December 09 - 10, 2024
JW Marriott Orlando Bonnet Creek Resort & Spa, FL
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.
Executive Director, Client Experience & Insights
Morgan Stanley
Chief Customer Officer
Best Egg
Chief Research and Digital Experience Officer
MSU Federal Credit Union
Chief Operating Officer
First City Credit Union
2024 Speakers
Chief Experience and Marketing Officer
Edward Jones
VP, Chief Marketing Officer
Discover Bank
Chief Customer Officer
Best Egg
Chief Research and Digital Experience Officer
MSU Federal Credit Union
Chief Marketing Officer
Apple Bank
Chief Marketing Officer
Seacoast Bank
EVP, Chief Engagement Officer
BankNewport
EVP and Global Chief Marketing Officer
Principal Financial
SVP Head of Digital Workplace
Fidelity Investments
Head of Marketing, Life Insurance
Nationwide Financial
Head of Client Services, US Wealth Management
UBS
SVP, Director of Client and Employee Experience
KeyBank
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.
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.
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.
“There’s no better conference than CXFS for Customer Experience leaders and practitioners in the Financial Services space. Tons of learning and networking."
"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!"
“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!”
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.