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Toronto, ON

September, 2027

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8th AnnualCUSTOMER EXPERIENCE for FINANCIAL SERVICES SUMMIT

The only event that specializes in CX for Financial Services

Toronto, ON

September, 2027

WHY ATTEND REGISTER YOUR INTEREST FOR 2027

20+ HOURS OF INNOVATIVE CONTENT

10+ HOURS OF NETWORKING

40+ TOP CX IN FINANCIAL SERVICES SPEAKERS

93% OVERALL ATTENDEE SATISFACTION AT OUR CX EVENTS

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Unlock the CXFS 2025
Post-Event Report

Discover how Canada’s leading banking, insurance, wealth, fintech, and payments executives are reinventing customer experience through AI-driven personalization, data intelligence, loyalty innovation, and next-generation digital strategy.

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ADVANCING CUSTOMER EXPERIENCE ACROSS BANKING, INSURANCE, WEALTH & PAYMENTS

The Customer Experience for Financial Services Summit 2026 brought together senior CX, digital, and data leaders from North American banks, insurers, wealth managers, credit unions, and payments providers for two days of practical insights, candid conversations, and meaningful networking. Attendees explored how to build trust, harness AI responsibly, and deliver seamless experiences in an economy where customers are more informed and less forgiving.

Strategic CX Track: Led with Trust

  • Explored how insurers are moving from transactional policies to relationship-driven models
  • Applied an investment mindset to CX, aligning capital allocation with customer priorities to maximize ROI

CX 360° Track: Built Frictionless Experiences

  • Examined how trusted cross-border digital experiences drive acquisition and long-term retention
  • Uncovered the hidden technology behind secure, frictionless banking, from behavioral biometrics to identity orchestration

Main Stage: Accelerated AI-Powered Transformation

  • Showcased how Canada Life delivered a rapid cloud-native contact centre transformation while maintaining strict regulatory compliance
  • Explored the shift from user-initiated to agent-executed payments and what agentic commerce means for customer trust

The summit featured leaders from JPMorganChase, Wealthsimple, TD Bank, Manulife, Sun Life Financial, Scotiabank, CIBC, RBC, Canada Life, Mastercard, Western Union, Vancity, IG Wealth Management, Questrade, and many more.

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CONNECTED WITH PEERS THROUGH INTERACTIVE SESSIONS

Attendees connected, engaged, and learned alongside leading CX experts in financial services through a range of dynamic formats designed to encourage collaboration, knowledge sharing, and meaningful networking. Highlights included:

  • Interactive panels, fireside chats, and case studies across two dedicated tracks.
  • Curated roundtables on customer emotion, fraud prevention, customer intelligence, and blending AI into customer service.
  • Face-to-face networking opportunities, including speed networking, alongside virtual participation.
  • Live virtual streaming that expanded access for attendees across North America.
  • Networking breakfasts, lunches, and a well-attended evening drinks reception.
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WHO ATTENDED?

The summit welcomed senior leaders from across North American financial services, bringing together professionals responsible for customer experience, digital transformation, data and AI, marketing, payments, and risk. Across two dedicated tracks, attendees shared best practices, tackled common challenges, and built valuable connections across the sector.

REPRESENTED SECTORS INCLUDED:

Banking (Retail & Commercial): Customer Experience, Digital Banking, Onboarding, Contact Centre Operations, Omnichannel Experience, Data, Analytics & AI

Insurance: Client Experience, Distribution, Broker Experience, Contact Centres, Customer Relations, Digital Transformation & AI

Credit Unions & Cooperative Banks: Member Experience, Digital Transformation, Service Delivery, Strategy & Transformation

Wealth Management & Asset Management: Client Experience, Advisor Enablement, Portfolio Management, Marketing & Personalization, Digital Advice

FinTech & Payments: Payments, Product Development, Digital Experience, Fraud & Authentication, Partnerships & Innovation

Mortgage & Real Estate Finance: Client Experience, Lending Operations, Digital Onboarding, Process Improvement

Financial Advisors & Planning Services: Client Experience, Financial Planning & Advice, Advisor Experience, CRM

Capital Markets: Client Experience, Client Reporting, Digital Platforms, Risk & Compliance

Lenders (Consumer & Commercial): Customer Experience, Lending, Customer Retention & Growth, Fraud, Data & AI

SENIORITY: C-Suite / EVP / SVP / VP / Director / Head / Senior Manager / Manager

Change text (FOURTH SECTION: PERFECT YOUR CX OPERATIONAL EFFICIENCY & EXPAND GROWTH) to:

PERFECTED CX OPERATIONAL EFFICIENCY & EXPANDED GROWTH

  • Designed seamless client journeys across digital, self-service, and assisted channels with Manulife Bank of Canada and TD Bank.
  • Built customer marketing and loyalty strategies that drive lifetime value with JPMorganChase.
  • Governed agentic AI to drive real resolutions without compromising control with CAA Club Group.
  • Connected people, technology, and customer intelligence to turn insight into action with Scotiabank.
LEARN MORE ABOUT WHO ATTENDS

OUR DELEGATES INCLUDE:

PERFECT YOUR CX OPERATIONAL EFFICIENCY & EXPAND GROWTH

  • Learn to transform customer experiences and improve measurable outcomes with Truist, Scotiabank, and Manulife.
  • Master uplift modeling, real-time data, and martech with Citizens, BMO, and IGM Financial.
  • Perfect strategies to align regulatory requirements and privacy standards,
  • Bolster technology and cross-functional collaboration to improve real-time experiences.
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2026 FEATURED SPEAKERS

SEE ALL 2026 SPEAKERS

Judith Bosire

Chief Economist

Vancity

Heather Arthur

Global Client Experience Centres

Scotiabank

Paul Teshima

CMO and Chief Commercial Officer

Wealthsimple

Ranjit Sarai

VP Digital

Western Union

Madhu Dhandapani

Associate Vice President, Digital Customer Onboarding Technology

TD Bank

Corina T

AVP, Digital Performance, Customer Experience & Payments

Manulife Bank of Canada

Selina Wang

VP, Customer Marketing, Payments

JPMorganChase

Adam Mamdani

SVP, Distribution & Channel Management

Sun Life Financial

HARNESSED THE POWER OF AN IN-PERSON & VIRTUAL EVENT

This hybrid experience was designed to help attendees capture the most value possible:

  • Expanded networks with a larger audience and broader attendee reach.
  • Built connections through one week of pre-event virtual networking.
  • Consulted industry experts through in-person and virtual meetings.
  • Connected with peers using AI matchmaking tools based on shared interests.
  • Accessed on-demand sessions and content anytime, anywhere.
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SPONSORSHIP

Connect with an unparalleled network of leading financial sector executives looking to invest in impactful CX solutions.

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SPEAK AT THE 2027 SUMMIT

Be part of this leading Customer Experience for Financial Services event, promote your triumphs, and share your lesson learned.

Testimonials

Michael Canizares

"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

Peter Brock

"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

Carlos Meneses

"Insightful. Relevant. Confirmed value realized."

Carlos Meneses Director, Information Technology Client Reporting and Advisor Services, CI Investments

Chief Compliance Officer

"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