CXFS 2019 | Worldwide Business Research (WBR) | 29 July 2019 | The Westin Copley Place, 10 Huntington Ave, Boston, MA 02116, USA

What is CXFS?
Customer Experience for Financial Services (CXFS) is where America's most innovative financial services customer experience professionals meet and learn.

Why attend CXFS?
Get inspired
Our speakers are some of the greatest customer experience thought leaders alive today. They will shift your paradigms, challenge your assumptions, and spark new insights.

Make New Friends
Customer experience is a close-knit community of innovators. Meet new friends, trade business cards, and make the connections that will accelerate your career.

Learn more. Faster.
We’re only human: long presentations put us to sleep. Our speakers have just 20 minutes to pack in as much discovery, innovation, data, and actionable insight as possible.

2019 Speakers

Melissa Kivett
Chief Customer Experience and Marketing Officer, Prudential

Natalie Higgins
Senior Vice President of Consumer Finance Customer Experience, Citizens Bank

Richard Charette
AVP, Digital Experience Design (DXD) - WF Virtual Channels, Wells Fargo

Jarrod Joplin
Senior Vice President, Experience Design, Bank of America

Lawrence Lipkin
Head of User Experience Design for Treasury Services, J.P. Morgan

Karen Pascoe
Senior Vice President, Experience Design, MasterCard

Troy Janisch
Vice President/Director, Social Intelligence, U.S. Bank

Deborah Cornwell
Executive Director, Senior Experience Owner, USAA

Andrea Plant
VP of Process Improvement, First Citizens Bank

Ashley Ross
Client Care Executive, Bank of America

Michael Marx
VP Market Intelligence, Visa

Sonal Bullard
SVP, Director of Client & Advisor Experience, SunTrust Private Wealth Management

Christopher Robin Roberts
Senior Experience Design Lead, Capital One

Jennifer Clarke
Head of UX and Design, Vanguard

Celeste Kier
Senior Vice President, Customer Experience Director, ESL Federal Credit Union

Ann Ryan
Chief Client Experience Officer, Old National

Martin Lange
Director, Client Experience Strategy, BNY Mellon

Sean Albertson
Managing Director, Client Loyalty, Charles Schwab

Omari Jahi Aarons
Director, Customer Experience and Manager, Employee Enablement, Liberty Mutual Insurance

Douglass Stewart Stewart
Head of Client Experience Analytics, Vanguard

Joe Colca
Senior Vice President, Digital Experience, VyStar Credit Union

Luke Parnham
Director, Customer Experience, State Farm

Liz Butler
Director, Client Experience, Workplace Solutions, TD Ameritrade

Dan Kramer
Executive Vice President, Head of Client Experience, Asset Servicing, BNY Mellon

Kate Rush
Senior Vice President & Director of Customer Experience, Bangor Savings Bank

Randi Schochet
Chief Marketing Officer, Cross River Bank

Daniel Resnick
Director, Retail Banking Customer Experience and Omni Channel Development, Scotiabank

Marlowe Beckley
Senior Content Strategist, Bank Of The West

Donald Peaks
Chief Experience Office, First Commerce Credit Union

Rich Dorfman
VP of Customer Experience, Eastern Bank

Tom Modestino
Director, Market Research, John Hancock Retirement Plan Services

Albert Whitley
Director, Experience Design and Voice of the Customer, The Hartford

Joe Dugan
Senior Vice President, Chief Experience and Go To Market Officer, Five Star Bank

Alex de la Cruz
Chief Growth, Strategy & Marketing Officer, TDECU

Lauren Kessler
Customer Experience Strategy, PenFed Credit Union

Allie Carey
Director, Client Experience, SEI

William "Jay" DuBois
Leader, Capital Markets Design Team, Fannie Mae

Manan Singh
VP Product and Optimization, LendingTree

Jamie Almond
Sr. Director, Lifecycle Marketing, Freedom Financial Network

Karen Sweeney
Vice President, Member Experience, Bethpage Federal Credit Union

Margot Dear
Sr. Director of UX, Compliance Solutions, ADP

Holli Tongate
Technology Director, State Farm

Nick Maynard
Senior Vice President, Commonwealth

Natalie Myshkina
FSVP, Head of Strategy, Bank Leumi USA

Michelle Shelton
Chief Experience Officer, SCE Federal Credit Union

Laura Stridiron
Director, Marketing Planning, TDECU

Jake French
President, Jake French Inspires

Jeff Winter
Global Vice President, Marketing and Communications - Software & Data Solutions, Pitney Bowes

Ben Vigoda
Founder & CEO, Gamalon

Michael Kirkpatrick
Senior Vice President, Client Experience & Strategy, Head of Financial Services, Mad*Pow

Craig McLaughlin
CEO, Extractable

Aditya Narula
Head of Customer Experience and Customer Success, Kabbage

Pedro Moura
Co-Founder & CEO, Flourish

Derek Wang
Co-Founder & CEO, Stratifyd

Erika Pearson
Executive Vice President, Customer Experience, Kantar North America, Insights Division

Greg Smith
Executive Director, UX Research & Design, ICC

Michel Van Woudenberg
Vice President, CX Banking Product Development, Oracle

Jeff Kreisler
Editor-in-Chief of PeopleScience.com, Martiz

Seth Goldberg
Regional Sales Director, Backbase

Jeff Foley
Vice President of Marketing, Luminoso

Yin Chen
Chief Product Officer, Luminoso

Lance Senoyuit
Senior Principal, Experience Management Engineer, Banking Industry, SAP

Mainak Patel
Senior Principal, Industry Value Engineering - Financial Services/Insurance, SAP

Patrick Kehoe
EVP Product Management, Messagepoint

Elizabeth Dailing
Sr. Director of Product Marketing, Quadient

Charleen Ring
Program Director, CXFS

Oscar Collingwood-Smith
Lead Market Manager for Financial Services, MindTickle

Julie Zhang
Director, North America Sales Enablement, Russell Investments

Michelle Boockoff-Bajdek
CMO, IBM Watson AI

Alarice Lonergan
Partner, Global Business Services (GBS) Digital Strategy & iX, IBM iX

Kevin Scofield
Digital Strategy Director and EMVP, Verndale

Justin West
Senior Solutions Architect, Episerver

Sanjay Rajan
Director, Digital Products, First Tech Federal Credit Union

Eric Head
Vice President, Verint ForeSee

2019 Sponsors

SUPPORTING SPONSORS:
• Acquia
• BackBase
• CloudCherry
• Episerver
• Extractable
• Gamalon
• IBM
• Kantar
• Luminoso
• Mad*Pow
• MaritzCX
• Messagepoint
• MindTickle
• Oracle
• Pitney Bowes
• SAP
• SparkPost
• Stratifyd