AGENDA

Wednesday, September 23, 2026

Please note that all times listed are EST (Eastern Standard Time; -4:00 UTC)…

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7:30 am

NETWORKING BREAKFAST: BUILD COMMUNITY CONTACTS

  • Start your day off right and connect with CX financial leaders.
  • Get to know your industry peers and colleagues over a delicious breakfast.
  • Source practical tips, discuss best practices, and prepare for the day ahead.

 

8:45 am

OPENING COMMENTS FROM YOUR HOST

Resilient Leadership for a Changing World

  • Discover the four essential leadership qualities that drive resilience and success.
  • Learn how to maintain clarity and purpose amid constant change.
  • Develop strategies for fostering a culture of accountability and adaptability.

9:00 am

ICE BREAKER EXCLUSIVE: FROM ECONOMIC PRESSURE TO CUSTOMER EXPECTATION

What Today’s Economy Is Teaching Us About CX in Financial Services

In a period of economic uncertainty, rising interest rates, and cost-of-living pressure, customer expectations of financial institutions are shifting rapidly. Evolve in an economy where customers are more informed and less forgiving by navigating the aspects on:

  • How economic volatility is changing customer behavior, expectations, and trust
  • Why transparency and proactive communication matter more in uncertain times
  • How experience decisions today can protect loyalty and reputation tomorrow

In times of economic uncertainty lead with proactive transparency and empathetic communication as powerful drivers of long-term customer trust and loyalty.

9:30 am

KEYNOTE SESSION: CUSTOMER JOURNEY OPTIMIZATION

How to Successfully Utilize Cutting-Edge Technology and Intelligence for CX Solutions

Combining the human touch with technologies such as chatbots and voice recognition is important to create a smooth and seamless customer journey. Automate data sourcing and lead enrichment to improve predictive modelling and customer reach. Take away specific solutions to: 

  • Leverage the omnichannel path to provide a unified user experience 
  • Implement internal strategies to organize and focus your teams when implementing new platforms 
  • Observe trending tech in CX in banking  

Optimize your customer engagement to personalize customer experiences.

10:00 am

SPEED NETWORKING: MAKE MEANINGFUL CONNECTIONS    

Grow your network by meeting like-minded individuals to share your latest ideas and projects with:    

  • Enjoy a quick icebreaker, exchange LinkedIn information, and build lasting business relationships.  
  • Achieve your conference networking goals in a fun and agile fashion.  
  • Join a community of CX experts and gain invaluable support.

10:15 am

SPOTLIGHT: FROM TRANSACTIONS TO RELATIONSHIPS

BUILDING CUSTOMER MARKETING STRATEGIES THAT DRIVE LOYALTY, ADVOCACY & LIFETIME VALUE

In an increasingly competitive and digitally connected marketplace, customer acquisition alone is no longer enough. Leverage customer marketing, personalization, data-driven insights, and lifecycle engagement strategies to maximize customer lifetime value while creating seamless and relevant experiences across every touchpoint by:

  • Leveraging customer data and insights to drive personalized engagement at scale
  • Creating loyalty strategies that increase customer lifetime value and advocacy
  • Balancing personalization, privacy, and trust in the customer experience
  • Designing customer journeys that strengthen engagement across the lifecycle

Measure the impact of customer marketing on business growth and customer outcomes

10:45 am

INDUSTRY EXPERT: AGENTIC AI

Agentic AI-Powered Experience Orchestration for Financial Services

Generative and Agentic AI technologies are reshaping how organizations deliver customer and employee experiences. Master success factors on:

  • How the Experience Economy is transforming customer expectations
  • How an enterprise-wide Experience Orchestration strategy can leverage these innovations to connect your data, systems, channels, and people
  • To reimagine your contact centre to unlock new levels of automation, augmentation, personalization, and optimization that transcend customer-facing activities across the front- and back-office

Drive value from operational efficiencies to customer loyalty, to long-term growth with the AI-powered use cases at each level

11:15 am

EXHIBITOR LOUNGE: VISIT BOOTHS & SOURCE EXPERTISE

  • Explore the latest CX technology and strategies with our industry-leading sponsors. 
  • Share your challenges with the biggest innovators in the business.  
  • Schedule one-to-one private meetings for personalized advice. 

