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Event Date Tue Apr 20 EDT - Wed Apr 21 EDT (6 months ago)
Location Virtual
Region All

The Customer Experience Summit is the only event for CX leaders in financial services to connect with like-minded peers. It’s your chance to meet industry leaders and discuss strategies for engaging and retaining customers.

Hear best practices from leading brands including AMEX, CIBC, Wells Fargo, Capital One, Manulife, Mastercard and PC Financial.

Take advantage of this immersive, interactive environment to join thought leaders, experts and professionals from across North America.


2021 Speakers

Amrit Dhangal
Co-Founder & Chief Operating Officer, Acquire

Holly Pontisso
Vice President Customer Experience, Scotia Bank

Manisha Burman
Head, Client Experience and Workforce Effectiveness, BMO

Mark Wanish
Head of Digital Messaging, Marketing Technology & Outbound Engagement, TIAA

Shawn Phillips (Moderator)
Chief Technology Officer, Heart of the Customer

Linh Lawler
Director, Claims Customer Experience, All State

Jim Tincher
Founder & Chief Executive Officer, Heart of the Customer (Host)

Donna Embry
Senior Vice President, Global Payment Strategies, Evolve

Coretta Wallace
Chief Experience Officer, Zeal Credit Union

Richard Wilson
Head of Projects

Christine Berglund
Director of Experience & Innovation Design, Consumer Banking, Capital One Bank

Alia Abaya
Director Community Impact and Member Experience, Alterna Savings

Donald Langelo
Senior Customer Success Manager

Hillary Law
Executive Vice President and Chief Experience Officer, JSC

Caroline Cathcart
Head of Client Engagement, RPIA

Barbara A. Barry
Chief Experience Officer, Nuvision Credit Union

Henry Nakamura
Senior Principal Customer Success Manager

Anna Foat
Director, Global Digital Transformation Office, Sun Life Financial

Amy McGraw
Chief Experience Officer, Tropical Financial Credit Union

Amanda Girardi
AVP, Retail Branching and Member Solutions, Affinity

Rajan Bansi
President & CEO, InvestEase

Tricia Szurgot
Chief Operating Officer, First Commonwealth

Stacy Warren
Chief Sales & Customer Experience Officer, Vault Insurance

Chris Turchansky
Chief Experience Officer, ATB

Caroline McKeon
Head of Digital and Customer Experience, GRM East (Asia), Liberty Mutual Insurance

Katherine Lucas
Global Head of Client Experience, State Street

Cindy Jeffrey
Vice President of Customer Experience & Operations Excellence, Canadian Division, Manulife

Brian Melter
Chief Experience Officer, Landmark Credit Union

Ramzi Rahbani
Director, Customer Platforms, Financial

Patrick Bach
Director, Service Design, CIBC

Arnaud Jammaers
Vice President, User Experience Digital Solutions, Products & Innovation, Mastercard

Richard M. Charette
Associate Vice President - Digital Experience Design (DXD) - WF Virtual Channels, Wells Fargo

Sponsors & Partners

2021 Sponsors

• Acquire
• Liferay
• Outsystems

• Medallia

• Zendesk