
7:30 am
NETWORKING BREAKFAST:BUILD COMMUNITY CONTACTs
- Start your day off right and connect with CX financial leaders.
- Get to know your industry peers and colleagues over a delicious breakfast.
- Source practical tips, discuss best practices, and prepare for the day ahead.

8:40 am
OPENING COMMENTS FROM YOUR HOST
CX as an industry, career, and function is undergoing the biggest transition ever seen. While the objectives are still focused on creating better customer experiences to drive better results, traditional activities, technology, and dependencies are in flux. We’ll talk throughout the conference about this new era of CX, but in the opening comments we will address the following.
- The explosion of data dependency.
- The sourcing and solutions for customer experience today.
- The evolution (or destruction) of CX.
Amplify your capacity to drive CX innovation to ensure your business excels in this shifting landscape
9:00 am
ICE BREAKER EXCLUSIVE: DATA-DRIVEN INNOVATION
Build a Culture of Experimentation and Success for Business Growth
Leverage data and experimentation to drive business growth and deliver exceptional customer experiences across its vast range of services. Take away specific solutions to:
- Understand how a large-scale team of data experts collaborates to deliver actionable insights across diverse business units.
- Explore the role of data science and experimentation in shaping digital marketing strategies, product management, and customer engagement efforts.
- Optimize revenue and improve customer engagement in Cards, Loans, and Banking.
Advance cost-effectiveness with innovation in the digital era to optimize business performance and drive long-term growth.
9:30 am
C-SUITE PANEL: GLOBAL GAME CHANGERS
Unlocking Investment in Customer Experience, AI, and Modernization
Improve operational efficiencies and customer insights by reallocating resources toward innovation and growth. Create a blueprint to:
- Stress-test your virtual channels for the future.
- Drive enhancements in digital banking interfaces.
- Create hyper-personalized service offerings and adopt AI technologies.
Increase investment in high-impact areas like CX, AI-driven personalization, and infrastructure modernization to optimize customer outcomes and drive sustainable growth.
10:00 am
INDUSTRY EXPERT: CUSTOMER INTELLIGENCE
Transform your Data Strategy to Drive Results Across the Customers’ Journeys
Access and analyze real-time data with tools and strategies that empower CX leaders to create lasting, impactful experiences for their customers. Walk away with an action plan on:
- Understanding how transformational businesses today integrate behavioural and emotional data at scale.
- Optimizing how to effectively turn data into prioritized actions.
- Identifying how customer intelligence platforms overcome the growing challenges for CX teams.
Transform insights into action, and tackle today’s challenges with precision, agility, and a customer-first approach.
10:30 am
SPEED NETWORKING! MAKE MEANINGFUL CONNECTIONS
Grow your network by meeting like-minded individuals to share your latest ideas and projects with:
- Enjoy a quick icebreaker, exchange LinkedIn information, and build lasting business relationships.
- Achieve your conference networking goals in a fun and agile fashion.
- Join a community of CX experts and gain invaluable support.
10:45 am
EXHIBITOR LOUNGE: VISIT BOOTHS & SOURCE EXPERTISE
- Explore the latest CX technology and strategies with our industry-leading sponsors.
- Share your challenges with the biggest innovators in the business.
- Schedule one-to-one private meetings for personalized advice.

