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Customer Experience in Financial Services Summit and Awards 2017

Date 16 November 2017

Current shifts in customer behaviour, expectations, and the way customers deal with financial institutions and service providers have driven companies to start investing more time and attention to managing customer experience. Putting CX in an Asian context of diversity, shifting wealth to a much younger and dynamic customer demographic, and financial institutions’ pursuit of service quality and process excellence, Timetric is proud to announce its 3rd Annual Customer Experience in Financial Services (CXFS) Asia Awards for 2017. CXFS Asia brings together the most successful financial institutions that have hit the mark in trailblazing customer experience strategies and initiatives in building sustainable and effective CX strategies covering customer analysis, product differentiation, and channel management, altogether providing an engaging platform to discuss how institutions in the financial services sector can achieve a truly sophisticated yet realisable customer-centric organisation.

Click here to request a copy of the agenda for the Customer Experience in Financial Services Summit and Awards.

About Timetric
The Customer Experience in Financial Services Summit and Awardsis organised by Timetric – an independent provider of online data, analysis and advisory services on key growth economies and sectors. We provide integrated information services covering risk assessments, forecasts, industry analysis & market intelligence.

A unique global brand, Timetric is renowned for innovative, independent thinking in financial services and professional services markets. We offer over 25 years’ experience in the provision of authoritative, valued-added information, research and analysis, news services, research reports, conferences and other events.

Timetric is behind the leading financial services information portals, including Retail Banker International, Private Banker International, Cards International, Electronic Payments International, and the Insurance Intelligence Center.

The Customer Experience in Financial Services Summit and Awards will welcome senior attendees from Local & Foreign Financial Institutions with direct functional relevance to customer experience, including heads and program leads for customer experience/engagement, marketing and brand management, customer service, service quality, digital/e-Business and channels management among others. The awards gala would recognize the most highly accomplished institutions and individuals who over the past 12 months have contributed significant progress in furthering customer experience in their respective organizations.

Timetric’s industry summits are attended by:


  • Retail Banks
  • Insurance Providers
  • Private Banks
  • Wealth Managers
  • Independent Financial Advisors
  • Card Issuers
  • Payment Providers
  • Insurers
  • Alternative Financial Service Providers

Functional Areas

  • Customer Experience/Engagement
  • Marketing & Brand Management
  • Customer Service
  • Service Quality
  • Digital, e-Business, Online, and Social Media
  • Channel Management

Join industry experts and Timetric analysts at the summit to explore the key opportunities, challenges and innovations in customer experience for the Asia-Pacific financial services industry in 2017 and beyond.


Silver Partners


OPAL is a 30-year old technology and administration services provider in the insurance and financial services market, where clients include some of the best known brands in these sectors. The Innovation Forum sees the launch of our software service: Pandora, a Cloud-based platform supporting the lifecyle of the product, from design and development, to product trialling, new business capture, policy/product alteration and maturity/claims management and settlement.Additional services include administrative outsourcing, product design & development and consultancy. Our outsourcing services cover the product lifecycle, supported by financial management and in-house compliance teams.


Panel Partner



In association with

Life Insurance International

LII logo


The CFXS Asia Awards mark an important continuum of Timetric’s regional awards for retail banking, wealth management, payments, and insurance, which recognise excellence by financial institutions in various geographies. The awards have been created to identify industry leaders and those individuals and organizations that are setting new standards in customer experience and engagement for the retail financial services sector.

The judging criteria include the ability of institutions to demonstrate a clear and unique strategy to grow their business, regionally or globally; institutions that have made the most investment in people and systems to develop their business; institutions showing the most innovation in products/services; institutions with demonstrably superior client services; and institutions that have strengthened and extended the global reach of their brands.

Eligible institutions for the Customer Experience in Financial Services Awards include:

  • Retail Banks
  • Private Banks
  • Wealth Managers
  • Independent Financial Advisors
  • Card Issuers
  • Payment Providers
  • Insurers
  • Alternative Financial Services Providers (ie. Retailers, Telco’s)

Submissions for nominations to the Customer Experience in Financial Services Awards are open till 17 March 2017. From the nominations, institutions or individuals will be short-listed for each award. The final selection is made by Timetric’s judging panel, comprising independent specialists in the financial services and our editorial staff.

To request for the awards nomination pack or for further queries on the nomination process, please email

The 2017 CXFS Asia Awards’ 25 titles have been created to identify industry leaders and trailblazers that are setting new standards in customer experience for their respective organisations and client markets.
The 2017 CXFS Asia Awards open for nomination are:
Best CX Business Model
Best Product or Service Innovation
Best Brand Engagement
Best Customer Insight and Feedback Initiative
Best Employee Engagement Initiative
Best Business Change or Transformative Initiative
Best Customer Experience – Branch
Best Customer Experience – Mobile
Best Customer Experience – Website
Best Customer Experience – Call Centre
Best Use of Social Media
Best Omni-Channel Customer Experience
Best Technology Implementation – Back-Office
Best Technology Implementation – Front-End
Best Client On-boarding Initiative
Best Use of Data and Analytics
Best Customer Experience – Banking
Best Customer Experience – Insurance
Best Customer Experience – Wealth Management
Best Customer Experience – Cards
Best Customer Experience – Independent Financial Advisors
Best Customer Experience – Alternative Financial Service Providers (ie. Retailers, Telco’s, etc.)
Leadership in Customer Experience – Institution
Leadership in Customer Experience – Team
Leadership in Customer Experience – Individual

Thank you for attending the conference.

To download the presentations, please enter the password:


For Attendee Registrations:

Rozaini Salleh
+65 6383 4688

Award Nominations, Submissions and Speaker Enquiries:

Nurul Fitriyana
+65 6411 2191

Sponsorship Enquiries: