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Beyond Transactions

Despite 10-years of focus on better CX, why hasn't the Financial Services industry moved the needle on customer loyalty?  

Join us to explore this 

23-Apr 2025 | City Social | Senior executives shaping customer service and experience in the finance industry

“Customers expect fast, seamless and personalised experiences” 

Forbes, 2024

The conversation around customer experience (CX) in financial services isn’t new. Back in 2015, 86% of UK firms prioritised improving CX (BCG). Yet, a decade later, 79% of customers are still willing to switch for a better experience.

So, why hasn’t CX meaningfully improved? Legacy technology remains a major barrier, 92% of firms still rely on it, despite the rise of cloud computing, intelligent applications, and automation. In finance, regulatory obligations make transformation even harder.

Join us as we explore how AI and automation can help you move the needle on CX in 2025, tackling the persistent challenges of legacy technology and unlocking better client experiences.

1

First Direct maintains a 39-second call waiting time, significantly shorter than the industry average of over 8-minutes [Times, 2024]

2

Poor customer experience is costing organisations at least 20% of their customers

[PWC 2024]

An intimate dinner at
Michelin-starred location 

City Social, Tower 42, London / 6:30-9:30PM

Jason Atherton’s handsome restaurant on the 24th floor of Tower 42 is dark and moody, with a subtle art deco twist. It boasts impressive views of the City skyline and the menu offers generous modern European dishes including multiple cuts of Cumbrian beef cooked on the Josper grill, from rib-eye to sirloin. The wine list offers an appealing mixture of prices and styles, and there are noteworthy cocktails too.

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CMO, Hastings

The discussion was stimulating; the conversation flowed. My thanks also to your partner, who were brilliant.

CFO, Deliveroo

Thank you for an incredible meeting. The guests were genuine C-level people, which is rare. Congrats. 

CTO, Trainline

Usually, I am critical of these meetings. But I was pleased to be part of this one. No regrets. It was a great session. 

Attendees

COOs, CMOs, Directors, VPs and Heads of Operations and Customer Experience

Attendance is capped to 8 senior executives to ensure every participant is able to contribute. The meeting is only open to invited participants or those who have been referred by a colleague or our partner, Avanade.

Partner

Avanade is the leading provider of innovative digital, cloud and advisory services, industry solutions and design-led experiences across the Microsoft ecosystem. Established over 20 years ago by Accenture and Microsoft, their vision is to advance the world through the power of people and Microsoft.

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Contact

Lottie Jones

Club Director

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