Customer Experience for Financial Services Summit 2023 | Food Safety & Regulation Canada | 9 March 2023 | TBA, Toronto, ON, Canada

Differentiate your financial brand with improved Customer Experience! 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 CIBC, State Street, Scotiabank, 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.

Grow your pipeline!
Join us at the 3rd annual edition of this exclusive event to generate high quality leads that will drive your sales pipeline. Your attending field sales team will have one on one interactions with senior buyers, who are expected to spend $50mm+ on customer experience solutions over the next 12 months.

The Customer Experience for Financial Services Summit is the longest-running data and analytics event in North America, delegates each with $1mm+ of likely annual budgeted spend on CX solutions.Get exclusive access to new sales leads at the largest CX conference in North America.

2022 Speakers

Rich Smith
Chief Marketing Officer, Home Loans, PenFed Credit Union

Tim Rea
Chief Experience & Marketing Officer, Edward Jones

Véronique Dorval
SVP, Chief Client Experience Officer, Sun Life

Allison Landers
Head of Enterprise Customer Experience, Wells Fargo

Sarah Chapman
Global Chief Sustainability Officer, Manulife

Pam Piligian
CMO, SVP, Marketing and Communications, Navy Federal Credit Union

Howard Tiersky
CEO, From

Harveer Singh
Chief Data Architect and Global Head of Engineering, Western Union

Koley Corte
SVP, Global Head of Business Transformation, Alliance Bernstein

Jessy Zita
VP, Data and Services, Mastercard

Matt Coyle
Chief Customer Experience Officer, Purpose Unlimited

Andrei Cherny
CEO, Aspiration

Katie Makstenieks
Global Chief Compliance Officer, Public.com

Chris Turchansky
Chief Experience Officer, ATB

Brian McEvoy
SVP, Senior Retail Banking Officer, Websterfive

Sue MacDonald
Former VP Retail Customer Growth, Scotiabank

Violeta Furculita
Managing Director, Head of Digital Client Experience, BNY Mellon Wealth Management

Thomas Pening
AVP, Global Performance Marketing Shared Services Strategy & Planning, Manulife

Amisha Parikh
VP, Product Management, Loyalty and Engagement, Mastercard

Ashraf Shabudin
VP, Lead Risk Advisor, Corporate Banking, Capital One

Grace Mistry
Head of Marketing, B2B Personal Wealth and Advertising, BMO

Bhavik Mohandas
Director, Product Management, American Express

Dr. Fabiola Corvera-Stimeling
Senior Director of Client Experience, Northwestern Mutual

Milos Dunjic
AVP, Distinguished Engineer, Head of Enterprise Payments Technology Innovation, TD Canada Trust

David Tax
Senior Manager, Payments Strategy & Innovation, TD Bank

Marco Rodrigues
Deputy Head of CX and Design, BNP Paribas Securities Services

Cosmin Uciu
Head of Member Services, Tide

Lori Pon
Director, Claim Strategy and Innovation, AAA Auto Club Group

Adam Ginty
Managing Director, Black Box Marketing

Patrick Kehoe
Executive Vice President, Product Management, Message Point

Maria Kalintsis
Senior Client Success Manager, ADA

Sarah Salvatore
Customer Success Knowledge & Enablement Manager, Clearco

Alex Cressatti
Senior Manager, Mid-Market Client Success, ADA

Tammi Shapiro
VP and Head of Product, Financial Services Industry, ServiceNow

Trent Salvaggio
SVP, CX Solutions & Value Engineering, TTEC

Kristen Hein
VP, Sales Leadership, TTEC

Paul Ignasinski
Director, Enterprise Transformation, TTEC

Nate Brown
Senior Director of CX, Arise

Amy Radin
Principal, Scale-Up Advisor, Enterprise Digital Transformation, Amy Radin

David Hicks
Founder & CEO, Tribe CX

Jim Tincher
CCXP, Heart of the Customer

Shawn Phillips
Chief Technology Officer, Heart of the Customer

2022 Partners

GOLD:
• TTEC
• Arise
• ServiceNow
• ADA
• Messagepoint

BRONZE:
• Methodify
• Zendesk