Get a Preview of the CX Topics
Built by Leaders for Leaders

Built by Leaders for Leaders

FEATURED SESSIONS ON WEDNESDAY, MARCH 1ST (PRE-CONFERENCE)
From the initial hype and hoopla of chatbots to poor results and staggering expenses, can this third generation of transformer technology finally be the solution to our conversational self-service dreams?
Join a team of experienced AI practitioners from Knowbl for a Tech Forum covering:
A hands-on audience exercise: Experience the new era of speed and ease with transformer-based technology

By now, everyone has heard of ChatGPT. But how can brands leverage Generative AI in their customer care programs to improve efficiency and experience?
In this session, Laivly and IntouchCX will explore real-world examples of leading brands they partner with that have successfully integrated Generative AI into their contact center programs. They will provide an in-depth perspective on how to best leverage this technology to accelerate Productivity, Customer Satisfaction, First Contact Resolution, and Quality Assurance scores.

Social media customer service has been around for nearly two decades. The difference between then and now is exponential. From the number of networks and users to the amount of content, algorithms, and personalization – there is more of everything, and expectations are higher than ever before. It’s no longer enough to be present and responsive, brands must position social media as a full-service channel.
While social media management tools have advanced to keep pace with rising expectations, many organizations have not. As a common pitfall, many marketing and customer care teams are still operating in silos, preventing the collaboration needed to take social care to the next level.
Join LG & VXI as we workshop how to achieve legendary care in 2023. During our session you will gain hands-on experience running through the 8 key steps to help your brand:
• Achieve organizational alignment
• Avoid common pitfalls
• Create a unified brand voice
• Operationalize and measure legendary
• And more

FEATURED SESSIONS ON THURSDAY, MARCH 2ND (DAY 1)
Great leaders don’t depend on chance; they lead on purpose. Great leaders lead with passion, they do the right things. But what exactly does passion-driven leadership look like? Join Jasmine Green, Vice President Enterprise Customer Solutions and Enablement at Nationwide, as she shares why passion must be interwoven into every aspect of customer experience (CX).
It should be palpable in the energy leaders have toward their organization, their work, their peers, and their customers. With a desire to serve others and contribute to something bigger than herself, Jasmine is steadfast in capturing, interpreting, and utilizing customer feedback and CX trends to stay ahead of the curve.
Find out how her unyielding dedication to being a champion for those small and often overlooked moments in the customer journey drives long-term sustainable results and creates loyal customers for life. In this moving talk, Jasmine will share her timeless and powerful principles on why passion and collaboration across the organization act as the fuel behind all great leaders.
She’ll explain why understanding your business units and their goals are the key to successfully helping them improve and exceed in CX. Additionally, she’ll address why having vision, empathy, and authenticity are more important now than ever before, especially when it comes to making a difference in the lives of Nationwide’s customers.

The world has never been more reliant on digital channels, often self-served. But how can brands humanize and delight regardless of how digitized the journey becomes, for customers and employees alike. What role does personalization and conversational commerce play, and how can brands meaningfully connect with customer across the digital landscape?

With increased contact volumes across various engagement channels, CX leaders have been challenged to evolve and think outside the box to transform and scale the delivery of customer experiences.
While we can’t predict what the future holds, one thing is certain: customer expectations will continue to rise. The way we meet them in times of challenges, such as economic uncertainty, workforce shortages, and other business pressures in doing more with less, will be critical to coming out on top.
Join our speakers as they share best practices and use cases of how contact centers have been evolving in recent years by leveraging the cloud and technology to unlock CX potential. Are you ready to evaluate your CX capabilities?
Get insights from our experts and actionable practices that can be put in place, including:

The rapid rise of self-service has changed the typical engagement. Issues faced by agents have become more complex and delicate. This has given rise to the need for Super Agents, possessing greater soft skills. But how do we best support this new type of agent?
This session will explore intelligent tools that should be in your tech stack, to prepare your agents so they are at their peak performance during a service interaction, every time.
• Up your agent’s performance, by giving them their own personal desktop assistant, to guide them in real-time during a customer interaction.
• Personalize the agent assistance based on desktop events, the spoken conversation, as well as real-time sentiment and behaviors.
• Automate the call summary based on actions and words.
• Utilize machine learning to identify areas where agents need assistance and surface performance issues by understanding their process routines.

How do brands prepare for the future of business conversations, to ensure they stay ahead of the curve and stand out from the competition? The new generation of consumers are reshaping customer experience like never before. Digitization has launched a new era where brands must be available whenever and wherever to customers, and elevate the level of service they provide. Modern consumers want to connect with businesses at every stage of their journey – from pre-purchase to post-sales support. Join us to learn how consumers of the future think about their overall customer journey and their relationship with the brands they do business with. NOW is the time to prepare for the future.

