Customer Experience for Financial Services

Book Now (


At a Glance

With competition within industries increasing and customers becoming more demanding, there has never been a more important time to focus on delivering a superior customer experience. In this full day customer experience workshop, you will be provided with the key fundamentals to better understand your customers.

The majority of customer complaints happen due to lack of customer love and appreciation, being mis-sold or misheard, or simply when your customers cannot find the information they need. It’s your job to know what each one of your customers thinks about your brand. It’s your job to care about each one of them. We agree that can be tough when there is only you, with so many people to look after. However, you are not alone!

This workshop will use a variety of content from facilitator presentations, discussion, examples, real-life case studies and group activities applied specifically for financial services organisations.

Participants will have the opportunity to learn from an experienced facilitator and also from each other.

What You Will Get

  • You will learn how to take charge of your customer experiences by identifying and mapping key customer journeys.
  • You will gain an understanding of the importance of consistency across the different interactions a customer has with a business.
  • You will learn how to identify customer touch points that have the potential to create memorable experiences for your customers.
  • You will learn techniques that will give you a deeper and more intimate knowledge of your customers

Who Should Take This Workshop

This workshop is developed for financial services professionals with an interest in Customer Experience. This includes business owners and team members (including large organisations, SMEs and startups).

Professionals interested in making themselves more attractive and getting involved inmore internal innovation projects can only benefit from taking this workshop.

+ More

What to bring
  • Pad and Pen
  • The right side of your brain!
What to wear

Anything from suits and ties to jeans and Chuck Taylors! Innovation isn't dependent on dress code.


Collective Campus

Vendor since 2015

Open Innovation Hub where Startups and Corporates alike can Learn, Connect, and Innovate - together.

Offering short, high-impact classes and workshops on Lean Startup, Digital Marketing, Data Science, Design Thinking and Agile Methodologies.

Disrupt yourself, before someone else does.

+ More

Refund & Cancellation Policy

Collective Campus requires 48 hours notice via email prior to the start of a class or event for a full refund or transfer.  Refunds and transfers will not be processed if cancellation occurs within 48 hours of the event commencing. We do not offer refunds for missed classes. There are no fees for refunds or transfers. For cancellations prior to the 48 hour cut off, email Collective Campus to organise a refund or transfer

+ More
Terms & Conditions

Anyone partaking in any classes or coming to any events at Collective Campus or organised by Collective Campus must agree to these terms and conditions.


I agree to take on full responsibility for any damages, injuries and for physical and/or personal property, which I might incur whilst participating in classes and/or events organised by Collective Campus.


I agree to give Collective Campus unrestricted publishing rights for any photographs or videos taken at Collective Campus classes and events or on Collective Campus's premises. (For use of Collective Campus marketing materials).


Collective Campus requires 48 hours notice in writing prior to the class for a full refund or transfer. 


In the event that a class is cancelled, students will be notified via text message or email and entitled to a full refund or credit.

+ More