CX in Banking & Financial Services


With economic uncertainty and market volatility looming, what should we expect in terms of consumer behavior changes in the near future?

What makes customer experience really extraordinary in uncertain times?

Start 2023 with an understanding of the current economic environment and its impact on customer experience. Join our panel of distinguished experts from JPMorgan Chase and Itaú Bank, as they share:

  • Assessment on the world's economic scenario and the impact it may have on consumer behavior and expectations.
  • Insights on unique challenges and opportunities when providing CX to banking and financial services customers. 
  • A discussion on what they are doing today to prepare and adapt their CX strategy.
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Meet our speakers


Heather McHone

Executive - Operations Dir. CCB Credit Card & Retail

JPMorgan Chase


Sandeep Bhagat

Vice President leading the CCB Service Organization

JPMorgan Chase


André Matcin


Itaú BBA


Anderson Almeida

Head of UX
and digital channels

Itaú BBA


Esthela Gutiérrez

VP Banking & Financial Services Client Solutions