Venue
The Ritz-Carlton Orlando, Grande Lakes
The Ritz-Carlton Orlando, Grande Lakes, 4012 Central Florida Pkwy, Orlando, FL 32837, USA

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Event Date Tue Oct 9 EDT - Wed Oct 10 EDT (about 6 years ago)
Location The Ritz-Carlton Orlando, Grande Lakes
4012 Central Florida Pkwy, Orlando, FL 32837, USA
Region Americas
Details

Innovate Your Cx Strategy To Meet The Demands Of Today's Customer In Banking, Financial Services And Insurance.

This Customer Experience Exchange for Banking, Financial Services & Insurance (BFSI) is an outstanding opportunity for you to learn lessons from the most successful financial institutions in the field. In just two days out of the office you’ll save months and potentially years of strategy heartache. You'll hear from leaders from across North America talk about their winning strategies in Financial Services, Banking and Insurance.

North America’s Leading CX event for the Banking, Financial Services & Insurance Sector
• 08+ C-level, EVPs, SVPs, VPs and Directors
• 20+ Industry Leading Speakers
• 20+ Solution Providers
• 20+ Interactive Session

Speakers

2018 Speakers

Melissa Kivett
Chief Customer Experience and Marketing Officer, Individual Solutions Group, Prudential

Mona Jantzi
Chief Experience Officer, Barclays US

Randi Schochet
Chief Marketing Officer, Cross River

Manning Field
Chief Operating Officer, Acorns

Sachin Tandon
Executive Director Customer Experience, JPMorgan Chase

Sean Albertson
Managing Director, Client Loyalty, Charles Schwab

Tosin Odesanya
Senior Vice President, Head of Digital Self-Servicing, Citi

Steve Adams
Senior Vice President, Head of Customer Experience Analytics, TD Bank

Era Ziroe
Senior Vice President, Client Success Effectiveness, Enterprise Commercial Payments, KeyBank

Carolyn Pullen
Senior Vice President, Customer Solutions Center, OneMain Financial

Michael Marx
Vice President Market Intelligence, Visa

Patrick Kelly
Assistant Vice President Digital Product Development, USAA

Wendy Dowd
Vice President, Consumer and Provider Experience, Humana

Reise Officer
Director, Technology Advancement, Humana

Evan Gerber
Vice President of Digital Strategy, Fidelity Investments

Mark McMahill
Senior Director, User Experience and Digital Technology, AXA US

Abbas Merchant
Group VP Marketing Segments and Service, M&T Bank

Troy Peterson
Vice President of Operations and Customer Care, Kemper Insurance

Joe Whitchurch
Head of Customer Experience and Innovation, Capital One

Mouyyad Abdulhadi
Director Consumer Practices, Digital, Santander Consumer USA

Vishal Chalwa
Head of Customer Insights, Zurich North America

Gene Kropfelder
Director of Channel and Enterprise Analytics, Ally Financial

Brad Fleeman
Chief Revenue Officer, Stratifyd

Bradd Schick
Sales Engineer, iovation

Brandon Sailors
Executive Director, Head of Financial Services, CSG International

Lawrence Hodgson
Senior Strategic Business Consultant, Genesys

Sponsors & Partners

2018 Partners

MEDIA:
• Fintech Finance
• Banking Technology
• CX Network
• Finance IT
• Finance Monthly
• Global Banking & Finance Review