The Event for CX Innovators in Finance 2018 | Worldwide Business Research (WBR) | 10 July 2018 | The Westin Copley Place, 10 Huntington Ave, Boston, MA 02116, US

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

NGCX, our annual flagship event, focuses on CX across industries. CXFS is different because it focuses on the CX challenges posed specifically to financial services institutions.

2018 Speakers:

Deborah Cornwell
Executive Director, Senior Experience Owner, USAA

Jill Costa
VP of Customer Experience, US Bank

Martin Lange
Global Head of Marketing Innovation, Investment Services, BNY Mellon

Evan Gerber
VP of Cognitive Design, Fidelity Investments

Dan Womback
Head of Insights, Aflac

Christine Beck
Director of Content Strategy, Bank of the West

Dave Schwertfeger
Senior Director, Channel Optimization, Retail Distribution, CIBC

Sonal Bullard
Director of Client Experience, SunTrust

Tosin Odesanya
Head of Digital Self-Servicing, Citi

Jane Henshaw
Head of Digital Research, Vanguard

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

Michael Marx
VP Market Intelligence, Visa

Richard Charette
AVP, Digital Experience Design, WF Virtual Channels, Wells Fargo

Marco Leon
Director, Digital Experience, UBS

Sabrina Basht
Chief Strategy Officer, Marlette Funding

Mona Jantzi
Chief Experience Officer, Barclays US

Mark McMahill
Sr. Director, UX Design, AXA US

Tasneem Hajara
Senior Director, Head of Digital Retail & Advice Channel Technology, TIAA-CREF

Lori Garcia
Vice President of Member Service Experience, SchoolsFirst Federal Credit Union

Randi Schochet
Chief Marketing Officer, Cross River Bank

Stacey Collins
Director, Experience Design and Implementation, BECU

Troy Janisch
Director, Social Intelligence, U.S. Bank

Jason Goupil
Design Research Lead, Nationwide

Jill Hart
Digital Voice of the Customer Lead, TD Bank

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

Lawrence Lipkin
VP Design Strategy, Fidelity Investments

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

Josephine Holmboe
Creative Director, User Experience, Fidelity

Alexander Chan
Product Manager of Mobile Banking and Payments, Central 1 Credit Union

Manan Singh
VP Product and Optimization, LendingTree

Nick Maynard
Senior Vice President, Commonwealth

Claudine Murphy
Director, Customer Experience, OCA, SallieMae

David Wall
Senior Web Analytics Lead, Center of Excellence, Voya Financial

Andrea Plant
VP of Process Improvement, First Citizens Bank

Rich Dorfman
VP of Customer Experience, Eastern Bank

Sara Jeruss
Chief Product Officer, ClimbCredit.it

Shaazia Stonehocker
UX Design Director, Woodforest National Bank

Shannon Burch
Customer Solutions, Customer Contact Centre, Scotiabank

Arjun Kannan
Chief Technology Officer, ClimbCredit.it

Steve Langley
Senior Vice President Member Services, Chief Retail Officer, Schools Financial Credit Union

Sue Hoffman
AVP of Customer Experience, Colonial Life

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

Tom Wambaugh
Vice President Member Services, GNCU

Wei Ding
Digital Product Team Lead, CFPB

Doug Roerden
Head of Experience Design, Doug Roerden Design

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

Ernie Megazzini
VP Strategy & Solutions Architecture CX for Industries, Oracle

Jim Burnick
Digital Commerce Managing Director, Pitney Bowes

Mike Kirkpatrick
SVP, Client Experience & Strategy, Mad*Pow

Matt Gillin
CEO, Relay Network

Tom Mowat
Senior Vice President & Head of Analytics, KAE

Chuck White
Senior Vice President, Customer Experience Practice Leader, Kantar TNS

Elizabeth Robillard
Event Director, CXFS

2018 Sponsors and Exhibitors:

• Clicktale
• CloudCherry
• Convergys
• Content Square
• Decibel Insight
• Heap Analytics
• InMoment
• Interactions
• KAE
• Kantar
• Mad*Pow
• MaritzCX
• Medallia
• Oracle
• Pitney Bowes
• Qualtrics
• Relay
• Verint

MEDIA:
• CIO Review
• CRMXChange
• Crowd Reviews
• Fintech Finance
• FinTech Weekly
• Global Banking and Finance Review
• The Green Sheet
• Payments Journal
• Visibility Magazine