The Future of Finance and CX

Wednesday, 21st April at 10:30 AM (BST)


The current health situation has reshaped the global economy and society. Financial institutions and banks, like most companies face an imperative to reimagine themselves, with the pandemic accelerating consumer behaviours shifts.

With banks moving customers out of branches and towards using online services, a wave of fintech startups with a ‘digital only’ approach is shaking the industry while putting customers at the heart of the future of banking.

Join Zendesk on a fireside chat with Mettle to discuss key learnings on how financial organisations must find new ways to differentiate themselves from the eyes of customers, and thrive innovation in every aspect of their business.

Key Takeaways:

  • Get actionable insights and best practices from Zendesk’s CX Trends Report on where retail banks and financial institutions should invest now so they don’t get left behind.
  • Learn from industry leaders how to thrive innovation while improving customer experience.


10:30 – 10:35 | Welcome – Innovate Finance
10:35 – 10:50 | CX Trends / FinTech
10:50 – 11:05 | Fireside chat with Mettle
11:05 – 11:15   | Live Q&A

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Rolf Merchant

Senior Manager,
Innovate Finance

Charlie Duke

Senior Product Manager, Mettle

Celine Maher

Regional Vice President, Commercial Sales, Zendesk

Alicia Campbell

Commercial Account Executive, Zendesk

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