11:30 am

FIRESIDE CHAT: RECONCILIATION, COMPLIANCE, AND OPERATIONAL EXCELLENCE

TRACK 1: STRATEGIC CX

Driving Efficiency in Global Financial Services

In today’s complex financial services landscape, operational accuracy and regulatory compliance are more critical than ever. Drive organizational efficiency and mitigate risk with advanced reconciliation practices, robust regulatory controls, and strategic project management. Walk back with actionable plan to:

  • Design and executing reconciliations that align with regulatory requirements.
  • Leverage PMO frameworks to manage and report on concurrent projects within a global reconciliation technology team.
  • Integrate best practices in business office operations, including contract and vendor management, staffing strategies, and conducting internal audits.

Identifying gaps in trading activity and implementing effective mitigation strategies to ensure compliance.

11:30 am

PANEL: FROM RISK TO RELATIONSHIP

TRACK 2: CX 360°

How Technology, Innovation & Leadership Are Redefining Customer Experience in Insurance

In an industry built on managing risk, the next frontier of competitive advantage lies in managing relationships. Push boundaries responsibly balancing board expectations, regulatory realities, and customer-first execution by:

  • Moving from transactional policies to relationship-driven insurance models
  • Leveraging technology (including cyber insights) to proactively support customers
  • Building innovative products in complex, specialty, and emerging risk markets
  • Empowering brokers as experience partners, not just distribution channels

Lead transformation while aligning with board-level governance and risk appetite

12:00 pm

INDUSTRY EXPERT: BETTING ON AI AND WINNING

TRACK 1: STRATEGIC CX

THE POWER OF THE RIGHT PARTNERSHIP

AI-powered analytics promise speed, scale and smarter insights, but only if it comes with the right level of flexibility. Transform partnership with AI innovation into a genuine driver of business value. Walk away with actionable plan on:

  • Accelerating insight generation 
  • delivering real impact by choosing the right partner 
  • Bringing AI to life

Allow for flexibility without slowing down or complicating the process.

12:00 pm

INDUSTRY EXPERT: IMPROVE CX

TRACK 2: CX 360°

Enhancing CX by Blending First and Third-Party Data

Marketers’ jobs have become significantly more challenging as the world becomes more complex due to media fragmentation, cookie deprecation, and more restrictive privacy laws.  Create new opportunities to improve CX by

  • Leveraging customer segmentation system
  • Benefiting with data collaboration and clean rooms
  • Insights driving new CX opportunities

Refine customer experience strategies using data-driven insights while considering shifting market priorities.

12:30 pm

NETWORKING LUNCH: DELVE INTO INDUSTRY CONVERSATIONS

  • Meet interesting speakers and pick their brains on the latest issues in the CX for financial services space
  • Expand your network and make connections that last beyond the conference.  
  • Enjoy great food and service while engaging with your customer experience colleagues

1:30 pm

EXHIBITOR LOUNGE: VISIT BOOTHS & WIN PRIZES

  • Browse through different sponsor booths and test drive new technology
  • Enter your name for a chance to win exciting prizes.   
  • Take advantage of event-specific offers and special content. 

2:00 pm

PANEL: THE CARDLESS REVOLUTION

TRACK 1: STRATEGIC CX

How to Digitize End-to-End Cardholder Experience

Gear up for a cardless future through tokenization, authentication, and seamless checkout. Source your plan of action by: 

  • Enabling secure digital transactions by replacing sensitive card information with unique tokens, which increase security across digital channels. 
  • Creating seamless authentication methods to improve user experience through authentication technologies, such as biometrics and multi-factor authentication (MFA). 
  • Deliver a seamless, integrated checkout experience across multiple digital touchpoints, ensuring that cardholders can make secure, cardless payments effortlessly and without barriers. 

Optimize security and seamlessness in the transition towards a fully digitized cardholder experience.

