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
Kelly Wagner-Grull
Sr. Director, of Digital, Member Experience
Credit Union of Colorado
Ami Iceman-Haueter
Chief Experience Officer
MSU Federal Credit Union
Tailored Dialogue. Extraordinary Voices.
See AllClosed door discussions, real-world lessons, and ideas you can act on. Your speakers include:
Giles Richardson
EVP, Marketing Strategy and AI Delivery
Wells Fargo
Kristen Link
SVP, Business Banking Product
US Bank
Marco Leon
SVP, Head of Design- Wealth Management
US Bank
Todd Purcell
SVP, Head of Digital Strategy
TD Bank
Ginny Couvillon
Head of Client Platforms and Experience, UBS Wealth Management Americas
UBS
Jeff Stokvis
Executive Director, Digital Product Management
Morgan Stanley
Katie O'Dell
VP, Strategic Support, Consumer & Business Solutions
BECU
Christian Hernandez
VP & Director of Retail Banking
Maspeth Federal Savings
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 $2 billion+
- Must represent a bank, credit union, asset manager, insurer, or other financial services organization
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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Our Sponsors:
