CX Excellence – Enabling Your “Digital Possible”

The Digital Possible in financial services.

Miami, Florida, United States
11 - 12 October 2016

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BT Advise CX Consulting Practice at CX Exchange FS 2016.
Miami, Florida
United States

CX Excellence – Enabling Your “Digital Possible”.

BT Advise CX Consulting Practice at CX Exchange FS 2016.

BT’s business consulting practice helps complex financial organizations like yours embrace their Digital Possible – and realize their visions for Customer Experience.

The industry challenges you’re facing are complex and cross multiple disciplines and organizations…

  • Meeting the ever-evolving demands of the customer
  • Digitizing the branch, agency & customer experience
  • Consolidating multiple, disparate centers
  • Mitigating risks of online competition & cyber threats
  • The push to constantly innovate & drive continuous improvement
  • And ensuring that your company is “easy to do business with” so your customers choose you and stay with you…

You already know that a key differentiator for your business is to embrace digital as the foundation of your customer experience strategy. But where to start?

The BT Advise CX business consulting practice brings a breadth of experience to help you address these challenges. We are a group of specialized consultants with an average of 23 years’ experience in CX strategy, industry best practices and technologies. We support our FS clients in a myriad of ways:

  • CX & contact center maturity assessments
  • Contact center & self-service/IVR optimization
  • Customer lifecycle event analysis
  • Analytics & customer insights strategy
  • CX roadmap and business case
  • CX business model & organizational change
  • Innovation and innovative solutions for the future

Why look to BT for business consulting?

BT has the global expertise to provide the platform, tools and people to support you. We have served the financial services market for over 30 years with more than 25 years of experience in working in multi-channel environments.

We look forward to meeting you at the CX Exchange - to learn more about your specific challenges and to talk about how we are helping companies like yours navigate emerging CX trends, the demands of the customer, and the transformation of their business to achieve their Digital Possible…

BT Advise CX Consulting Practice Attendee Bios… See you in Miami!

Kaitlyn StottKaitlyn Stott, Practice Director Customer Experience

Over 20 years’ experience in a spectrum of environments

  • Program Management
  • Organizational Design and Change
  • Contact Centers
  • Business Consulting and Analysis


Kathi GurinKathi Gurin, Principal Consultant, Customer Experience

23 years’ experience in CX strategy, technology and business consulting

  • Customer Journey Mapping and Interaction Strategy
  • CX Roadmap (people, process & technology)
  • Business Case for CX Initiatives
  • CX & Contact Center Maturity assessments