NORTH AMERICA'S PREMIER INVITATION-ONLY MEETING
FOR CX LEADERS IN FINANCIAL SERVICES
📅 October 15 - 16, 2025
📍 USA
LEVERAGING INNOVATIONS FOR UNIVERSAL EXPERIENCE: MAKING CX YOUR MOST PROFITABLE TOOL
Personalized • Secure • Innovative
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 us this October as CX leaders from across the space 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.
OUR 2024 SPEAKERS FEATURED
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
Key Themes for 2024
AI As An Effective CX Tool
Utilizing Voice Of The Customer And Your Data
Guaranteeing ROI From Your CX Initiatives
Employee Experience To Excel CX
What Can You Expect From The Exchange?
An event by the industry for the industry: a topical agenda created from recent discussions with senior CX professionals on top challenges and industry insights, and delivered by a top tier speaker faculty of industry leaders.
We help you network: Most of our delegates attend alone and it is our job to get you all talking to each other! From our Great Game of Games welcome reception where you will challenge each other in everything from darts to dominoes, to the 10th anniversary celebration, there is plenty of easy opportunities for making new connections.
A personalized itinerary: Make the most of available think tanks, workshops and one-to-one meetings through advance selections on our pre-event portal.
11 years of data: When you register you will be taken through a profile form that digs deeper into your ongoing challenges and investment priorities. Whilst on site you will be able to leave your thoughts and insights through both an onsite Brainstorm hub, as well as continuous polls and engagement throughout. You will be a part of benchmarking where the industry is at in 2025!
Unlocking The Unconventional: Exploring Multi-Branded CX Strategies In Financial Services
Insights from the COO of Laurel Road
Top 15 Investment Priorities For CX BFSI Leaders
This infographic will give an insight into the CX Leaders from BFSI companies that attended CX BFSI Exchange USA 2022, including their investment priorities and common challenges.
What Can Jurassic Park Teach Us About Hyper-Personalization?
An interview with Ken Hubbell, SVP Instructional Design Strategy & Innovation, Wells Fargo.
2024 Sponsors Included:
Don't Just Take Our Word For It...
"The Exchange was two days packed full of relevant, usable presentations, and timely and helpful one-on-one meetings with possible vendor partners."
"Great place to learn about emerging CX and Digital trends as well as learning from colleagues in the Financial Services and Insurance industry on their best practices for CX."
"Awesome experience, lots of learning and great business relationships."
Contact Us
If you are interested in attending the Customer Experience Exchange for Banking, Financial Services and Insurance, please contact info@exchangeevents.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
©2024 IQPC. All rights reserved.
