CUSTOMER EXPERIENCE
FOR FINANCIAL SERVICES SUMMIT

North America’s only event showcasing executable models tailored for CX professionals in financial services

Toronto, ON

Tuesday, September 30 &
Wednesday, October 1, 2025

FUEL YOUR CX ROI WITH THE LATEST AI EVOLUTION

The 5^th Annual Customer Experience for Financial Services Summit 2024 will showcase a wide range of subjects central to the evolution of CX strategies from disrupters in top-tier North American financial brands.

Have your questions answered by winning CX strategists from BlackRock, Goldman Sachs, Vancity, Horizons, Servus Credit Union, Capital One, Allstate, UBS, US Bank, TD, RBC, Scotiabank, EQ Bank, Coast Capital Savings, Meridian Credit Union, and many more!

Secure your spot today and:

Streamline processes with advanced conversational AI for evolved omnichannel messaging and self-service resolutions.
Escalate conversions through a security-centric approach while balancing CX and cybersecurity as competing priorities.
Scale your CX by liberating customer data, producing collaborative customer intelligence and maximizing the value of AI.
Seize the liaison between marketing and customer experience for advanced customer loyalty and increased conversions.
Convert insights from millions of conversations happening each day on your platform to grow your business in various ways.
Maximize your customer centric sales and operations planning to adopt a design thinking approach for a future-ready, world-class CX enterprise.

This year’s edition is an in-person event featuring interactive sessions, curated breakout learning, and face-to-face networking opportunities. The conference will also be streamed virtually for increased reach and higher engagement.

RESTRUCTURE YOUR CX WITH ACTIONABLE STRATEGIES

Build more comprehensive and complex research strategies to better understand your customers with Goldman Sachs.
Uncover how Scotiabank and TD Bank are automating their data sourcing and lead enrichment for improved predictive modelling and customer reach.
Embed omnichannel strategies for improved experiences and unlock new opportunities through the ‘voice of the customer’ with Vancity.
Deliver a premium value to your customers with effective communication strategies from Blackrock.
Guarantee long-term capital growth with the help of Horizons ETFs by maintaining deep-rooted value with your clients.
Gain insights from Servus Credit Union on developing a customer-centric approach while still retaining operational and strategic agility.
Minimize the impact of risks on CX and seize the opportunities to improve it with best practices from Allstate.

VIEW 2024 AGENDA

JOIN INTERACTIVE NETWORKING SESSIONS

Take a deep dive down the customer experience rabbit hole and join one of our roundtable discussions.
Share common challenges and best practices with your CX peers on a topic of your choosing.
Enjoy a quick icebreaker during speed networking and achieve your conference networking goals in a fun and agile fashion.
Exchange LinkedIn information and grow your network by meeting like-minded individuals.
Brainstorm innovative methods to fill the gap in your customer experience strategies.

2024 FEATURED SPEAKERS

Mark Gonzales

Global Client Business Executive Director

Natalie Redman Nah

Senior Director, Credit Card Engagement Marketing and CRM

Jack Jones

VP, Digital & Technology Platforms

Tammy Cash

Head of Marketing, Americas

Eric Walker

VP, Head of Customer Management

Matthew Beckman

VP, Head of Digital Platform Optimization

Andrew Rusk

VP, Marketing

Sandip Chaudhury

Senior Director- Business development and partnerships

SEE 2024 SPEAKERS

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 and enhance peer-to-peer learning with a larger audience and a broader reach of attendees.
Cultivate lasting connections through one week of pre-event virtual networking on the summit platform.
Consult industry experts and get your toughest questions answered by scheduling in-person or virtual one-to-one meetings.
Connect and build relationships with peers who have similar interests and career objectives using AI matchmaking tools and filters.
Enjoy on-demand speaking sessions and content that can be viewed anytime, anywhere.

DRIVE DEMAND GENERATION WITH INTENT-BASED BUYERS

CXFS 2024 brings together the biggest names in financial services and provides them with leading customer experience solutions. It enables them to access strategically focused content in an environment conducive to forging lasting business partnerships.

This is your opportunity to cultivate relationships with the industry’s key influencers and buyers at this exclusive event. Build your pipeline with qualified sales leads by taking advantage of one of our sponsorship opportunities now.

SEE SPONSORSHIP OPPORTUNITIES

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 Canizares

Manager 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 Brock

Director, Social Learning, D + H
Insightful. Relevant. Confirmed value realized.

Carlos Meneses

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