REGISTER NOW
DOWNLOAD BROCHURE
REGISTER NOW

The Ritz-Carlton, Toronto
Toronto, ON

Thursday, September 18 &
Friday, September 19, 2025

Home

Starts in:

CUSTOMER EXPERIENCE for FINANCIAL SERVICES SUMMIT

The only event that specializes in CX for Financial Services

The Ritz-Carlton, Toronto
Toronto, ON

Thursday, September 18 &
Friday, September 19, 2025

WHY ATTEND TICKET OPTIONS

20+ HOURS OF INNOVATIVE CONTENT

10+ HOURS OF NETWORKING

40+ TOP CX IN FINANCIAL SERVICES SPEAKERS

93% OVERALL ATTENDEE SATISFACTION AT OUR CX EVENTS

DRIVE SUCCESS WITH PERSONALIZED AI, REAL-TIME SUPPORT, & ADAPTABILITY FOR B2C & B2B SECTORS

Get ready for an unforgettable experience at the Customer Experience for Financial Services Summit this Fall 2025! Join top CX leaders from North America’s most innovative financial institutions. Register today and unlock exclusive insights on:

  • Revenue optimization and improving customer engagement in Cards, Loans, and Banking.
  • The power of visual development environments and innovation acceleration with AI agents.
  • The combination of content and analytics to track digital campaigns for continuous visibility.
  • Customized financial solutions and using data-driven approaches to enhance customer interactions and drive business success.

This summit features notable organizations, including Black Rock, American Express, KeyBank, Mastercard, JPMorgan Chase & Co., and many more!

This summit features notable organizations, including Black Rock, American Express, KeyBank, Mastercard, JPMorgan Chase & Co., and many more!

REGISTER NOW

CONNECT WITH YOUR PEERS IN INTERACTIVE SESSIONS

Don’t miss the unique opportunity to connect, engage, and learn with top CX experts in the financial sector! With a range of dynamic formats and plenty of chances to have fun and unwind, this is an experience you won’t want to miss. You can look forward to:

  • Interactive sessions and roundtable discussions 
  • Curated breakout learning opportunities  
  • Face-to-face networking (including speed networking) 
  • Virtual streaming for greater accessibility  
  • A breakfast, lunch, and evening drinks reception
REGISTER NOW

UNLOCK GROWTH WITH SCALABLE TECHNICAL & MARKET STRATEGIES TO OPTIMIZE CX OPERATIONAL EFFICIENCY

  • Manage full funnel marketing efforts and navigating complex digital transformation to expand your market reach with insights from JPMorgan Chase & Co.
  • Take a deep dive into how Midland Credit Union is amplifying the power of visual development environments to unlock new opportunities and accelerate innovation.
  • Identify key use cases with American Express where visual-enabled customer interactions can lead to higher ROI, lower AHT, and increased FCR.
  • Optimize security and seamlessness in the transition towards a fully digitized cardholder experience with the help of Mastercard.

 

VIEW AGENDA

WHO SHOULD ATTEND?

Financial services professionals — get ready to solve your biggest challenges with a game-changing financial experience that empowers both businesses and consumers. 

Our event delivers personalized, seamless solutions, advanced insights, and unmatched support, unlocking new possibilities for growth and security.  

WHO WILL BENEFIT FROM THE EVENT? 

  • Banking (Retail & Commercial) 
  • Insurance 
  • Credit Unions and Cooperative Banks 
  • Wealth Management and Asset Management 
  • FinTech and Payments 
  • Mortgage and Real Estate Finance 
  • Financial Advisors and Planning Services 
  • Capital Markets 
LEARN MORE ABOUT WHO ATTENDS

OUR DELEGATES INCLUDE:

2025 FEATURED SPEAKERS

SEE ALL SPEAKERS

Amit Mondal

VP & Head of Digital Analytics & Experimentation

American Express

Kristina Villarini

VP, Digital Content & Marketing Strategy

JPMorgan Chase & Co.

Amit Kamath

Vice President, Institutional Business Lead

BlackRock

Pranav Sarda

VP, Debt Origination

Keybank

Brady Aarssen

VP, Centralized Operations, Strategy & Transformation

Canada Life

Mariana Vitaver

Director, Product Management- Digital Payments & Crypto

Mastercard

Deepta Rayner

Sr. Director, Customer Experience Measurement

CIBC

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 with a larger audience and broader attendee reach. 
  • Build connections through one week of pre-event virtual networking. 
  • Consult industry experts by scheduling in-person or virtual meetings. 
  • Connect with peers using AI matchmaking tools based on shared interests. 
  • Access on-demand sessions and content anytime, anywhere. 
SECURE MY PLACE

SPONSORSHIP

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

BECOME A SPONSOR

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 CanizaresManager 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 BrockDirector, Social Learning, D + H

Insightful. Relevant. Confirmed value realized.

Carlos MenesesDirector, Information Technology Client Reporting and Advisor Services, CI Investments

The content & speakers exceeded my expectations!

Chief Compliance OfficerOxford 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