CXFS 2024 | Worldwide Business Research (WBR) | 15 July 2024 | The Westin Copley Place, 10 Huntington Ave, Boston, MA 02116, USA

Whether you’re coming from a big bank, mid-sized credit union, fintech, wealth management firm or insurance company – you’re all fighting the same uphill battle and have the same end goals: keep your clients satisfied, win new business amidst up-and-coming competition, and promote the importance of a strong CX strategy. This event brings you a world-class speaking faculty from across the financial industry spectrum, dedicated to revealing the why’s and how’s behind the most innovative CX strategies in the world.

2024 Speakers

Richard Charette
Chief of Staff, Digital Research & Strategy, Wells Fargo

Marco Leon
Head of Design, Wealth Management, U.S. Bank

Natalie Higgins
SVP, Director, Self-Service Strategy, Transaction Migration, Digital Strategy & Customer Experience, Citizens Bank

Sri Sankar
VP Customer Experience Strategy & Engagement, Nationwide

Trish Wethman
Chief Customer Officer, Best Egg

Todd Keith
EVP, Head of UX, Regions Bank

Mitch Rose
Executive Director, Digital Strategy, Content, JP Morgan

Ted Liljestrand
Head of UX Product Strategy, Channels & Capabilities, Core & Invest, Vanguard

Gavin Cooper
Head of UX Product Strategy, Channels & Capabilities, Core & Invest, Vanguard

Rich Dorfman MBA
VP, Customer Experience, Eastern Bank

Doug Roerden
Former Head of Experience Design, FM Global

Sri Divya Kotte
Senior Manager, Strategy and Analytics, Discover Financial Services

John Proaño
Director, Engagement Strategy & Omni-channel Marketing, Prudential Group Insurance

Allison Lavender
VP, Wealth Management Voice of the Client and Client Experience, Regions Wealth Management

Jim McKeown
VP, Customer Experience and Mobility, Selective Insurance

Jeff Stokvis
Executive Director, Digital Solutions Management, Morgan Stanley

Ami Iceman-Haueter
Chief Research and Digital Experience Officer, MSU Federal Credit Union

Andrew Campbell
Senior Manager, Digital and Performance Marketing, SECU of Maryland

Kelly Wagner-Grull
Director Member Experience, Innovation & Digital Services, Credit Union of Colorado

Timothy Parris
Vice President, Customer Inclusion Programming and Communications, Fidelity Investments

Sonal Bullard
EVP, Wealth Management Strategy & Effectiveness, Regions Bank

Sonia Pineiro
Director, Senior Experience Owner, P&C Insurance Advocacy, USAA

Jen Blatz
Principal UX Researcher, BECU

Sean Albertson
Founder & CXO, CX4ROCKS, LLC

Courtney O'Regan
SVP, Director of Marketing, Middlesex Savings Bank

Michael Mattone
SVP, Chief Retail Banking & Experience Officer, Navigant Credit Union

Kevin Sousa
CX Analyst, Eastern Bank

Lauren Kessler
Senior Manager, Marketing Analytics, Bank-Fund Staff Federal Credit Union

Katy Jones
Senior Consultant, Customer Experience, Nationwide

Janis Avila
Customer Experience Strategist (Former Meta/ JPMorgan Chase & Co.)

Julia Germeyer
Senior Marketing Manager, PBMares LLP

Wei Ding
Sr. Product Manager, Consumer Financial Protection Bureau (CFPB)

Skip Picciano
Chief Technology Officer, Effortless CX Consultants

Bill Cusick
Former Head of Customer Experience, Corporate Communications and Marketing, Penn National Insurance

Bianca Rodrigues
Director, Digital Client Experience, Personalization, Franklin Templeton Investments

Kate Biagini
Director, Client Strategies & Analytics, Franklin Templeton Investments

Karl E. Sharicz
Founder & CEO, HorizonCX, LLC

Devon Mychal
Sr. Director of Product Marketing, Cresta

Maria Boos
Senior Vice President and Head of Customer Communications, maslansky + partners

Rob Howell
Innovation & Customer Experience Manager, Celina Insurance Group

Koren Stucki
VP, Go-To-Market Strategy, Verint

Nicole Nevulis
Senior Director, Go-To-Market Strategy, Verint

Virginie Nowak
Group Chief Customer Experience, Access Bank PLC

Joey Kilrain
Former XD Principal, BNYMellon Security Services

Albert Whitley
Former CX Design Director, BNYMellon Security Services

H. Jay Rothschild
Former Manager, User Experience Design, Charles River Development

Juanita Olguin
Sr. Director of Product Marketing for Service & Knowledge Solutions, Coveo

Lauren Feehrer CCXP
Founder & President, LoyaltyCraft

Nick Schoeneberger
Senior Account Executive & Customer Engagement Specialist, Precisely

Keith Darter
VP, Financial Services & Insurance, Glassbox

Charleen Ring
Event Director, CXFS

2024 Sponsors

• Advanced Call Center Technologies, LLC
• Alida
• Conduent
• Coveo
• Cresta
• CSG
• Faye
• Glassbox Digital
• Maslansky + Partners
• Precisely
• Verint