Welcome to the 5th edition of the Customer Experience for Financial Services Summit! This year’s agenda is centred on cutting-edge case studies, pragmatic takeaways, and dynamic sessions to support real-world scenarios and provide your customers with exceptional experiences in the new normal.
1
Improve customer engagement with strong business results
2
Fuel higher customer retention, brand reputation, and recurring revenue
3
Network and engage with the highest calibre of thought leaders in the financial sector
Over the past 25 years, Strategy Institute has been a leader in event production and content creation. The 5th Annual CXFS Summit is a part of our transformative series of customer experience events. Each conference is dedicated to helping you maximize the potential of your CX strategies.
Ever attend an event where you feel like you’re lost in the crowd? Not at the CXFS Summit!
We deliberately design the program to encourage you to build relationships with like-minded CX peers. Our in-person conference experience and innovative event platform allow you to network in small working groups, peer-led breakouts, roundtables and much more!
Arrive solo but leave as part of the CXFS community.
Toronto Marriott City Centre Hotel
Toronto Marriott City Centre Hotel is your place to stay in the heart of the action. Find the hotel at the Rogers Centre, steps from CN Tower, Ripley’s Aquarium of Canada and world-class shops. The Hotel provides a grocery/convenience store, a coffee shop/cafe, and dry cleaning/laundry services. For some rest and relaxation, visit the spa tub. The on-site American cuisine theme restaurant, Sportsnet Grill, offers breakfast, lunch and dinner. Stay connected with free in-room Wi-Fi, and guests can find other amenities such as a bar and a 24-hour gym.
Billy bishop airport is a 10-minute drive away, and union station is a 12-minute walk.
One Blue Jays Way,
Toronto, ON
M5V 1J4
Save travel time and money. Take advantage of our discounted group rate, available until August 29, 2024 at $439/night, on a first-come basis whilst rooms are available.
For your convenience, please use this booking link to make your reservation online now!
IMPORTANT: Strategy Institute is not affiliated with nor do we contract any third-party room booking service. Please contact the hotel directly to make your reservations.
Sarah Syed
Content Production
Shah Mumin
Sponsorship Sales
Isabel Brull
Sponsorship Sales
Louis Youpa
Delegate Sales
Chandry Roychowdhury
Marketing
Lekhena Peou
Event Management
Monica Sallai
Customer Success
Which meals are included?
Breakfast, lunch as well as morning and afternoon snacks are provided at the conference, served in the exhibition hall.
Is there parking?
Yes, contact our customer care team for more details at [email protected]
Can I send a replacement delegate if I can’t attend at the last minute?
Absolutely! Please contact our customer care team at [email protected] at your earliest convenience.
I have special meal requirements, who do I contact?
Please contact our customer care team at [email protected] so they can liaise with the venue to ensure you are taken care of.
When will the presentations be available, and how do I get them?
Presentations will be available for download on the event platform, typically on the day of the summit. Please be aware that not all speakers are able to release their presentation due to confidentiality reasons
What time do I need to arrive before my presentation?
Please arrive at the break before you are due to speak, e.g. if you are due to speak at 4 p.m., please arrive during the afternoon break. This is so you can meet the conference producer, check your slide deck, load it if you have a new version with you and run through a rehearsal of your presentation.
When is my presentation due?
Please send your presentation to the event manager two weeks prior to the conference, even if it is still in draft form. This will allow us to check it in advance and let you know if there are any issues. Please also email your final version to the event manager and bring a back-up copy on a USB stick.
What aspect ratio should my slides be?
Please select ‘standard’ in Microsoft Office – the aspect ratio is 4:3.
Can I stay for the whole conference?
Yes, you are very welcome to attend the whole conference. It’s one of the benefits of speaking!
Is there a speakers’ green room?
No, we find our speakers enjoy networking with delegates, other speakers and sponsors in the exhibition hall, which is open throughout the conference. Hot and cold drinks are typically available in the exhibition hall all day, and seating is provided if you need to complete some work or make any calls.
What forms of payment do you accept?
We accept Visa, Mastercard, American Express, Electronic Funds Transfer or Cheque for Canadian Currency and American Currency.
