relationships. From large enterprises to start-ups, we believe that powerful, innovative customer experience should be within reach for every company, no matter the size, industry or ambition.

Zendesk serves more than 150,000 customers across hundreds of industries in over 30 languages. Zendesk is headquartered in San Francisco and operates offices worldwide.

Thursday, 25th of February, 2021

3:00 PM GMT+8

Attended by:

COO at Westpac Banking Corporation
Head of Global Experience Design at HSBC
Head of Global Operations at Chubb 
Head of Regional Digital Practice at UBS
Head of Digital Partner Management at Chubb
Head of Digital Marketing at Sun Life 
Head of Business Development & Strategy at Aegon
Head and AVP at FWD Insurance
Head and Director of Partnerships at HSBC
Director of Digital Engagement  at Citi

Hosted by:

Martie BautistaThe State of Customer Experience Roundtable