CXFS Connect 2026
December 1 - 2, 2026
JW Marriott Orlando Bonnet Creek Resort & Spa, FL
Reimagining The Customer Journey
CXFS Connect is an exclusive, invitation-only gathering where senior financial services leaders build powerful connections and gain insights needed to drive innovation.
Where CX Leaders Connect
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The Advisory Board
Ginny Couvillon
Head of Client and Field Services, Global Wealth Management Americas
UBS
Trish Wethman
Chief Experience Officer
Pontem Technology Partners
Ami Iceman-Haueter
Chief Experience Officer
MSU Federal Credit Union
Seun Aiyese
President, Head of Retail Banking
Southern Bancorp
Tailored Dialogue. Extraordinary Voices.
See AllClosed door discussions, real-world lessons, and ideas you can act on. 2025 speakers included:
Vamsi Rao
Executive Director
JP Morgan Chase
Katie O'Dell
Chief of Staff
Visa
Jason Furer
Executive Vice President-Director of Customer Experience
WesBanco
Andy Netzel
SVP, CX Strategy Director
KeyBank
Tracy Shaw
Head of Engagement Strategy
Equitable
Keshav Jaiswal
VP, Global Client Experience
JP Morgan Chase
Ginny Couvillon
Head of Client and Field Services, Global Wealth Management Americas
UBS
Brad Kaufman
Asst. VO Marketing Operations & Technology
Principal Financial Group
A Curated Experience
Experience
Depth Over Scale
Engage with an influential group of senior customer experience leaders driving industry change. Immerse yourself in peer discussions and gain actionable insights to accelerate your business and careers.
Meetings
1:1 Meetings
Meet the right people, at the right time. With pre-scheduled mutually matched 1:1 meetings, connect with the right technology partners to tackle your biggest challenges.
Events
Connection Over Crowds
In this intimate, closed-door setting you’ll have multiple opportunities to engage with peers, exchange ideas, and build lasting relationships — creating opportunities for connection that trade shows simply can’t offer.
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