Promoting Innovation to Reimagine The Customer Journey
Transformative Ideas.
Exclusive Content.
Invite Only.
CXFS Connect 2024
December 09 - 10, 2024
JW Marriott Orlando Bonnet Creek Resort & Spa, FL
Join Forces With Your Peers to Advance CX Excellence
Join your peers in this intimate, invitation-only gathering to address the CX challenges of tomorrow. Gain insights into strategic initiatives including streamlining CX operations, propelling digital evolution, and implementing Generative AI. Engage in profound dialogues and forge meaningful connections in this beautiful resort setting.
Over the course of three days, you'll meet CX leaders from North America's top banks, credit unions, wealth management firms, and insurance companies. Moreover, you'll have the opportunity to engage with solution providers whose offerings align with your specific needs. Leave with new ideas to take back to your company along with calls to action.
“Time well spent; lots of engaging presenters, innovative vendors and the opportunity to network with industry experts.”
Karen Buck EVP, Head Commercial, Retail and Payment Operations, TD Bank
Tailored Dialogues. Extraordinary Voices.
Who We Heard From in 2023
Ashley Nagle Eknaian
Chief Digital Officer
Eastern Bank
Mirella Reznic
Chief Strategy Officer
Valley Strong Credit Union
George (G.A) Pivik
Managing Director, Global Client Experience
JPMorgan Chase & Co.
Vamsi Rao
Executive Director
JPMorgan Chase & Co.
Fabiola Corvera-Stimeling
VP of Client Experience
Northwestern Mutual
Samantha Brightling
Director and Head Marketing, Customer Journey Mgmt
Scotiabank
Tyler Craft
SVP, Head of VirtualBank & Fintech
First Horizon Bank
Jason Makowski
SVP, Director of Customer Experience
Associated Bank
Courtney O’Regan
SVP, Director of Marketing
Middlesex Bank
Elena Reinert
VP, Director, Self-Service Client Experience, Individual Investors
T. Rowe Price
Jill Moser
SVP Global Loyalty Offers
Mastercard
Ogor Chukudebelu
SVP Head Customer Inclusion
Fidelity Investments
Bringing Together the Best in CX
Highest caliber of content. Created just for you.
Here is a snapshot of the topics covered at this year’s event.
Maximizing CX Initiatives In Today’s Challenging Economic Times
Harmonizing Your CX Operation To Drive Efficiency, Customer Value, And Sustained Growth
Crafting Seamless, Personalized Customer Experiences To Deepen Customer Loyalty
Harnessing AI to Enhance Both The Customer and Employee Experiences
Building Bridges of Inclusion: Adapting Financial Products and Services For Diverse Markets
Demystifying AI in Your CX Programs: How To Crawl Before You Can Walk
The Connect Experience
You’re part of a high-level invitation-only forum
You’ll participate in a curated event experience with focused, inspirational CX content delivered by the most influential financial services innovators. In addition, enjoy outstanding accommodations in Hilton Head with a two-night hotel stay, and all refreshment breaks and receptions are completely complimentary. 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.
Transformative Content
Hear customized content that fosters powerful conversations and benchmarking with your peers, delivered by the most prominent minds in the industry. Engage in in-depth discussions focused on your biggest pain points, benchmark and leave with innovative strategies.
Meet Exceptional People
Build relationships and broaden your perspectives in an intimate and interactive environment designed to foster deep connections with fellow Chief Experience Officers and Heads of CX. Participate in multiple ways to build relationships throughout this bespoke program – roundtables, townhalls, interactive workshops, themed receptions, welcome activities and much more.
Speak Freely and Openly
Openly discuss your biggest priorities and challenges with peers in an exclusive, private forum. Have honest dialogues and engage directly with your peers.
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.
What Your Community Is Saying
“Time well spent; lots of engaging presenters, innovative vendors and the opportunity to network with industry experts.”
Karen Buck
EVP, Head Commercial, Retail and Payment Operations
TD BANK
“Thank you for bringing together the expertise, sentiment, and curiosity of so many finance CX professionals.”
Doug Roerden
VP of UX Design Strategy
Fidelity Investments
“Great group, great speakers, and a great set of topics. Recipe for the generation of ideas that will influence the path of retail financial services for decades to come.”
Alex Sion
President & Managing Director
Movenbank
Come As An Attendee - Leave As Part Of Our CXFS Community
