NORTH AMERICA'S PREMIER INVITATION-ONLY MEETING
FOR CX LEADERS IN FINANCIAL SERVICES
📅 October 14 - 15, 2025
📍 USA
LEVERAGING INNOVATIONS FOR UNIVERSAL EXPERIENCE: MAKING CX YOUR MOST PROFITABLE TOOL
Welcome to the 12th edition of the CX Exchange for Banking, Financial Services and Insurance! When the Exchange launched over a decade ago, it was right at the cusp of challenger banks and insurtechs entering the scene to shake the mould of what the financial experience should look like. Today, we are living in a digitized ecosystem with constantly connected customers who seek the speed and convenience of Amazon, but the personal touch and advise of a first-class hotel. To stay relevant in this ever-changing digital world, CX leaders need to deliver both, whilst simultaneously always staying one step ahead.
Furthermore, we live in uncertain financial times, where CX leaders need to fight hard to prove the worth of new investments, and even demonstrate why CX is needed in the first place. As customers become increasingly demanding about where and how they want to be met, it all comes down to delivering secure, personalized and innovate experiences fit for an unknown future.
Join a community that has been building for over a decade, and come together with like-minded CX experts navigating the banking, financial services and insurance sectors. This October, we'll come together to benchmark how to not only keep the field of CX alive, but make it the gamechanger for organizations seeking to differentiate themselves in increasingly disloyal times.
Why CX BFSI USA?
Whether you're a solution provider, esteemed speaker, or enthusiastic delegate everyone in the CX BFSI USA community is a valued network of senior level executives trying to push the boundaries of CX in BFSI. See the video here as to what you'll get out of attending an Exchange.
CX BFSI Exchange USA Community Statistics
11
YEARS OF EXCHANGES
150+
SPEAKERS
500+
ONE-TO-ONE MEETINGS
100+
SESSIONS
Who attends?
With some of the biggest Banks, Financial Service and Insurance firms in the game attending no one will top the attendance of The Wolf of Wall Street himself making an appearance at our Exchange in 2024. As leader of the most dynamic and successful sales-organizations in Wall Street History, there was no one better to learn from. Who doesn't want to be part of Jordan Belfort's network?
Two Sides of the Same Coin: Aligning EX and CX for Success in BFSI
Ray Harris, Senior Vice President and Senior Director of Client Success at First Citizens Bank, shares how enhancing employee experience within BFSI organizations is critical for improving the customer experience.
2024 Post Event Report
See exclusive insights on industry investment priorities, audience breakdown, key themes discussed at last year's event in Miami, and much more!
Transforming Customer Experiences in BFSI: Q&A with Trish Wethman
The CX BFSI USA Exchange sat down with Trish Wethman, Chief Customer Officer at Best Egg.
PREVIOUS EXPERT SPEAKERS
Hilda Fassihi
Head of Business Transformation Customer Advocacy and Insights
TD Bank
Christopher Colley
Independent CX Consultant and Co-founder/CEO
Nimble Labs
Trish Wethman
Chief Customer Officer
Best Egg
Aud Jucaitis
SVP NextGen Enterprise Transformation
KeyBank
Tim Ferrio
Chief Experience Officer
Team Once Credit Union
Shruti Basavaraj Ahluwalia
Head of CX Strategy, Citi Branded Cards & Unsecured Lending
Citi
Robert Sims
SVP Retail Services
Greylock Federal Credit Union
Sasha Klenova
AVP - Customer Experience, NPS and Research
John Hancock
Jesse Slovenec
Head U.S. Consumer Segment Strategy & Management
BMO Financial Group
Ashley Eknaian
Chief Digital Officer
Eastern Bank
Mindy King
Customer Experience Director
Windward Risk Managers
Ray Harris
SVP Senior Director of Client Success
First Citizens bank
David Whitehead
VP Claim Customer Support
The Hartford
John Almeida
Global Head of Wealth Management Industry Solutions
ServiceNow
Nick Allen
Head of UX Institutional
Fidelity Investments
David Hassman
Senior Vice President - Product
Syniverse
Jordan Belfort
The Wolf of Wall Street
Jordan Belfort
Lloyd Marriott
JPMorgan Chase & Co
Chase Bank
Bill Bruno
CEO
Celebrus
Cory Mann
VP of Products
FNBO
Contact Us
If you are interested in attending the Customer Experience Exchange for Banking, Financial Services and Insurance, please contact enquire@iqpc.co.uk or call +44 (0) 207 368 9484 for further information.
In Partnership With :
QUESTIONS?
Address: IQPC Ltd, 129 Wilton Road,
London SW1V 1JZ
Telephone: +44 (0) 207 368 9484
Fax: 44 (0) 207 368 9301
Email: exchangeinfo@iqpc.com
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