CX FS Summit

Financial Inclusion and Financial Wellbeing

The Future of CX in Financial Services


Financial Inclusion and Financial Wellbeing
  • Is the role and obligations of financial institutions changing?
  • How has covid-19 shone a light on financial inclusion?
  • Why financial wellness should be an essential part of banks’ customer strategy
  • How has the fintech ecosystem driven an increased focus on financial wellbeing and inclusion?
  • What lessons can be learned from existing financial inclusion strategies?

Michael Sherwood, Head of Customer Experience, Atom Bank

Josh Berle, Director of Business Development, Mastercard & Chair, EPA Project Inclusion Group

Nigel Verdon, CEO & Co-Founder, Railsbank

Angela Johnson de Wet, Head of Cloud and Technology Change Risk, Lloyds Bank