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</form>Text Content
Customer Experience for Financial Services Summit
AboutSpeakersAgenda| REGISTER NOW! |
North America’s leading summit for showcasing global CX trends affecting the
financial industry worldwide.
| REGISTER NOW! |
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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!
BOOST YOUR BRAND CREDIBILITY & CUSTOMER RETENTION WITH ENHANCED CX
OUR SPONSORS
Thank you to all our sponsors that made this summit possible. They deserve
grand applause.
CLAIM YOUR COMPLIMENTARY DELEGATE PASS
+1-866-298-9343 EXT. 200 CUSTOMERCARE@STRATEGYINSTITUTE.COM
SPONSORSHIP INQUIRIES: SREEDHA@STRATEGYINSTITUTE.COM
SPEAKING INQUIRIES: SARAH@STRATEGYINSTITUTE.COM
| REGISTRATION FORM |
First Name *
Last Name *
Job Title *
Company *
Work Email *
Phone *
Yes, I wish to receive email communications from Strategy Institute and summit
Sponsors including program updates, conference news, and access to exclusive
promotional and discount offers.
| Complete My Registration |
*COMPLIMENTARY REGISTRATION IS SUBJECT TO APPROVAL. SPACE IS LIMITED.
Privacy Policy
Copyright © 2022 by Strategy Institute. All Rights Reserved.
FEATURED CXFS 2022 SPEAKERS
Meet our amazing line-up of CX-focused experts and financial service
thought-leaders.
SAMPLE AGENDA
Please note that all times listed are EST (Eastern Standard Time; -5:00 UTC).
Agenda, sessions, and speakers are subject to change.
DAY 1 | Wed, April 27, 2022
11:05 AM Keynote Address: Post-Pandemic Lessons: How the Financial Industry has
Transformed
Deliver a consistent experience at every touchpoint.
12:00 PM Panel: CX TRANSFORMATION
Source Easy and Fast Solutions to Increase Customer Satisfaction and Loyalty
Strengthen your CX to maximize customer satisfaction and loyalty.
* Violeta Furculita, Managing Director, Head of Digital Client Experience, BNY
Mellon Wealth Management
* Matt Coyle, Chief Customer Experience Officer, Purpose Unlimited
12:30 PM Panel: DATA-DRIVEN CX STRATEGIES
How Data and Customer Experience are Indisputably Linked
Access, analyze and activate your data in a way that generates value.
* Jessy Zita, VP, Data and Services, Mastercard
* Harveer Singh, Chief Data Architect and Global Head of Engineering, Western
Union
* Koley Corte, SVP, Global Head of Business Transformation, AllianceBernstein
2:30 PM Panel: AI AND CUSTOMER ENGAGEMENT
Leverage AI Capabilities to Achieve Superior CX Performance
Monitor your performance to attain your CX goals.
Brian McEvoy, SVP, Senior Retail Banking Officer, Webster Five
3:30 PM Panel: ENTERPRISE STRATEGY
Develop an Enterprise Strategy to Enhance your Customer Experience
Strengthen your customer experience to drive client satisfaction.
* Harveer Singh, Chief Data Architect and Global Head of Engineering, Western
Union
* Véronique Dorval, SVP, Chief Client Experience Officer, Sun Life Financial
| View Full Agenda |
DAY 2 | Thur, April 28, 2022
11:05 AM Keynote Address: CUSTOMER SERVICE TRENDS
How 2021 Has Put Customer Service Trends in a New Spotlight
Provide your clients with innovative solutions to ensure exceptional customer
service.
Howard Tiersky, CEO, The Digital Transformation Agency
11:30 AM Panel: THE IMPACT OF MODERN CX
Meet Evolving Customer Demands in the Financial Industry
Communicate the right message at the right time across your different
touchpoints.
* Chris Turchansky, Chief Experience Officer, ATB Financial
* Bhavik Mohandas, Director, Product Management, American Express
12:00 PM Case Study: THE FUTURE OF LOYALTY IN CANADA
Exploring how the Pandemic has Changed Consumer Loyalty in Canada
Keep your consumers engaged in times of turmoil.
Amisha Parikh, VP, Product Management, Loyalty and Engagement, Mastercard
12:30 PM Panel: SUSTAINABLE CX (ESG)
Ensure that the Right CX Efforts are Focused on the Right Issues
Drive your CX by looking beyond products and services to focus on corporate
value.
* Sarah Chapman, Global Chief Sustainability Officer, Manulife
* Andrei Cherny, CEO, Aspiration
2:30 PM FIRESIDE CHAT: UX AND UI
Ensure that your Interface and Experience are Intuitive and User-Friendly
Apply service design to maximize your customer retention.
* Marco Rodrigues, Deputy Head of CX and Design, BNP Paribas
* Moderator: Amy Radin, Principal, Scale-Up Advisor, Enterprise Digital
Transformation, Pragmatic Innovation Partners, LLC
| View All Speakers || Become A Sponsor |
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