ABOUT

ABOUT

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Welcome to the 6th Annual Customer Experience for Financial Services Summit, where the future of financial service delivery takes centre stage! Here’s what’s in store: 

  • Scale Technology for Impact: Drive customer satisfaction with automation and innovative tech solutions. 
  • Simplify Customer Journeys: Make financial services seamless, intuitive, and accessible for every customer. 
  • Harness Data for Better Experiences: Use actionable insights to meet customer expectations and deliver personalized financial solutions. 
  • Automate Engagement at Scale: Keep customers connected with timely, automated follow-ups and personalized interactions. 
  • Strengthen Security: Safeguard customer data and fortify your defences against evolving threats. 

Join us to transform your financial services with innovative strategies that supercharge your customer experience and drive unstoppable growth!

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TOP 3 REASONS TO ATTEND

1

Elevate Your Financial Services CX Game Plan

  • Deliver exceptional experiences at every customer touchpoint, ensuring customer loyalty. 
  • Leverage AI-driven insights to supercharge your CX strategy, optimizing personalized solutions and boosting operational efficiency. 
  • Take your financial services CX to the next level and unlock growth opportunities that set you apart from the competition.

 


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2

Unlock Explosive Revenue Growth with Exceptional Customer Service in Financial Services

  • Transform your customer service and streamline operations, driving revenue growth. 
  • Connect with top executives, industry leaders, and both B2C and B2B financial experts to gain valuable insights. 
  • Participate in interactive sessions, case studies, and discussions designed to tackle the unique challenges facing the financial industry and unlock new opportunities for success.


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3

Expand your network and connect with CX visionaries

  • Dive into customer success stories from industry giants like BlackRock, American Express, Canada Life, and more.
  • Forge connections via our interactive event app, designed to streamline networking and meetings.
  • Can’t attend in person? Our versatile event platform keeps you connected virtually, so you never miss a beat!

NETWORK WITH THE TOP CX LEADERS IN THE FINANCIAL SECTOR

SEE WHO ATTENDS

25 YEARS OF CULTIVATING CONNECTIONS

For 25 years, Strategy Institute has been at the forefront of event production and content creation. Our Customer Experience for Financial Sector Summit — the exclusive summit for CX visionaries in financial services — delivers innovative insights, valuable networking, and professional development opportunities! 

  • Harness insights from a network of 15,000+ CX leaders across North America.   
  • Engage with innovators and early adopters of cutting-edge CX tools.   
  • Immerse yourself in an interactive event that supercharges your CX journey.   
  • Amplify your expertise, craft a dynamic action plan, and forge impactful connections.   
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JOIN OUR COMMUNITY

Ever attend an event where you feel like you’re lost in the crowd? Not at the Customer Experience for Financial Sector Summit! 

We deliberately design the program to encourage you to build relationships with like-minded CX peers. Our onsite 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 CX community. 

CONNECT WITH US
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DISCOVER TORONTO!

No matter what floats your boat – sports, arts and culture, shopping, food and drinks or simply people watching – Toronto won’t let you (or your spouse) down!

Here are some ideas to get you started:

Entertainment & Night Life

Enjoy the bustling entertainment district featuring Broadway musicals and plays, or go to the internationally acclaimed Roy Thomson Hall to catch one of the 350 concerts that take place there each year.

Attractions

From the CN Tower and Ripley’s Aquarium near the lake to Casa Loma in the Annex, Toronto has a variety of famous attractions. Get a Toronto CityPass to save money, avoid ticket lines and take in the local sights.

Restaurants

Toronto has a vibrant food scene offering a diverse selection of tasty flavours. From hole-in-the-wall joints to luxurious tasting menus, Toronto is a food lover’s dream city.

Sports

Home to the Blue Jays, Raptors, Argonauts and Maple Leafs, there is something for every sports fan in Toronto. Watch a game at the Rogers Centre, Scotiabank Arena or at one of the many sports bars across the city.

Arts & Culture

With 29 museums in Toronto and 21 top art galleries, you can spend days enjoying the arts scene. Start your visit at the ROM or the AGO and finish up at the Ontario Science Centre or the Hockey Hall of Fame.

THE VENUE

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.

BENEFITS OF STAYING AT THE HOTEL INCLUDE…

  • Networking: Enjoy the convenience of being in the conference venue and take the opportunity to network with fellow conference attendees and speakers
  • Upscale Services and Amenities: Stay connected on the hotel’s Wi-Fi network and enjoy the 24-hour gym facility, indoor pool and spa tub.
  • Dining Experience: Visit the Hotel’s Sportsnet Grill, one of downtown Toronto’s best restaurant and sports bar experiences with floor-to-ceiling windows into the Rogers Centre stadium, live field action, multiple big screen televisions and a menu featuring grand slam over-the-top eats and cocktails.
  • Accommodations: Rooms feature comforts such as pillow menus and laptop-compatible safes, in addition to thoughtful touches like laptop-friendly workspaces and air conditioning, expect comfortable and spacious rooms and suites.
  • Convenience: Located in Rogers Centre and in the heart of Downtown Toronto, have access to Toronto’s main attractions and transportation within a five-minute walk.

TO RESERVE

zThe Ritz-Carlton, Toronto

181 Wellington Street West

Toronto, ON

M5V 0A1

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 linkto 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.

YOUR 2025 CXFS SUMMIT TEAM

Shah Mumin

Sponsorship Sales

James Mason

Delegate Sales

FREQUENTLY ASKED QUESTIONS


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.