Companies are continuously adapting to ever-changing customer needs across a growing number of digital channels. Contact centers face the added challenge of managing an increasingly remote agent workforce. To deliver exceptional customer experience, rapid innovation is required. Join us in this session to hear how businesses are using the power of AI/ML to offer personalized digital experiences, improve agent productivity, and capture business insight to optimize operational efficiency.

Big and innovative initiatives take successful collaboration across the organization. The effort requires more than a few meetings and a couple of shared objectives. In some cases, it requires a cultural mind shift. But what does that look like? Listen in as this panel of CX leaders shares what CX innovation looks like at their organizations, and which cultural traits were major enablers.

The last few years have tested even the most digitally savvy brands and exposed inefficiencies and areas for improvement across the customer journey. Many organizations like Roku have used this as an opportunity to take a closer look at their experience gaps for both customers and employees, prioritizing and designing processes to carry out new and improved ways of delivering high-quality services. Join our session to learn how Roku and VXI Global Solutions tackled one of the largest sources of frustration in the contact center – knowledge management.

Many organizations have a lot of data but are constrained by limited access to it, and by the inability to turn it into intelligence with speed and at scale. Join us as a panel of CX data experts discuss how they are cracking the code on how to leverage data to create an ecosystem of intelligence and action to improve customer experience, create effortless process, improve product design, and optimize operational performance.

Having a competitive edge begins with your people. Because happier teams equal happier customers. In today’s work environment, the desire for personal growth, wellness, and fulfillment is more important than ever before. But how do you attract, engage, retain, and create an environment that allows employees to thrive in this new reality?
Wilfred Busby, Senior Vice President of Employee Experience at St. Jude Children’s Research Hospital – ALSAC, is challenging companies to understand there is a different and better way to measure and assess employee satisfaction and success. He is a passionate, disruptive leader who thinks beyond incremental improvement and advocates for the best interests of the organization by helping people live their best lives at work through Executive Coaching.
Discover the profound impact that leveraging your employees as your most valuable resource can have on your business, why staying true to your brand’s core can help you transform your organization’s people, culture, processes, and infrastructure, and what it truly means to walk the walk and talk the talk when it comes to leadership development at a purposeful organization like St. Jude.

FEATURED SESSIONS ON FRIDAY, MARCH 3RD (DAY 2)
Marriott’s success comes from its core value of putting people first. The company’s philosophy is simple: take care of associates and they’ll take care of your customers, and the customers will keep returning. In today’s tough labor market, it is more important than ever to invest in associates’ engagement to attract and retain talent and improve every aspect of your business function.
Join Shannon Patterson, SVP of Customer Engagement Centers at Marriott International, the world’s largest hospitality company, as she dives into what it means to engage associates and how that translates to seamless guest experiences, happier customers, and brand loyalty.
Shannon will share more insights on 1.) Marriott’s culture and award-winning transformation journey that has led to high engagement 2.) success stories, wins, and innovative approaches the company is taking to drive engagement, and 3.) best practices on how to attract and retain talent.

These are new and challenging times. From layoffs and financial concerns to navigating flexible work arrangements, businesses are being forced to reimagine contact center management and find strategies to do more with less. Get ready to meet the challenges of a rapidly changing world and recession-proof your contact center with AI-Driven Performance Intelligence. With a single-screen view of performance data across multiple support systems coupled with AI-driven insights to automate coaching and the next best action, businesses can stay ahead of agent performance, optimize operational efficiency, and drive business outcomes.
Join us as we share real-world examples of how to better prepare, protect, and optimize frontline metrics while building resilience.

We now live in a world where customer loyalty, driven by exceptional service, is fundamental to retail brands that are looking to build successful and sustainable businesses. This is called the Loyalty Economy, and it represents a significant shift toward acknowledging the strategic importance of CX. Join us for an engaging discussion with Zenni Optical to learn how they have embraced a corporate-wide customer-centered service strategy, and the successes they have seen. Whether it’s helping build long-term relationships with their loyal customers, delivering delightful and personalized experiences, consolidating all service channels into a single platform, or simultaneously driving agent happiness, productivity, and increased revenue, this is a discussion you won’t want to miss.

The hybrid approach to CX – one that blends digital experience with live agent experience – is today’s winning formula. This requires getting to know your customers at a deeper level, providing your live agents with the right tools to help them deliver the quality and level of service that your customers expect, and ensuring the efficient handoff between them and their digital counterparts. Join our client Cosimo Trapani, Director of Customer Experience and Customer Service Operations at 1-800-FLOWERS.COM, INC., as he discusses what makes up today’s best-in-class customer experiences and how to get the best out of your hybrid teams.

Is your organization, like many others, already on a recession footing? In this panel, we discuss how brands can maintain (or even improve) the customer experience while navigating the challenges of doing more with less. Which initiatives can provide the biggest impact while simultaneously lowering cost? What are the success stories? What are some best practices for framing initiatives around a strong ROI story?