11:15 am
SPOTLIGHT SESSION: EMBRACING AGILITY
Harnessing the Power of Low-Code, No-Code Solutions to Meet Changing Customer Needs
Democratize software development to enable individuals with diverse backgrounds to contribute to innovation. Master the success factors to:
- Overcome the shortage of skilled developers amidst the increased demand for digital solutions across industries.
- Empower your organization to iterate quickly and experiment with ideas.
- Respond promptly to changing market dynamics.
Amplify the power of visual development environments to unlock new opportunities and accelerate innovation.
11:45 am
FIRESIDE CHAT: HIGH-IMPACT DIGITAL ECOSYSTEMS
Build Cohesive, High-Performing Teams, Manage Full-Funnel Marketing Efforts, and Navigate Complex Digital Transformations to Stay Ahead of Evolving Trends
Craft omnichannel campaigns, optimizing content and working with stakeholders across your organization to achieve buy-in and clarity. Take away specific solutions to:
- Blend creativity with analytics to design comprehensive, data-driven strategies that connect with diverse audiences and deliver measurable results.
- Create full-funnel marketing strategies that span multiple channels (SEO, SEM, social, CRM, etc.) to drive engagement, conversion, and long-term loyalty.
- Leverage user journeys to enhance customer experience and demystify online experiences.
Optimize content, tools, and analytics to track, assess, and refine digital campaigns for continuous improvement and visibility.
12:15 pm
INDUSTRY EXPERT: HUMAN-CENTRIC MOBILE EXPERIENCES
Lessons from Leading Banking Apps
Drive customer engagement and loyalty by diving into the findings of an in-depth study that examined several mobile banking apps. Adopt best practices to:
- Leverage mobile technology to enhance customer satisfaction and gain practical insights into staying ahead of the curve.
- Integrate AI into all aspects of mobile development, implement service design for seamless user journeys, and effectively tackle the multi-platform challenge.
- Adopt journey-based operating models to help your organization deliver consistent, high-quality experiences that meet customer needs across channels.
Transform your organization with journey-based operating models to ensure consistent, high-quality experiences tailored to customer needs across every touchpoint.
12:45 pm
NETWORKING LUNCH: DELVE INTO INDUSTRY CONVERSATIONS
- Meet interesting speakers and pick their brains on the latest issues in the CX for financial services space.
- Expand your network and make connections that last beyond the conference.
- Enjoy great food and service while engaging with your customer experience colleagues.

1:30 pm
EXHIBITOR LOUNGE: VISIT BOOTHS & WIN PRIZES
- Browse through different sponsor booths and test drive new technology.
- Enter your name for a chance to win exciting prizes.
- Take advantage of event-specific offers and special content.

