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At Istwan Experience Group (IXG), we help financial services firms transform how they connect with clients by offering flexible solutions to elevate the entire client experience. Our services range from hands-on leadership through our Fractional Chief Experience Officer (CXO) offering to ready-to-use tools like ClientMap. Whether you need strategic guidance, journey mapping, governance frameworks, or client health dashboards, we bring the expertise to build experiences that drive loyalty, referrals, and measurable growth.
Let’s elevate your client experience—starting with a conversation.
Our Proven 5-Step CX Framework: Discover. Define. Design. Deliver. Deepen.
Using our proven 5-step framework, we help financial services firms Discover client needs, Define measurable goals, Design seamless journeys, Deliver solutions with integrated systems and training, and Deepen impact through continuous improvement. The result is intentional client experiences that drive loyalty, referrals, and measurable growth.
Our work spans the full CX lifecycle: strategy and advisory, journey mapping, voice of customer programs, governance and measurement, training, and fractional CX leadership. The result is measurable outcomes: stronger client satisfaction and retention, reduced cost to serve, and new growth through cross-sell and upsell.
Fractional CX Leadership
Transform your client experience with embedded, executive-level leadership on your terms.
Executive CX leadership without full-time overhead
Embeds strategy into daily operations across teams
Drives measurable outcomes (NPS, CSAT, CLV) with ongoing oversight
Core CX Strategy Services
Turn insight into action with proven tools that clarify, elevate, and transform the client journey.
CX Maturity Assessment & Roadmap
Journey Mapping & Service Blueprinting
Voice of Client Program & Analytics
CX Workshops & Team Enablement
Accelerate CX alignment with high-impact workshops that equip teams to deliver consistently across every client touchpoint.
Fast-paced, outcome-driven workshops
Practical training for service, operations, and sales
Builds alignment and consistent execution
Ready to take your client experience to the next level? Whether you’re looking for strategic guidance, leadership support, or team enablement, the Istwan Experience Group is here to help. Reach out today to discuss how we can partner to drive lasting impact for your firm and clients.
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