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4th Annual Customer Experience for Financial Services Summit 2023
19
Sep
-
20
Sep
2023
When
Toronto

Canada
Where

The CXFS Summit is the only event dedicated exclusively to customer experience in financial services. It unlocks hidden CX potentials through elevated CX leaders from a range of financial sectors across the globe. This innovative conference will make you reimagine infrastructures and create spontaneous CX data driven experiences that your customers will remember. Leave with strategies to help increase your customer retention, ROI and brand credibility.

Why Attend

4th Annual Customer Experience for Financial Services Summit 2023

Discover global CX trends and their impact on the financial industry worldwide.

Grow

Learn to implement a composable UX strategy to align customer data management and customer journey, and best-in-class enterprise strategies.

Experience

Make use of hybrid digital strategies and deliver trusted experiences that you learn from interactive sessions, curated breakout learning and face-to-face networking opportunities.

Be inspired

Stay laser focused on CX, while keeping pace with drivers to customer growth and discover how to win over your customers and modernizing your strategies.

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Welcome to North America’s premier event series that attracts leaders from all areas across the Customer Experience industry to tackle key issues and challenges, in addition to showcasing the latest innovations in digital customer engagement. Our many events in this series include the Customer Experience Strategies Summit, Customer Experience for Financial Services Summit, Customer Success Summit and Digital Customer Experience Summit.

19 - 20 Sep 2023
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Speakers and Delegates
Industry Experts and Thought Leaders

David Femi
Senior Vice President - Business & Professional Banking Regional Manager
Lizzie Pine
Executive Director, Head of CB Commercial Card
Jenna Matthews
Vice President, Integrated Marketing | Morgan Stanley at Work
Mahesh Bharariya
Vice President, Digital Products and CX Analytics
Rachel Clark
Vice President - IT Security
Jill Perlberg
VP, Head of Client Experience Marketing
Dawson Guilbeault
VP, Head of Product & Design
Paul Douglas
Vice President of Corporate Partnerships and National Market Development
Gale Geddes
Global Head, Digital Transformation
Elizabeth Walford
Managing Director
Sukhmani Dev
SVP, Digital Product Management, North America

Sponsors and Exhibitors
Brand, Media and Promotional Partners

HGS - Hinduja Global Solutions

A global leader in business process management (BPM) and optimizing the customer experience lifecycle, HGS is helping make its clients more competitive every day.

A global leader in business process management (BPM) and optimizing the customer experience lifecycle, HGS is helping make its clients more competitive every day.

InMoment

Improving experiences is why InMoment exists. Our mission is to help our clients improve experiences at the intersection of value--where customer, employee, and business needs come together.

Improving experiences is why InMoment exists. Our mission is to help our clients improve experiences at the intersection of value--where customer, employee, and business needs come together.

Organizer

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