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

📅 oCTOBER 15-16, 2024 📍 InterContinental Miami, Florida

BRAND NEW 2024 AGENDA

BECOME A SPONSOR

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

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

Meet the 2024 Speaker Faculty

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

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

2023 Speaker Faculty

Christopher Colley
Global Head of Industry Advisory, Financial Services
Qualtrics

Denise Sommerville
Managing Director, JP Morgan Commercial Banking, Head of Middle Office Operation
JPMorgan Chase & Co

Jeff Lojko
SVP, Client Experience Transformation, Consumer & Small Business Banking
Bank of America

Karen Swiatocha
SVP, Head of Contact Center & Retail Network Transformation
Citizens

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

Jessica Saperstein
Chief Customer Experience Officer
Voya

Benjamin Maxim
Chief Digital Strategy & Innovation Officer
MSUFCU

Tamara Zaichkowsky
EVP, Chief Digital Officer
Acrisure

Francesco Lagutaine
Chief Marketing, Communications and Digital Officer
M&T Bank

Seun Aiyese M.A. CCXP
SVP, Head of Retail Banking - Consumer and Small Business, Mortgage Banking, Inv
Affinity Federal Credit Union

Mohamed Abbas
VP, Head of Product Growth & Innovation | Digital Platforms & Technology
TD

Brad Miller
EVP, Head of Physical Channels Transformation
Truist

Ram Subramanian
Vice President, CMO of Deposits Business
Discover Financial Services

Dave Bennett
Vice President & General Manager, US Customer Engagement Network
American Express

Ben Davila
Director Customer Experience
USAA

Phil Leininger
EVP, Digital and Experience Design
Fidelity Investments

James Jack
Managing Director, Head of the Business Owners and Multigenerational Wealth Clie
UBS Wealth Management

Manesh Bhatia
Executive Director Head of Transformation, Client Experience
UBS Wealth Management USA

Era Ziroe
SVP / Director of Client and Employee Experience
KeyBank

George (G.A.) Pivik
Managing Director, Head of Client Experience
JP Morgan Chase & Co.

Alex Misiaszek
Senior Vice President, Experience Design Director - NLU & Emerging Experiences
Truist

Matt Jurek
Sr. Director, Global Customer Success
Telesign

Adam Mendoza
Strategic Account Director
Telesign

John Sanders
Sales Director, Financial Services
Smart Communications

Dmitry Binkevich
Global Head of Financial Services
Qualtrics

Brad Murtha
Managing Director
Slalom

Sreekanth Singaraju
Senior Vice President of UX & AI Solutions at Mobiquity Inc.
Hexaware

Greg Kanevski
Global Head of Banking Industry
ServiceNow

John Almeida
Global Head of Wealth and Asset Management
ServiceNow

Quinn Agen
VP of Business Development
Omilia

Stephanie Chung
Director Of Customer Service Experience
KPMG

Manish Shah
Customer Service Transformation Leader
KPMG

Craig Florio
Former VP of Strategy and Transformation
Synchrony Bank

Steve Max
COO of Transaction Processing & Shared Services
U.S. Bank

Jess Jackson
VP Customer Operations
MoneyLion

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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