5th ANNUAL CUSTOMER EXPERIENCE for
FINANCIAL SERVICES
SUMMIT 2024

North America’s leading summit for showcasing global CX trends and their impact on the financial industry worldwide

Toronto, ON

Tuesday, September 24 &
Wednesday, September 25, 2024

REBOOST YOUR BRAND PROSPECTS & EMBRACE DIGITAL LANDSCAPE

The 5^th Annual Customer Experience for Financial Services Summit returns to Toronto in 2024 with CX experts from top North American financial brands. Secure your spot today and:

Make use of hybrid digital strategies and deliver trusted experiences
Rationalize and simplify your AI integrated processes to build up your decision making without significant cost outlays.
Implement a composable UX strategy to align customer data management and customer journey
Implement best-in-class enterprise strategy with insights from 40+ financial CX leaders from across the globe.

Get your ticket to join CX innovators from North America’s top banks, credit unions, insurers, investment banks and fintechs.

The event is an in-person event featuring interactive sessions, curated breakout learning and face-to-face networking opportunities. The conference will also be streamed virtually for attendees that can’t make it in person.

ACTIONABLE CX STRATEGIES DISCUSSED AT THE 2023 SUMMIT

Morgan Stanley and JP Morgan Chase sharing their insights on enabling real-time predictable view of the customer by orchestrating analytical platforms.
HSBC emphasising on the importance of staying laser focused on CX, while keeping paced with drivers to customer growth.
Scotia Bank sharing success story on how to win over your customers and modernize strategies.
Rocket Mortgage sharing their expertise on how to escalate customer experience at each point of physical and digital contact.
Baxter Credit Union discussed the reduction of the organizational communication gap by tracking various communications requirements.

VIEW 2023 AGENDA

HARNESS THE POWER OF AN IN-PERSON & VIRTUAL EVENT

This hybrid experience is specially designed to help attendees capture the most value possible!

Expand your network and enhance peer-to-peer learning with a larger number of attendees and a broader reach.
Cultivate lasting connections through one week of pre-event virtual networking on the summit platform.
Consult industry experts and get your toughest questions answered with the help of an in-person and virtual exhibitor hall.
Connect and build relationships with peers that have similar interests and career objectives using AI matchmaking tools and filters.
Enjoy on-demand speaking sessions and content that can be viewed anytime, anywhere.

2023 SPEAKERS

Lizzie Pine

Executive Director, Head of CB Commercial Card Products

Jenna Matthews

VP, Integrated Marketing

Matthew Beckman

VP, Head of Digital Platform Optimization

Mahesh Bharariya

VP, Digital Products and CX Analytics

Janet Lin

VP, Lending and Payments Technology

Satish B

VP Cloud Integration & Analytics

Jill Perlberg

VP, Head of Client Experience Marketing

View 2023 Speakers

DRIVE DEMAND GENERATION WITH INTENT-BASED BUYERS

CX FS Canada brings together the biggest names in the financial services industry and provides them with leading customer experience solutions. It enables them to access strategically focused content in an environment conducive to forging lasting business partnerships.

This is your opportunity to cultivate relationships with the industry’s key influencers and buyers at this exclusive event. Build your pipeline with qualified sales leads by taking advantage of one of our sponsorship opportunities now.

SEE SPONSORSHIP OPPORTUNITIES

Testimonials

Like the “wow” moment we’ve come to expect from movies, each presentation has provided a golden nugget that can be integrated in any business model to drive improvements in the customer experience.

Michael Canizares

Manager of Inforce Services, Foresters Financial
I was very pleased with the variety of perspectives on customer experience we were able to hear about based on presenters with a wide range of backgrounds and expertise.

Peter Brock

Director, Social Learning, D + H
Insightful. Relevant. Confirmed value realized.

Carlos Meneses

Director, Information Technology Client Reporting and Advisor Services, CI Investments
The content & speakers exceeded my expectations!

Chief Compliance Officer

Oxford Financial Group
The speakers have been great … Brainstorming and gathering different ideas and approaches to figure out where to go next to be a leader and provide the experience we want all our customers to have.

Horizons ETFs
One of the best parts about events like this is actually getting to hear case studies, instead of the op-ed pieces you can read about in a blog. Really seeing the strategy go through with the analytics and results has been very helpful for us.

Lincoln Financial Group