Reimagining The Customer Journey
Banks | Credit Unions | Insurance | Asset Management
CXFS Connect 2025
December 02 - 03, 2025
JW Marriott Orlando Bonnet Creek Resort & Spa, FL
Connect, Collaborate, and Transform CX
Join your peers in an exclusive, invitation-only gathering of CX leaders from leading banks, credit unions, wealth and asset managers and insurers. Gain insights into streamlining CX operations, driving digital transformation, and leveraging Generative AI. Engage with solution providers tailored to your needs while forging meaningful connections in a beautiful resort setting.
2024 Speakers
Tim Rea
Chief Experience and Marketing Officer
Edward Jones
Brian Gondek
Director, Customer Experience and Analytics
Discover Financial Services
Trish Wethman
Chief Customer Officer
Best Egg
Ami Iceman-Haueter
Chief Research and Digital Experience Officer
MSU Federal Credit Union
Courtney O'Regan
SVP, Director of Marketing
Middlesex Savings Bank
Amanda Lopez
Chief Marketing Officer
Seacoast Bank
Eleesa Smith
Director of Customer Obsession
Prudential Financial
Beth Wood Leidt
EVP and Global Chief Marketing Officer
Principal Financial
Scott Boyarsky
SVP Head of Digital Workplace
Fidelity Investments
Jonathan Yoon
Head of Marketing, Life Insurance
Nationwide Financial
Ginny Couvillon
Head of Client Services, US Wealth Management
UBS
Era Ziroe
SVP, Director of Client and Employee Experience
KeyBank
The Connect Experience
Invitation-Only. Transformative Content.
You’ll participate in a curated event experience with inspirational CX content delivered by influential financial services and insurance leaders. Engage in in-depth discussions, benchmark and leave with innovative strategies. Join this exclusive community of CX financial leaders.
Pre-Scheduled 1:1 Meetings
See someone on our attendee list you want to meet? Mutually matched and pre-scheduled 1:1 meetings with potential partners and peers make it easy to further your business. This tailored format helps you to identify long lasting, strategic solutions to transform the customer journey.
Meet Exceptional People
Build relationships in an intimate and interactive environment designed to foster deep connections with fellow Chief Experience Officers and Heads of CX. Openly discuss your biggest priorities and challenges with peers in an exclusive, private forum.
An Unmatched Experience
Very Valuable
“There’s no better conference than CXFS for Customer Experience leaders and practitioners in the Financial Services space. Tons of learning and networking."
Bill S.
SVP
Medallia
Meaningful Meetings
"Exceptional conference experience! The attendees' passion for CX and the caliber of speakers set the stage for meaningful discussions on genuine opportunities. A dedicated focus on the consumer experience and a willingness to share valuable insights made every moment worthwhile. Time exceptionally well spent!"
Kelly Wagner-Grull
Director of Member Experience
Credit Union of Colorado
Fresh Perspectives
“CXFS has it all – great speakers & organizers, wonderful community with ample opportunity to network, and relevant vendors. I enjoyed getting to know people in a smaller setting and hearing the dialogue from my peers. Would recommend it to anyone in the CX space!”
Edward Liu
VP, Head of UX
Morgan Stanley
The CXFS Connect Audience
CXFS is an invitation-only gathering for the most senior level CX executives from the largest US financial services organizations. Engage in pre-selected, face-to-face meetings with attendees to explore new opportunities and grow revenue.
Buying Power
Seniority
