See How CXFS 2025 Redefined Customer Experience in Financial Services

Download the official Post-Event Report with key insights, attendee data, and strategies from Canada’s top CX leaders.

Explore the insights, strategies, and connections that defined CXFS 2025. This report captures how 200+ senior leaders from banking, insurance, and fintech are leveraging AI, personalization, and data to drive loyalty, retention, and growth in an increasingly competitive financial services landscape.

What’s Inside the Report

A complete breakdown of the leaders, insights, and trends shaping CX in financial services.

Top Financial Institutions
Attendee companies from leading banks, insurers, and fintech innovators.

Senior Decision-Makers
Audience dominated by VP, C-suite, and director-level leaders driving CX strategy.

Industry-Wide Representation
Cross-sector insights from banking, wealth management, insurance, and payments.

Proven Event Impact
A trusted platform delivering high-value content, networking, and measurable outcomes.

Why It Matters

Turn insights into action with strategies validated by industry leaders.

Build High-Value Connections
Engage with peers and leaders shaping CX transformation across financial services.

Accelerate CX Strategy
Apply proven frameworks in AI, personalization, and data-driven decision-making.

Learn What Actually Works
Real-world insights from leaders solving today’s toughest CX challenges.

Stay Ahead of the Market
Benchmark against top organizations leading innovation and customer loyalty.

This leading CX summit attracts senior financial services leaders driving innovation, loyalty, and growth

Company Size

65%5,000+ Employees
20%1001-5,000 Employees
9%201-1000 Employees
5%50-200 Employees
1%Under 50 Employees

Seniority Breakdown

30%VP/C-Suite
60%Director/ Manager
10%Specialist

Hear from the leaders shaping Canada’s financial services CX landscape

Pascal Belaud

EVP / Chief AI & Data Officer

Derek Caramella

VP, Marketing, Data Analysis Manager

Paul Teshima

CMO

Dario Fuentes Alvarez

EVP, Head of Partnerships & Payments

Jason Parker

Vice President & Portfolio Manager, Fixed Income

Judith Bosire

Chief Economist

Jorge Silva Tapia

Carrie Morrison

AVP, Product Group Owner, Acquisition & Engagement, Canadian Credit Cards

"Would highly recommend the Strategy Institute for go to market"

"It was a pleasure to partner with the CXSF team to participate in this summit"

"We are having an excellent time and have identified good business opportunities during the event. Awesome time!"

"I loved the option of the app for setting up meetings and lead scanning."

"Great networking, well organized, & great lineup of speakers. Cant wait for the next one!"

"Would highly recommend the Strategy Institute for go to market"

"It was a pleasure to partner with the CXSF team to participate in this summit"

"We are having an excellent time and have identified good business opportunities during the event. Awesome time!"

"I loved the option of the app for setting up meetings and lead scanning."

"Great networking, well organized, & great lineup of speakers. Cant wait for the next one!"

Organizations Driving CX Innovation Across Financial Services