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Customer experience excellence: The one thing to get right in b2b

Webcast

Webcast overview

Explore lessons from leaders at American Express, Capital One and Morgan Stanley as KPMG shares insights from our financial services business-to-business (b2b) experience excellence research.

Access the replay to learn about:

  • KPMG’s b2b experience excellence research
  • Insights from b2b solution providers
  • How financial services leaders are innovating to deliver impactful experiences
  • Challenges faced and successes in transforming b2b customer experiences

Meet our guest panelists:

  • Fernando Iraola, American Express, Executive Vice President and General Manager, Global & US Large Enterprises 
  • Stacey Juliano, Morgan Stanley Wealth Management, Executive Director, Head of B2B Marketing 
  • Cynthia Loh, Capital One, Senior Vice President, BC&P Beyond the Card 

Meet our KPMG moderator

Image of Scott Lieberman
Scott Lieberman
Principal, US Customer Advisory Leader, KPMG US
Read bio
Image of Scott Lieberman
Scott Lieberman
Principal, US Customer Advisory Leader, KPMG US
Read bio

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Insight
Webcast Replay Webcast Upcoming Listen Now

Problem-solving: Vital to success in B2B financial services

Consumers and business customers are loyal for different reasons

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Customer first: Real insights

Customer First: Real Insights

Drive profitable growth in the digital age. Explore our publications on driving customer-centricity across your organization.

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Insight
Webcast Replay Webcast Upcoming Listen Now

Land customers through winning experiences

Balance high-quality customer experiences with cost-efficient growth strategies

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The great balancing act
Insight
Webcast Replay Webcast Upcoming Listen Now

The great balancing act

Create differentiated CX with human and AI interactions. Read the 2023 US Customer Experience Excellence Report.

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KPMG. Make the Difference.


Some or all of the services described herein may not be permissible for KPMG audit clients and their affiliates or related entities.

The information contained herein is of a general nature and is not intended to address the circumstances of any particular individual or entity. Although we endeavor to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No one should act upon such information without appropriate professional advice after a thorough examination of the particular situation. KPMG LLP does not provide legal services.

The information contained herein is not intended to be “written advice concerning one or more Federal tax matters” subject to the requirements of section 10.37(a)(2) of Treasury Department Circular 230.

© 2024 KPMG LLP, a Delaware limited liability partnership and a member firm of the KPMG global organization of independent member firms affiliated with KPMG International Limited, a private English company limited by guarantee. All rights reserved.

For more detail about the structure of the KPMG global organization please visit https://home.kpmg/governance.

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