The FSI Leaders’ Virtual Roundtable

An exclusive online discussion for senior CX executives of prominent Financial Services and Insurance firms in APAC

Hosted by Qualtrics, The FSI Leaders’ Virtual Roundtable offered an intimate online forum for customer experience executives from prominent Financial Services and Insurance firms across APAC.

Our discussions are very much inclusive and involve all the wealth of experience from the senior peers.

CX in the Evolving FSI Landscape

The CX battleground in financial services has been significantly transformed by the global pandemic. In our new reality, digital transformation is just “table-stakes”, meaning institutions need to identify and deliver new propositions going above and beyond to stand out.

As institutions adapt to this new industry, financial service firms that can listen, understand, and act on the expectations of their customers and employees to keep ahead of the changing needs and expectations have a distinct advantage. To do this effectively, organisations need to rethink and reinvent their CX offerings to ensure the “new normal” becomes the “new better”. 

  • What are the main CX challenges FSI leaders are currently facing? How are they overcoming them?
  • What are the key changes that organisations have had to make in the last few months, and what do they see coming ahead?
  • How can businesses reposition experiences, services, and offerings to align with ever-changing customer behaviour?

10:50 am: Guests to check-in online
11:00 am: Welcome by The Ortus Club
11:10 am: Introduction of participants
11:20 am: Short address from Qualtrics
11:30 am: Discussion instigated by the moderator and continued by the group
12:15 am: End of session

Qualtrics, the leader in customer experience and creator of the Experience Management (XM) category, is changing the way organisations manage and improve the four core experiences of business––customer, employee, product, and brand. Over 11,000 organisations around the world are using Qualtrics to listen, understand, and take action on experience data (X-data™)––the beliefs, emotions, and intentions that tell you why things are happening, and what to do about it. The Qualtrics XM Platform™ is a system of action that helps businesses attract customers who stay longer and buy more, engage employees who build a positive culture, develop breakthrough products people love, and build a brand people are passionate about.

Friday, 11th of September, 2020

11:00 AM (GMT+8)

Attended by: 

CEO at CGS-CIMB
CMO at HDFC Bank
COO at Westpac Institutional Bank
COO at PBCOMM
CDO & Chief Client Experience Officer at Sun Life
SVP at Bank Mandiri
Managing Director & Regional Head at CIMB
Managing Director of the Digital Bank at Taipei Fubon Bank
Head of Digital at HSBC
Head of Customer Insight & Strategy at Insurance Australia Group
Head of Customer Operations at AXA 
VP & CX Designer at Unionbank of the Philippines

Hosted by:

Martie BautistaThe FSI Leaders’ Roundtable