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Hyatt Regency Toronto
Toronto, ON

Wednesday, September 23 &
Thursday, September 24, 2026

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7th AnnualCUSTOMER EXPERIENCE for FINANCIAL SERVICES SUMMIT

The only event that specializes in CX for Financial Services

Hyatt Regency Toronto
Toronto, ON

Wednesday, September 23 &
Thursday, September 24, 2026

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

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Unlock the CXFS 2025
Post-Event Report

Discover how Canada’s leading banking, insurance, wealth, fintech, and payments executives are reinventing customer experience through AI-driven personalization, data intelligence, loyalty innovation, and next-generation digital strategy.

DOWNLOAD THE REPORT

DRIVE GROWTH, MASTER AI & AUTOMATION, & IMPROVE CUSTOMER INTELLIGENCE

Join us at the 2026 Customer Experience for Financial Services Summit (CXFS), with leading senior CX, digital, and data leaders from North American financial institutions.

Register now to unlock exclusive insights to:

  • Learn to harness AI, automation, and agentic technologies to bolster end-to-end customer experiences.
  • Master data-driven personalization so you can leverage real-time data and analytics.
  • Improve your digital ecosystem and better your banking, payments, and digital platform experience.
  • Heighten trust and customer loyalty through communication, engagement, and ethical data use.
  • Perfect your operations and compliance by aligning CX strategy with risk management and regulatory requirements.

Connect with top brands like Wealthsimple, Truist, BlackRock, Citizens Bank, Mastercard, Visa, and many more!

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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
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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 & Cooperative Banks
  • Wealth Management & Asset Management
  • FinTech & Payments
  • Mortgage & Real Estate Finance
  • Financial Advisors & Planning Services
  • Capital Markets
  • Lenders (Consumers & Commercial)

ROLES:C-Suite / EVP / SVP / VP / Director / Head / Senior Manager / Manager

ROLES:

Customer Experience (CX), Client & Member Experience, Customer Success, Service Delivery & Excellence, Contact Center Operations, Omnichannel & Digital Experience (DX), Digital Transformation & Banking, Marketing, Brand & Personalization (CRM), Data, Analytics & AI, IT & Enterprise Architecture, Risk, Compliance & Fraud, Operations & Process Improvement, Payments, Lending & Wealth, Fintech & Innovation, Employee Experience (EX), Strategy & Transformation, Customer Retention & Growth

LEARN MORE ABOUT WHO ATTENDS

OUR DELEGATES INCLUDE:

PERFECT YOUR CX OPERATIONAL EFFICIENCY & EXPAND GROWTH

  • Learn to transform customer experiences and improve measurable outcomes with Truist, Scotiabank, and Manulife.
  • Master uplift modeling, real-time data, and martech with Citizens, BMO, and IGM Financial.
  • Perfect strategies to align regulatory requirements and privacy standards,
  • Bolster technology and cross-functional collaboration to improve real-time experiences.
VIEW AGENDA

2026 FEATURED SPEAKERS

SEE ALL SPEAKERS

Pascal Belaud

EVP / Chief AI & Data Officer

Truist

Derek Caramella

VP, Marketing, Data Analysis Manager

Citizens

Paul Teshima

CMO

Wealthsimple

Dario Fuentes Alvarez

EVP, Head of Partnerships & Payments

Santander US

Jason Parker

Vice President & Portfolio Manager, Fixed Income

iA Global Asset Management

Judith Bosire

Chief Economist

Vancity

Jorge Silva Tapia

VP

BlackRock

Carrie Morrison

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

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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

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SPONSORSHIP

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

ACCESS MEDIA KIT

Get the media kit for sponsor benefits, audience info, and branding opportunities.

SPEAK AT THE SUMMIT

Be part of this leading Customer Experience for Financial Services event, promote your triumphs, and share your lesson learned.

Testimonials

Michael Canizares

"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

Peter Brock

"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

Carlos Meneses

"Insightful. Relevant. Confirmed value realized."

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

Chief Compliance Officer

"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