Customer obsession means putting the customer front and center of everything you do—your leadership, operations, and strategy. Taken at face value, customer obsession may seem synonymous with customer experience (CX) but think again.
Join Julie Weingardt, Chief Operations Officer at Turo, the world’s largest car sharing marketplace, as she puts customer obsession under the microscope and explains why building a customer-obsessed culture only happens when the customer is a key consideration in every aspect of the business.
Customer obsession is easy to agree with in principle but difficult to put into action. Learn how Turo equips its entire organization with the tools to understand customer intent and channel preference, how a proactive customer-first approach promotes growth, and ways for your brand to move customer obsession from a pipe dream to an operational reality.

The Rise of Multimodal Customer Experience: Are We Moving Too Fast?Omnichannel was promised as the solution to a fragmented customer journey. While it delivered in many ways a new paradigm is taking shape, one defined by multimodal experiences powered by AI, automation, and real-time context. Customers can now move fluidly between voice, chat, video, and digital channels, often without a visible transition. For some, this represents the ideal journey. For others, it can feel as though the human element of customer care is slipping away. As organizations race to innovate, many are unintentionally creating gaps, not just between channels, but between themselves and key segments of their customer base. With varying levels of digital fluency and generational differences, and varying expectations, a one-size-fits-all approach to CX no longer scales. So, the question becomes: In our pursuit of the future, are we leaving parts of our customer base behind? In this candid and forward-looking discussion, CX leaders will explore:
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CX Livewire: Consumer Voices, Real-Time ReactionsCustomer expectations are constantly evolving, and understanding how consumers perceive service, support channels, and emerging technologies is critical for shaping effective CX strategies. In this fast-paced and interactive session, panelists will explore key insights from Execs In The Know’s latest research findings, capturing the perspectives and expectations of CX leaders and consumers. Throughout the discussion, panelists will react to both the research findings and live polling of the CRS audience, creating a dynamic comparison between what consumers say they want and how organizations are currently approaching service delivery. These real-time insights will allow attendees to benchmark their own thinking against the room, while panelists share practical perspectives from inside their organizations on how they interpret, and respond to, shifting consumer expectations. Expect candid reactions, engaging audience participation, and thought-provoking contrasts between consumer sentiment and operational reality. This high-energy session is designed to spark conversation, challenge assumptions, and highlight where CX leaders may need to adapt in order to meet the evolving demands of their customers. |
Agent-Facing AI for CX: Through the Eyes of the AgentFor decades, contact center agents have been expected to act as human search engines navigating complex knowledge bases, policy documents, and fragmented systems to find the right answer for customers. But the emergence of agent-facing AI is beginning to shift that paradigm. Instead of simply retrieving information, modern AI tools can now interpret context, surface relevant guidance, and recommend next-best actions in real time. This panel will explore how CX leaders are deploying AI to transform the agent role, and what this experience is like from the agent’s perspective. Panelists will discuss how tools such as AI copilots, real-time knowledge synthesis, contextual assistance, automated summarization, and predictive assistance are helping agents navigate complex conversations more effectively while reducing cognitive load. At the same time, organizations must carefully balance automation with human judgment, ensuring agents remain empowered decision-makers. Panelists will also address the operational and cultural challenges of introducing AI into the agent workflow including trust, training, governance, and change management. Attendees will hear practical insights (and hopefully firsthand feedback from agents) on what’s working, what’s not, and how agent-facing AI can simultaneously improve efficiency, enhance employee experience, and deliver better outcomes for customers. |
The Next Gen CX Business Plan: Preparing for the Next 3–5 YearsFor years, organizations have piloted AI-powered support, automation, proactive service models, and intelligent self-service. Now, the industry is reaching an inflection point: what happens when these capabilities mature into the standard operating model? The question for leaders is no longer if these technologies work, but how to architect a business plan that thrives once they are fully integrated. Moving from pilot to scale requires a fundamental shift in how we lead. It demands a roadmap for workforce evolution, a commitment to data integrity, and a new definition of “success” that balances efficiency with the human connection customer still crave. What does workforce strategy look like when AI handles a significant portion of interactions? How do roles evolve? What investments must be made now in data quality, governance, and systems integration to support intelligent, proactive service? How is success measured? How do organizations deliver the trust, clarity, and the confidence that define Customer Assurance? In this discussion, CX leaders will explore:
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Customer Assurance: A Leadership Decision, Not a DepartmentCustomer Assurance is not a department or a checklist. It is the confidence customers feel when they know a company will show up with clarity, competence, and care. It is built through leadership decisions that shape how the organization communicates, operates, and responds when something matters most. In an era defined by automation, AI, and no-reply emails, customers are tired of simply being processed. They are asking deeper questions: Do I feel safe doing business with you? Do I trust this experience? Do I believe this company will take care of me when it counts? True assurance is what turns a transaction into trust. It requires more than strong service design. It takes leadership alignment, clear decision-making, and systems that make confidence possible at every stage of the customer journey. That includes how expectations are set, how issues are owned, how employees are empowered, and how technology is used to support rather than distance the customer relationship. In this discussion, CX leaders will explore:
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