Join PTP at the CX Exchange for BFSI in Phoenix 

Customer expectations aren’t just rising. They are accelerating faster than most organizations can design and deliver against them. For banks, credit unions, and insurers, the pressure is even greater: deliver seamless, secure, and personalized experiences across channels while navigating regulatory complexity and operational constraints. 

PTP is excited to sponsor the IQPC CX Exchange for BFSI, taking place June 1-2 in Phoenix. 

This event brings together CX leaders from across these industries to share what’s working, what’s not, and what’s next. 

This event and the information that will be shared are more important than ever. Across BFSI, we’re seeing a pivotal shift: 

• AI is moving from pilot to production, with agentic capabilities reshaping how work gets done 
• Voice remains critical for high-stakes, emotionally complex interactions 
• Customer journeys are more fragmented than ever, increasing the need for orchestration across channels 
• Trust, privacy, and compliance are no longer constraints; they are design imperatives 

The organizations that win in this environment aren’t just adopting new technology. Instead, they’re rethinking how experiences are designed, delivered, and continuously improved. 

At PTP, we help forward-thinking brands design, select, and implement contact center solutions that elevate every customer interaction and drive measurable results. At the Exchange, we’ll be focused on what it really takes to move from strategy to execution, including: 

• Turning AI ambition into operational reality 
• Designing next-generation voice and multi-channel experiences 
• Building agentic AI ecosystems that act as true digital teammates 
• Embedding governance, trust, and human-in-the-loop models from day one 
• Aligning front office, back office, and technology teams to eliminate friction 

Are you navigating how to modernize your CX while balancing risk, cost, and complexity? Let’s talk at the conference or otherwise! I’d love to hear from you: crystal.collier@ptpinc.com