1:45 pm
SPOTLIGHT SESSION: THE CARDLESS REVOLUTION
How to Digitize End-to-End Cardholder Experience
Gear up for a cardless future through tokenization, authentication, and seamless checkout. Source your plan of action by:
- Enabling secure digital transactions by replacing sensitive card information with unique tokens, which increase security across digital channels.
- Creating seamless authentication methods to improve user experience through authentication technologies, such as biometrics and multi-factor authentication (MFA).
- Deliver a seamless, integrated checkout experience across multiple digital touchpoints, ensuring that cardholders can make secure, cardless payments effortlessly and without barriers.
Optimize security and seamlessness in the transition towards a fully digitized cardholder experience.
1:45 pm
FIRESIDE CHAT: DRIVING COMMERCIAL REAL ESTATE GROWTH
Enhance CX and Accelerate Business Growth in a Highly Competitive Market
Deliver personalized, efficient, and value-driven experiences for multifamily and commercial real estate owners and operators. Create a roadmap to:
- Provide a comprehensive look at the various mortgage execution options available today, and how these executions differ in terms of benefits for real estate owners and operators.
- Enhance CX in the real estate sector, from seamless application processes to delivering personalized recommendations for financing solutions.
- Customize financial solutions leveraging data-driven approaches to enhance customer interactions and drive business success.
Advance commercial mortgage origination and customer service in the real estate finance sector with digital transformation and data analytics.
2:15 pm
SPOTLIGHT SESSION: INVESTMENT MANAGEMENT AS FUDICIARY TO CLIENTS
How the Investment Industry has Transformed
Facilitate financial independence for individuals, ensuring better customer experiences, building stronger relationships, and establishing trust between your brand and your customers. Take back to your office strategies to:
- Understand your clients’ investment objectives.
- Establish the best risk-adjusted returns for your clients.
- Support your work through research, data, and analytics.
Impact long-term financial well-being by maintaining deep-rooted value for your clients.
2:15 pm
PANEL: STRENGTHENING RELATIONSHIPS AND DELIVERING VALUE
A Strategic Approach to Growing National Accounts in Asset Management
Deliver new solutions and support the mission of achieving financial certainty with a collaborative approach that helps your organization bring innovative solutions to market. Walk away with an action plan on:
- Developing long-term relationships that involve more than just business transactions by providing the right investment solutions or offering market insights to help deliver results for your clients.
- Expanding offerings with partners to meet investor goals by providing products that meet the shifting needs of clients, from risk management to growth opportunities.
- Tap into each team’s expertise, ensuring that what you offer aligns with regulatory standards while meeting clients’ expectations.
Advance in a dynamic market with industry engagement and continuous learning.
2:45 pm
PRESENTATION: DRIVING ENTERPRISE OPERATIONAL EXCELLENCE
Strategies for Process Automation and Business Architecture
Reshape how your business delivers value in a rapidly evolving financial landscape, staying ahead without compromising on your brand’s integrity. Align your enterprise operations with the evolving needs of your clients. Master the success factors to:
- Identify and respond to the evolving experiences your customers want, ensuring that you stay relevant in an ever-changing market.
- Improve CX at every interaction, from digital platforms to in-person service, ensuring seamless and consistent experiences.
- Improve client satisfaction, fostering loyalty and gaining a competitive edge in the financial industry.
Increase process automation and refine your business architecture to position your institution as a leader in the industry.
2:45 pm
FIRESIDE CHAT: THE EVOLUTION OF INVESTMENT MANAGEMENT
Empowering Clients through Fiduciary Responsibility
Investment management companies are not just geared around returns — they are for empowering individuals to achieve financial independence. Uncover the transformation of the investment industry. Take back to your office strategies to:
- Understand your clients’ true investment goals and align your strategies with their financial aspirations.
- Maximize risk-adjusted returns by finding the sweet spot between risk and reward, ensuring the best possible financial outcomes.
- Leverage research, data, and analytics to support smarter decision-making and enhance your investment strategies.
Master a roadmap to not only navigate today’s market but to lead with purpose and trust.
3:15 pm
EXHIBITOR LOUNGE: ATTEND VENDOR DEMOS & CONSULT CX EXPERTS
- Enjoy exclusive sponsor demos and experience the next level of customer experience innovation firsthand.
- Meet one-on-one with leading solution providers to discuss organizational hurdles.
- Brainstorm solutions and gain new perspectives and ideas.

3:45 pm
SPOTLIGHT SESSION: THE POWER OF DATA ANALYTICS AND GEN AI IN BUSINESS TRANSFORMATION
Harnessing AI, Data Management, and Innovation for Impact
Build and embed a data-driven culture across organizations to lead complex transformational programs and manage cross-functional teams. Implement and scale data and technology-driven solutions across industries. Develop a blueprint to:
- Instill and operationalize data management and AI/ML strategies.
- Build effective fraud management systems using advanced analytics and AI tools.
- Develop high-performing, cross-functional teams to execute complex data programs.
Increase value to clients by understanding their data needs and providing tailored insights to drive impact.
4:15 pm
CLOSING KEYNOTE: LEVERAGING SPONSORSHIP TO DRIVE BRAND IMPACT AND BUSINESS GROWTH
How To Go Beyond Traditional Sponsorship Models
Build fully integrated sponsorship platforms that truly work for your brand and create meaningful impact. Walk away with idea’s to:
- Leverage strategic partnerships to deliver timely, targeted content that resonates with your audience and amplifies your brand’s message.
- Build a winning sponsorship strategy by analyzing past campaigns—identifying what worked and what didn’t-and using those insights to drive future success.
- Measure the success of your sponsorships and optimize them for maximum impact ensuring that every sponsorship dollar delivers measurable results for your brand.
Transform your sponsorships into powerful business drivers, ensuring your brand stands out in today’s competitive landscape
4:45 pm
EVENING RECEPTION: ENJOY GREAT CONVERSATION, MUSIC & NETWORKING
- Relax and unwind with tasty cocktails after a long day of learning.
- Don’t miss your chance to win fun prizes by scanning your badge at our exhibitor booths.
- Make dinner plans with your new connections and explore the best of what Toronto nightlife has to offer. Just be sure to set your alarm for Day 2!
6:00 pm