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Customer Experience for Financial Services

Customer Experience (CX) Workshop for Financial Services Organisations

With competition within industries increasing and customers becoming more demanding, there has never been a more important time to focus on delivering a superior customer experience. In this full day customer experience workshop, you will be provided with the key fundamentals to better understand your customers.

The majority of customer complaints happen due to lack of customer love and appreciation, being mis-sold or misheard, or simply when your customers cannot find the information they need. It’s your job to know what each one of your customers thinks about your brand. It’s your job to care about each one of them. We agree that can be tough when there is only you, with so many people to look after. However, you are not alone!

This workshop will use a variety of content from facilitator presentations, discussion, examples, real-life case studies and group activities applied specifically for financial services organisations.

Participants will have the opportunity to learn from an experienced facilitator and also from each other.

What You Will Get

  • You will learn how to take charge of your customer experiences by identifying and mapping key customer journeys.
  • You will gain an understanding of the importance of consistency across the different interactions a customer has with a business.
  • You will learn how to identify customer touch points that have the potential to create memorable experiences for your customers.
  • You will learn techniques that will give you a deeper and more intimate knowledge of your customers

Who Should Take This Workshop

This workshop is developed for financial services professionals with an interest in Customer Experience. This includes business owners and team members (including large organisations, SMEs and startups).

Professionals interested in making themselves more attractive and getting involved inmore internal innovation projects can only benefit from taking this workshop.


What to Bring

  • Pad and Pen
  • The right side of your brain!




Dress Code?

Anything from suits and ties to jeans and Chuck Taylors! Innovation isn’t dependent on dress code.

Group Bookings?

Contact the team at [email protected] or (03) 9996 1257 to enquire about group bookings.

Meals and Refreshments

A light lunch, snacks and refreshments will be provided. 

Please advise of any specific dietary requirements. 


Collective Campus

1/20 Queen St, Melbourne 3000

  • Friday, 29th July 10:00 AM – 04:00 PM

  • Super Early Bird $395

    Early Bird $495

    Standard Price $595

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