TBA, Toronto, ON, Canada

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Wed Oct 19 EDT - Thu Oct 20 EDT (in about 1 year)
Location TBA
Toronto, ON, Canada
Region Americas

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.


2021 Speakers

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

Ben Kearon
Director, Financial Services - Canada

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

Katherine Lucas
Global Head of Client Experience

Brian Melter
Chief Experience Officer

Amy Mcgraw
Chief Experience Officer

Caroline Cathcart
Head of Client Engagement

Amrit Dhangal
Co-Founder & Chief Operating Officer

Anna Foat
Director, Global Digital Transformation Office

Chris Turchansky
Chief Experience Officer

Henry Nakamura
Senior Principal Customer Success Manager

Donald Langelo
Senior Customer Success Manager

Linh Lawler
Director, Claims Customer Experience

Holly Pontisso
Vice President Customer Experience

Karen Sawyer
Head of Customer Loyalty for Personal & Business Banking, Specialized Sales and Financial Planning

Richard Wilson
Head of Projects

Brittney Dunham
Account Executive

Russell Youngblood
Senior Solutions Architect

Rajan Bansi
President & CEO

Patrick Bach
Director, Service Design

Christine Berglund
Director of Experience & Innovation Design, Consumer Banking,

Arnaud Jammaers
Vice President, Customer Experience and Design

Sponsors & Partners

2021 Sponsors

• Strategy Institutes

• Comm100
• Messagepoint
• Acquire
• Liferay
• Outsystems

• Medallia

• Coconut Software
• Zendesk

• ATB Financial
• Alterna Savings
• Canada Life
• Etoro
• Financial
• President's Choice
• Master Card
• Wells Fargo
• Allstate
• Evolve Bank & Trust
• American Express
• Zeal Credit Union
• Capital One Bank
• NUVision
• Sun Life Insurance
• First International Bank & Trust
• Tropical Financial Credit Union
• Affinity
• First Commonwealth
• Vault Insurance
• InvestEase
• Capital One
• State Street