NORTH AMERICA'S PREMIER INVITATION-ONLY MEETING
FOR CX LEADERS IN FINANCIAL SERVICES

📅 October 15 - 16, 2025 📍 USA

BECOME A SPONSOR

Register Your Interest In Attending

2024 Speakers

Meet the expert speaker faculty for the 2024 Customer Experience Exchange for Banking, Financial Services and Insurance!

If you are interested in speaking at this event, please contact Ellie McIntosh on info@exchangeevents.co.uk or call +44 (0) 207 368 9484.

Chair

2024 Speaker Faculty

Hilda Fassihi

Hilda Fassihi
Head of Business Transformation Customer Advocacy and Insights
TD Bank

Christopher Colley

Christopher Colley
Independent CX Consultant and Co-founder/CEO
Nimble Labs

Trish Wethman

Trish Wethman
Chief Customer Officer
Best Egg

Aud Jucaitis

Aud Jucaitis
SVP NextGen Enterprise Transformation
KeyBank

Tim Ferrio

Tim Ferrio
Chief Experience Officer
Team Once Credit Union

Shruti Basavaraj Ahluwalia

Shruti Basavaraj Ahluwalia
Head of CX Strategy, Citi Branded Cards & Unsecured Lending
Citi

Robert Sims

Robert Sims
SVP Retail Services
Greylock Federal Credit Union

Sasha Klenova

Sasha Klenova
AVP - Customer Experience, NPS and Research
John Hancock

Jesse Slovenec

Jesse Slovenec
Head U.S. Consumer Segment Strategy & Management
BMO Financial Group

Ashley Eknaian

Ashley Eknaian
Chief Digital Officer
Eastern Bank

Mindy King

Mindy King
Customer Experience Director
Windward Risk Managers

Ray Harris

Ray Harris
SVP Senior Director of Client Success
First Citizens bank

David Whitehead

David Whitehead
VP Claim Customer Support
The Hartford

John Almeida

John Almeida
Global Head of Wealth Management Industry Solutions
ServiceNow

Nick Allen

Nick Allen
Head of UX Institutional
Fidelity Investments

David Hassman

David Hassman
Senior Vice President - Product
Syniverse

Jordan Belfort

Jordan Belfort
The Wolf of Wall Street
Jordan Belfort

Lloyd Marriott

Lloyd Marriott
JPMorgan Chase & Co
Chase Bank

Bill Bruno

Bill Bruno
CEO
Celebrus

Cory Mann

Cory Mann
VP of Products
FNBO

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.