2:00 pm

FIRESIDE CHAT: THE HIDDEN TECHNOLOGY POWERING FRICTIONLESS BANKING

TRACK 2: CX 360°

Redefining Customer Experience to Build Trust and Security

While customers enjoy fast, intuitive digital experiences, there’s a complex orchestration behind the scenes ensuring they’re safe. Master success factors on:

  • Integrating behavioral biometrics, passive liveness, and identity orchestration to deliver seamless yet secure customer journeys.
  • Redefining customer experience with invisible layer of intelligence 
  • Enhancing satisfaction and reducing friction

Reinforce trust in every step of the process – from onboarding to authentication.

2:30 pm

INDUSTRY EXPERT: THE HIDDEN TECHNOLOGY POWERING FRICTIONLESS BANKING

Redefining Customer Experience to Build Trust and Security

While customers enjoy fast, intuitive digital experiences, there’s a complex orchestration behind the scenes ensuring they’re safe. Master success factors on:

  • Integrating behavioral biometrics, passive liveness, and identity orchestration to deliver seamless yet secure customer journeys.
  • Redefining customer experience with invisible layer of intelligence 
  • Enhancing satisfaction and reducing friction

Reinforce trust in every step of the process – from onboarding to authentication.

3:00 pm

SPOTLIGHT SESSION: DRIVING CUSTOMER-CENTRIC GROWTH AND OPERATIONAL EXCELLENCE

Aligning Strategy, Performance, And P&L Management With Customer-Centric Goals

In a rapidly evolving commercial insurance landscape, delivering exceptional customer experiences requires a strategic balance of operational precision, risk management, and market insight. Walk away with an actionable plan to:

  • Align commercial insurance strategy with customer experience priorities to drive loyalty and retention.
  • Leverage operational excellence and enterprise-wide initiatives to enhance service delivery.
  • Lead complex teams across multiple insurance lines to execute measurable business and CX outcomes.

Integrate risk management and strategic decision-making into customer-focused operations.

3:30 pm

EXHIBITOR LOUNGE: ATTEND VENDOR DEMOS & CONSULT CX EXPERTS

  • Enjoy exclusive sponsor demos and experience the next level of customer experience innovation firsthand. 
  • Meet one-on-one with leading solution providers to discuss organizational hurdles
  • Brainstorm solutions and gain new perspectives and ideas.

4:00 pm

FIRESIDE CHAT: ENGINEERING EXCELLENCE FOR CUSTOMER EXPERIENCE AT SCALE

Aligning Technology Strategy, Architecture & Business Priorities to Deliver Seamless CX

As customer expectations rise, organizations must build resilient, real-time systems that enable seamless, secure, and consistent experiences across channels. Bridge the gap between enterprise architecture and customer outcomes, while empowering teams to deliver mission-critical applications in complex environments by:

  • Aligning technology strategy with business and CX priorities to drive measurable impact.
  • Enabling scalable, real-time customer experiences.
  • Building and leading high-performing engineering teams delivering mission-critical systems.

Discover how agile practices and cross-functional collaboration accelerate innovation while maintaining reliability.

4:30 pm

CLOSING KEYNOTE: CUSTOMER EXPERIENCE THROUGH PURPOSE-DRIVEN COMMUNITY INVESTMENT

Building Brand Trust and Loyalty Through Strategic Community Investment

Customers increasingly expect organizations to go beyond transactions and demonstrate meaningful social responsibility. When corporate giving and employee engagement are aligned with business strategies, they can become powerful drivers of trust, loyalty and customer experience. Master success factors to:

  • Designing community investment strategies that enhance brand perception and customer trust.
  • Using Purpose to build authentic community and stakeholder connections.
  • Driving employee engagement to deliver consistent, purpose-driven customer interactions.

Turn purpose-driven community impact into stronger customer loyalty, satisfaction, and overall experience.

5:00 pm

CLOSING COMMENTS FROM YOUR HOST

Review the key solutions and takeaways from the conference. Source a summary of action points to implement in your work.

5:15 pm

EVENING RECEPTION: ENJOY GREAT CONVERSATION, MUSIC & NETWORKING

  • Relax and unwind with tasty cocktails after a long day of learning. 
  • Don’t miss your chance to win fun prizes by scanning your badge at our exhibitor booths.
  • Make dinner plans with your new connections and explore the best of what Toronto nightlife has to offer. Just be sure to set your alarm for Day 2!

6:30 pm

CONFERENCE DAY 1 ADJOURNS