


The digital revolution hit warp speed when the world went into lockdown due to COVID-19. Seemingly overnight, companies needed to connect with an almost entirely remote workforce. For the most part, these employees have remained at home creating an even greater need for access to Microsoft applications and files anytime and from anywhere. A transition to the cloud was no longer a consideration for many of Microsoft’s customers — it was a requirement.
Microsoft is faced with continuing to deliver on our customer experience at scale with consistently higher volumes. A digital transformation to harness the capability of artificial intelligence (AI), machine learning, and other technologies was already in motion in an effort to increase our self-serve capabilities and deliver personalized, assisted support. Rapidly innovating at scale across our support delivery is now a necessity.
Join Bryan Belmont, Vice President, Customer Service and Support at Microsoft, to hear how his brand is harnessing capabilities across our People, Process and Technology to meet the changing needs of our customers.


Companies operating in the cloud had a major head start digitizing their customer experience (CX) and contact center operations, while also keeping people safe and working from home. As we look to the post-COVID-19 future, organizations need to further accelerate investment in cloud services as a critical enabler for accelerating innovation, de-risking technology investments, and driving growth.
Join Kathy Juve, EVP, Customer Experience Technology & Insights Division at Concentrix, to see how cloud services are helping address critical CX and operations pain points, including:
Whether you’re just starting your cloud journey or looking for more ways to fast-track your CX modernization, this session is for you!


Despite implementing chatbots, virtual assistants (VAs), and chat solutions, a lack of integration means that most enterprises aren’t seeing the reduction in call volumes they expected. But it doesn’t have to be this way.
Research shows most customers increasingly prefer using digital channels versus calling. Nuance has developed not one, but four call deflection strategies that enable our customers to deflect more calls while delighting more customers. Plus, when customers want to speak to someone, agents need to have the tools to resolve issues quickly and prevent repeat calls.
Join Abhay Prasad, Senior Director, Intelligent Engagement Product Management at Nuance, as he demonstrates how taking an AI-first, digital-first approach to call deflection can help you increase VA containment and agent productivity — and realize cost savings of 40% or more. In this session, you will discover how you can:


Recent headlines argued that coronavirus would usher in the death of the call center. But even today, non-voice channels like email, chatbots, social media, and self-service still account for only a portion of customer service interactions. When customers cannot resolve issues through non-voice channels, they turn to agents because people solve problems for other people.
Hear from Jen Lee, Chief Strategy Officer at Intradiem, as she shares why solving the call center data problem is crucial for improving the customer experience. During this session, you will learn more about:


The velocity and trajectory of transformation within customer experience (CX) operations have increased exponentially in the past 5 years, as have consumer expectations of what good service looks like and feels like. In order to be best positioned, both now and the future, it is imperative that organizations apply the right approach to their transformational efforts. Without a bold strategy, a unified vision, and a solid plan for managing change, many organizations will struggle to realize the benefits of their transformational journey.
Come hear Jared Benesh, Director, Client Experience Capabilities at H&R Block, as he shares his decades-long experience in steering successful CX transformations across a variety of organizations. Discover the components critical to success, and learn how you can change minds and implement a manageable, step-by-step plan for a successful transformation.
During this session you’ll hear about:



Given the turbulent times we have faced over the last 12 months, protecting the mental health of our call center agent population is more important than ever. To be effective, organizations must first begin with awareness, and then develop a plan to act.
Join Joel Walker, Global Head of Corporate Services Sourcing at Vodafone, and learn how one of the world’s biggest Tech Coms providers is working to protect and improve the wellbeing of agents across its global call center operations. Specifically, discover how Vodafone has built action plans around:


In today’s environment, when you’re looking to mitigate risk while outperforming the competition in customer experience (CX) delivery, moving quickly to adapt to change is critical. At the heart of it all is a people-first approach that is aligned with technology to improve relationships between team members and clients, drive efficiencies, and reduce costs. By taking a simplified approach, the road to CX success is faster, more joyful and more sustainable.
Join Yoni Epstein, Founding Chairman and CEO of itelbpo, as he shares his insights on how client relationship management is being redefined through flexible and customized use of technology that empowers employees to reach their full potential, and nurtures true partnership with clients.


Brands are officially doing business in what Forrester calls, “The Age of the Customer.” In this new era, customer experience (CX) is the battleground in which organizations win and lose. In order to compete effectively in The Age of the Customer, brands need to elevate their approach to CX and that journey starts in your organization’s contact/customer engagement centers.
Join Brian LaRoche, Marketing Director at CallMiner, as he provides an overview of the keys to delivering five-star CX experiences in contact centers through the understanding and actioning of insights derived from customer’s emotional engagements with your organization. During this session, you’ll hear about:


Healthcare works better for consumers when all its parts work together. When data and services are interoperable, healthcare becomes simpler and easier. A platform approach lets leaders and innovators address challenges with more speed and agility than before. Connected systems allow an exchange of data, information, and insights across partners, internally and externally, facilitating a nimbleness that leads to innovation and healthier lives.
Join Peter Howerton, Staff Vice President, Staff Vice President, Digital Transformation/ Salesforce.com Center of Excellence (CoE) at Anthem, as he shares the transformation brought about by Anthem’s Digital First strategy. Learn how Anthem had to first redefine itself as a digital-first enterprise before it was positioned to use digital technologies to make healthcare simpler, faster, and smarter for stakeholders. During this session, you will:


Customer service has shifted its role within organizations from operational support to becoming a critical data and revenue driver. The ways in which customers shop has shifted to digital, and fulfillment options are constantly evolving. Customer needs continue to shift and expand on two ends of a spectrum: high touch support and efficient responsiveness. Finding talent and managing associate engagement has moved online with Zoom interviews and virtual gatherings. In other words, the only constant in customer service is CHANGE, and the key to successful change is creating an adaptive service model that measures success by accountability to the customer experience.
Join Kate Showalter, Senior Director, Customer Service and PMO at Crate and Barrel, as she shares how to build an adaptive customer service organization, one that’s able to prioritize the customer experience by shifting to meet ever changing expectations. Listen as Kate discusses:


With omnichannel consumer expectations on the rise, CX complexity is outpacing organizational execution. Understanding and managing complexity is critical to building optimized customer experiences and is fundamental to every brand’s ability to layer strategic insight and automation across key CX touchpoints. Using Complexity Studies to analyze omnichannel contact drivers, issue types, support performance, and post-interaction satisfaction, brands can build rigorously tailored support programs, leverage key automations, discover new efficiencies, and meet specific customer needs across any channel.
Join Wadad Nsouli, SVP of Customer Success and Business Insight at ibex, as she talks with Yuliya Orlova, Sr. Director of Customer Experience and Quality Assurance at Toast, to unpack the data and detail that goes into mapping complexity and turning insights into action. In this session, you’ll learn how to:
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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