We live in a world where humans are inextricably linked to every aspect of business yet many decisions and actions fail to reflect that. As the leading end-to-end CX consultancy for professional service firms, we help organizations put people first through experience management.

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The origin of CX Pilots dates back to the 1990s, when founder Steven Keith led the digital transformation of the Chicago Mercantile Exchange. This engagement surfaced a critical insight for the future of business: that sustainable competitive advantage would increasingly depend on the totality of human interactions across an enterprise. What would emerge from this insight is the discipline of Customer Experience (CX).
Keith recognized that CX represented a fundamental shift in how organizations create value. By integrating social science, change management and systems thinking, companies could reorient themselves around the people they serve. This human-centered approach would prove to be not merely a competitive differentiator, but a catalyst for exponential growth. Drawing from this conviction, Keith assembled a team of practitioners who shared a commitment to elevating human experience as a core driver of business performance.
From these origins, CX Pilots has evolved into a specialized experience consultancy serving Fortune 100 clients across CX, EX and UX. Today, we apply decades of expertise to help leading organizations design and deliver experiences that drive measurable business outcomes and lasting competitive advantage. We are the leading CX experts for professional services firms.
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Steven Keith is an internationally recognized expert and keynote speaker for customer experience in professional services firms. Steven works with companies in the Fortune 10 as well as the Fortune 10,000 by helping them transform their strategies and operations to become more systematically empathetic to their internal and external customers. Educated at University of Iowa (Literature, Science and the Arts), Northwestern University (Psycholinguistics) and University of Chicago (Marketing Strategy), Steven has been amassing education across multiple disciplines for decades. Steven is the architect of dozens of organizational transformations. He is the founder of CX Pilots and lives in Chapel Hill, NC.

Virginia is a digital strategist, communications specialist, and client relationships expert who is trained as a Speech-Language Pathologist. With over 20 years at agencies and start-ups, she has focused her career on technology-sparked solutions for business while transitioning her digital strategy work into both a clinical and strategic position. She has worked across 11 time zones with international companies fueling growth by building systems for process improvement and operational stability. Her work at CX Pilots focuses on relationship management and strategy for human centered firms. With an insatiable appetite for all things new and interesting she is a regular contributor to the SXSW community having presented four times. She travels as often as her schedule allows and has lived in three countries, five states, and with people from 11 different countries.

Joe is a marketing & strategy expert who has led teams across research, entertainment, and tech. A former analyst on Bureau of Labor Statistics research, he holds degrees in Sociology, Political Science, and Science and the Public from the University of Utah and University at Buffalo SUNY. When he’s not giving talks about the social network analysis of concert attendees he’s working on marketing and change management for CX Pilots. He serves on the boards of the Triangle American Marketing Association and the North Carolina Sustainable Business Council. Joe lives for underground Berlin techno, triple bottom line business, entrepreneurship and resides in Durham, NC with his rockstar wife and two furry children.

Katrina serves as CX Pilots’ Director of Growth, As an expert in revenue management and analytics, she drives purposeful growth with class and modern thinking, ensuring new heights of success. Katrina holds degrees in Computer Information Systems from the City University of New York and also holds both undergraduate and graduate degrees in Business. She has worked across consulting, healthcare and government administration. Katrina is a lifelong lover of the arts and lives in Raleigh, NC.

Amy Lee comes from a diverse background in Occupational Therapy, event planning, and healthcare operations. With a bachelor's degree in psychology from Azusa Pacific University and a Master of Science in Occupational Therapy from California State University Dominguez Hills, she brings a unique blend of expertise to her role at CX Pilots. As an Account Manager, she ensures that CX Pilots' services consistently exceed client expectations driven by her ability to establish efficient systems for clarity and execution. Outside of work, she enjoys exploring the vibrant Los Angeles area with her husband, as well as traveling, skiing, cycling, and listening to audiobooks that expand her knowledge.
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CX Pilots brings specialized expertise in B2B experience discovery and transformation for organizations that lead their industry, with particular depth in relationship-based brands. We are the go to source for professional services firms who need help with Customer Experience, Employee Experience and User Experience. We helped to invent the disciplines for the professional services and insurance industries.
Our methodology is pragmatic, insights-focused, and designed to directly impact every client, employee and customer. We’ll assess where you are, where you want to be, and chart the path to get you there with results your C-suite will love.
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We deliver measurable transformations. Our Fortune 100 clients achieve double-digit gains in customer satisfaction, retention, and revenue by placing human experience at the center of their business strategy. The result is sustainable competitive advantage that helps your organization lead the industry.
We are committed to transcending our own experiential lenses and cultural biases through active curiosity, listening, and inclusivity. Our dedication to diversity, equity, and inclusion compels us to continually adapt and align our work, processes, and culture with the diverse experiences of our employees, our clients, and their clients. We strive to ensure that every interaction is characterized by respect, humility, and empowerment.
We recognize that diversity encompasses various dimensions, including race, ethnicity, gender, age, religion, sexual orientation, disability status, socioeconomic background, and more. By embracing diversity, we foster an environment that sparks innovation, drives creativity, and enables us to better understand and serve our diverse client base.
We actively work to identify and eliminate barriers that may hinder the advancement and equal treatment of our employees, clients, and communities we serve. We are committed to providing equal opportunities for all individuals, regardless of their backgrounds or circumstances.
is the backbone of a culture where everyone feels valued, respected, and empowered to contribute their unique perspectives within their boundaries. We encourage open dialogue, active listening, and mutual understanding, recognizing that diverse viewpoints lead to better decision-making and stronger solutions for our clients.We actively seek to partner with clients and organizations that share our values and are dedicated to promoting inclusive practices within their industries and communities.In this ongoing journey, we are committed to continuous learning, self-reflection, and improvement. We hold ourselves accountable for creating tangible and measurable progress in this area, and we welcome feedback and constructive dialogue to help us grow and evolve.Together, we will leverage the power of diversity, equity, and inclusion to deliver exceptional client service and positively impact the communities in which we operate.
