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After the incredible success of CXFS 2025, we’re bringing you an even more dynamic experience in 2026! Building on the breakthrough insights from BlackRock, American Express, KeyBank, and 35+ industry leaders who made 2025 unforgettable, secure your spot today and:

• Transform your financial services strategy from traditional operations to a proactive revenue-driving powerhouse – just like the game-changing sessions we delivered in 2025.
• Master Cards, Loans, and Banking optimization through proven frameworks that our 2025 attendees are already implementing in their organizations.
• Revolutionize your development approach with visual development environments and AI agents using the innovative methodologies that sparked countless “aha moments” at our sold-out 2025 summit.
• Elevate your content and analytics integration for seamless digital campaign tracking with the cutting-edge approaches that had our 2025 audience buzzing well into the evening reception.
• Build customized financial solutions using the data-driven insights that made CX Financial Services 2025 the talk of the industry.

Following the phenomenal response to CXFS 2025 – where attendees called it “career-changing” and “the best financial CX event in Canada” – we’re expanding with even more breakthrough content from organisations like Mastercard, JPMorgan Chase & Co., TD Bank, Wells Fargo,

Maximize the ROI of financial CX with proven operational models tied to specific, tangible returns on investment. Discover how our 2025 delegates transformed their financial institutions over two incredible days.

• 2025 attendees revolutionized their full funnel marketing approaches using complex digital transformation strategies shared by JPMorgan Chase & Co to expand market reach and drive measurable growth.
• Delegates accelerated innovation by implementing visual development environment frameworks from Midland Credit Union that unlocked new opportunities and streamlined operational processes.
• Participants achieved higher ROI and lower AHT by applying American Express’s proven methodologies for visual-enabled customer interactions that increased first call resolution rates.
• Summit alumni mastered the art of optimizing security while maintaining seamlessness using Mastercard’s strategic approaches to fully digitized cardholder experiences.
• 2025 delegates secured executive buy-in and transformed their operational efficiency using data-driven business cases that delivered tangible CX improvements across Cards, Loans, and Banking divisions.

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