What is your cancellation/refund policy for paid invoices?
A full refund minus a $495 administrative charge will be given for cancellations received in writing up to 14 days prior to the conference date. Refunds will not be available after this date.
Can I pay half now and half at a later date?
We highly encourage a full payment upon receipt of invoice. For any specific circumstances, please reach out to customer care at [email protected]
My credit card was charged with a foreign transaction fee, how do I get that amount paid for?
Strategy Institute is not liable for any additional charges levied by a credit card company, including but not limited to American Express currency conversion charges.
I paid for my registration, does it include my hotel stay at the venue?
Registration fees include attendance, luncheon and all course materials. It doesn’t include accommodations or transportation to and from the conference.
When is booth setup and teardown?
Setup is usually the night before the event or before registration opens on day one. You will receive a logistics package from your event manager with more details. If you have not received this, please contact customer care at [email protected] so they can connect you to the event manager.
When will I know my booth number?
You will receive this from your event manager one week before the event.
I want to distribute handouts, can you make that happen?
Yes! Please give them to the event manager when you arrive for setup. If you want to distribute an electronic handout, please send this to your event manager at your earliest convenience.
EVENT
Which meals are included?
Breakfast, lunch as well as morning and afternoon snacks are provided at the conference, served in the exhibition hall.
Is there parking?
Yes, contact our customer care team for more details at [email protected]
Can I send a replacement delegate if I can’t attend at the last minute?
Absolutely! Please contact our customer care team at [email protected] at your earliest convenience.
I have special meal requirements, who do I contact?
Please contact our customer care team at [email protected] so they can liaise with the venue to ensure you are taken care of.
When will the presentations be available, and how do I get them?
Presentations will be available for download on the event platform, typically on the day of the summit. Please be aware that not all speakers are able to release their presentation due to confidentiality reasons
SPEAKERS
What time do I need to arrive before my presentation?
Please arrive at the break before you are due to speak, e.g. if you are due to speak at 4 p.m., please arrive during the afternoon break. This is so you can meet the conference producer, check your slide deck, load it if you have a new version with you and run through a rehearsal of your presentation.
When is my presentation due?
Please send your presentation to the event manager two weeks prior to the conference, even if it is still in draft form. This will allow us to check it in advance and let you know if there are any issues. Please also email your final version to the event manager and bring a back-up copy on a USB stick.
What aspect ratio should my slides be?
Please select ‘standard’ in Microsoft Office – the aspect ratio is 4:3.
Can I stay for the whole conference?
Yes, you are very welcome to attend the whole conference. It’s one of the benefits of speaking!
Is there a speakers’ green room?
No, we find our speakers enjoy networking with delegates, other speakers and sponsors in the exhibition hall, which is open throughout the conference. Hot and cold drinks are typically available in the exhibition hall all day, and seating is provided if you need to complete some work or make any calls.
PAYMENT
What forms of payment do you accept?
We accept Visa, Mastercard, American Express, Electronic Funds Transfer or Cheque for Canadian Currency and American Currency.
What is your cancellation/refund policy for paid invoices?
A full refund minus a $495 administrative charge will be given for cancellations received in writing up to 14 days prior to the conference date. Refunds will not be available after this date.
Can I pay half now and half at a later date?
We highly encourage a full payment upon receipt of invoice. For any specific circumstances, please reach out to customer care at [email protected]
My credit card was charged with a foreign transaction fee, how do I get that amount paid for?
Strategy Institute is not liable for any additional charges levied by a credit card company, including but not limited to American Express currency conversion charges.
I paid for my registration, does it include my hotel stay at the venue?
Registration fees include attendance, luncheon and all course materials. It doesn’t include accommodations or transportation to and from the conference.
SPONSORS
When is booth setup and teardown?
Setup is usually the night before the event or before registration opens on day one. You will receive a logistics package from your event manager with more details. If you have not received this, please contact customer care at [email protected] so they can connect you to the event manager.
When will I know my booth number?
You will receive this from your event manager one week before the event.
I want to distribute handouts, can you make that happen?
Yes! Please give them to the event manager when you arrive for setup. If you want to distribute an electronic handout, please send this to your event manager at your earliest convenience.
