Reimagining The Customer Journey
Banks | Credit Unions | Insurance | Asset Management
CXFS Connect 2025
December 2 - 3, 2025
JW Marriott Orlando Bonnet Creek Resort & Spa, FL
CXFS Connect is an exclusive, invite-only event where senior CX leaders forge power connections and gain insights needed to drive innovation within the financial services industry.
Where CX Leaders Connect
Apply Today
The CXFS Connect 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.
Closed door discussions, real-world lessons, and ideas you can act on.
Vamsi Rao
Executive Director
JP Morgan Chase
Katie O'Dell
Chief of Staff
Visa
Daniel Darst
Deputy CMO
Flagstar Bank
Andy Netzel
SVP, CX Strategy Director
KeyBank
Tracy Shaw
Head of Engagement Strategy
Equitable
Keshav Jaiswal
VP, Global Client Experience
JP Morgan Chase
Jeffery Carson
VP, Journey Analytics & Operations
Synchrony
Brad Kaufman
Asst. VO Marketing Operations & Technology
Principal Financial Group
Eligibility Criteria
Attendees are senior-level customer experience and financial services executives, hand-selected to ensure high-value, peer-to-peer interaction.
Factors considered include:
- Holding a C-level, SVP, VP, or Director-level position
- Organization’s assets under management (AUM) must be $1 billion+
- Must represent a bank, credit union, asset manager, insurer, or other financial services organization
Where CX Leaders Connect
Apply Today
A Curated Experience
Experience
Shape the Future of Financial Services CX
Join a highly curated, closed-door event built exclusively for senior executives in customer experience from banking, insurance, asset and wealth management. Dive into cutting-edge content, peer-led insights, and interactive sessions designed to strengthen your CX strategy—and your influence inside the business.
Meetings
1:1 Meetings That Drive Results
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 - ensuring a higher return on interaction.
Events
Exclusive Connections, Deeper Conversations
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 other events simply can’t offer.
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