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Competitive CX | Conversations for Financial Services Professionals Tackling Client Experience Challenges

Competitive CX | Conversations for Financial Services Professionals Tackling Client Experience Challenges

Business

Competitive CX Trailer

Competitive CX Trailer

2025-04-18
Download

Welcome to Competitive CX, the podcast that dives deep into client experience in the financial services industry. Hosts Melanie Aimer, Adam Grainger, and Hamish Taylor guide listeners through the critical role of client experience (CX) and share insights on navigating its challenges and opportunities.

With over 20 years of experience, Melanie Aimer champions client experience across capital markets, asset management, private banking, and wealth management. Adam Grainger, from his organization Accomplish, focuses on measuring and understanding the key drivers of outstanding client experiences, empowering financial organizations to identify their strengths and weaknesses. Hamish Taylor, an award-winning former CEO, is renowned for his customer-led transformation approach that has inspired companies worldwide to rethink their customer engagement strategies.

In each episode, they tackle pressing topics related to CX, uncovering valuable insights and practical strategies to help financial services organizations excel in delivering exceptional client experiences.

Competitive CX offers actionable guidance for business leaders, marketers, customer service teams, and finance professionals. Listeners can expect answers to key questions such as:

  • What is CX and why does it matter?
  • Who should own CX within an organization?
  • How can corporate culture affect client experience?
  • What are the best practices for measuring CX success?
  • How does technology influence client engagement and satisfaction?

For financial services professionals seeking to enhance their CX strategy or anyone interested in understanding the evolving landscape of client experience, Competitive CX is the ultimate resource. Tune in and join the hosts on their journey to elevate client experiences and drive successful business outcomes!

view more

More Episodes

Ep. 9 - Where to Start With CX?
2025-06-10 18
Ep, 8 - Solving the Most Common CX Complaints
2025-06-03 19
Ep. 7 - Technology – Enabler or Disabler for CX?
2025-05-27 19
Ep. 6 - Regulator - Friend or Foe to CX (Client Experience)?
2025-05-20 38
Ep. 5 - Incentives Inadvertently Deprioritise Client Experience
2025-05-13 21
Ep. 4 - Organisational Structure Gets in the Way of CX
2025-05-06 25
Ep. 3 - Cultures That Kick CX Down the Road
2025-05-06 18
Ep. 2 - What Is CX and Who Should Own It?
2025-05-06 27
Ep. 1 - Why Care About CX (Client Experience)?
2025-05-06 36
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