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 * ABOUT
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3RD ANNUAL CUSTOMER EXPERIENCE FOR
FINANCIAL SERVICES
SUMMIT


NORTH AMERICA’S LEADING SUMMIT FOR SHOWCASING GLOBAL CX TRENDS AFFECTING THE
FINANCIAL INDUSTRY WORLDWIDE

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Accessible from anywhere
in the world

Wednesday, April 27 &
Thursday, April 28, 2022

Register Now Download Brochure


BOOST YOUR BRAND CREDIBILITY & CUSTOMER RETENTION WITH ENHANCED CX

The 3rd Annual CXFS Virtual Summit features customer experience experts from top
financial brands across the globe. Secure your spot today and:

 * Leverage optimized digital strategies to deliver superior customer
   experience.
 * Streamline your AI integrated processes to enhance your decision making
   without significant cost outlays.
 * Advance your operating business model by investing in the most sophisticated
   tools and technologies.
 * Cultivate transparency and integrity while protecting your customers,
   investors and the economy from financial crime and systematic risks.
 * Design a best-in-class enterprise strategy with insights from 40+ financial
   CX leaders from across the globe.

Get your ticket to join CX innovators from North America’s top banks, credit
unions, insurers, investment banks and fintechs, including Mastercard, Manulife,
BNY Mellon Wealth Management, Western Union, AllianceBernstein, Charles Schwab
and many more!

REGISTER NOW



SOURCE ACTIONABLE CX STRATEGIES

 * Harness the indisputable link between data and CX with the help of
   Mastercard, Western Union and AllianceBernstein.
 * Reinforce the idea of CX transformation and how it relates to increased
   customer loyalty with BNY Mellon Wealth Management.
 * Discover how to win over your customers by personalizing their experiences
   with Navy Federal Credit Union.
 * Escalate your customer experience at each point of physical and digital
   contact with Charles Schwab and Manulife Investment Management.
 * Learn how to transform your UX and UI to achieve business success with BNP
   Paribas.
 * Reduce organizational risks by tracking various compliance requirements with
   Acorns.

View Agenda


LIVE. INTERACTIVE. IMMERSIVE.

Connect with exclusive knowledge and unparalleled networking opportunities at
the touch of a button. Our virtual summit experience offers you key benefits,
including: 

 * LIVE sessions with interactive Q&As, polls and engagement opportunities 
 * Networking with CX leaders (you wouldn’t otherwise have access to) 
 * AI matchmaking tools to help you connect and build relationships with
   attendees that have similar interests and career objectives 
 * Fun contests, prizes for participation and quizzes to test your knowledge 
 * Convenient, on-demand content that can be viewed anytime, anywhere 

SAVE MY SEAT



2022 FEATURED SPEAKERS

Harveer Singh

Chief Data Architect and Global Head of Engineering



Véronique Dorval

SVP, Chief Client Experience Officer



Sarah Chapman

Global Chief Sustainability Officer



Jessy Zita

VP, Data and Services



Pam Piligian

CMO, SVP, Marketing and Communications



Kamesh Moola

Executive Director of Strategy



Dr. Fabiola Corvera-Stimeling

Senior Director of Client Experience



Matt Coyle

Chief Customer Experience Officer


See All Speakers


DRIVE DEMAND GENERATION WITH INTENT-BASED BUYERS

This event brings together the biggest names in the financial services industry
and provides them with leading CX solutions. It enables them to access
strategically focused content in an environment conducive to forging lasting
business partnerships.

This is your opportunity to cultivate relationships with key CX influencers and
buyers at this action-packed virtual event. Build your pipeline with qualified
sales leads by taking advantage of one of our limited sponsorship opportunities
now.

 

SEE SPONSORSHIP OPPORTUNITIES



TESTIMONIALS

> 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



> 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



> Insightful. Relevant. Confirmed value realized.

Carlos Meneses

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



> 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





CXFS 2022 IN NUMBERS

 * 0% OVERALL ATTENDEE SATISFACTION
 * 0+ HOURS OF NETWORKING
 * 0+ FINANCIAL CX LEADERS
 * 0+ TOP CX SPEAKERS

Wednesday, April 27 &
Thursday, April 28, 2022

6 Days Left

Accessible from anywhere
in the world


GET INVOLVED

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Become A Speaker


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INQUIRIES

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customercare@strategyinstitute.com

Sponsorship: SREEDHA VARANASI

sreedha@strategyinstitute.com

SI Phone Number

1-866-298-9343 ext. 200


CUSTOMER EXPERIENCE FOR FINANCIAL SERVICES
SUMMIT 2022

Wednesday, April 27 &
Thursday, April 28, 2022

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