CXFS Connect 2024

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.

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Advisory Board Members

Shannon Moroney

Executive Director, Client Experience & Insights
Morgan Stanley

Trish Wethman

Chief Customer Officer
Best Egg

Ami Iceman Haueter

Chief Research and Digital Experience Officer
MSU Federal Credit Union

Seun Aiyese

Chief Operating Officer
First City Credit Union

Tailored Dialogues. Extraordinary Voices.

2024 Speakers

Tim Rea

Chief Experience and Marketing Officer
Edward Jones

Ram Subramanian

VP, Chief Marketing Officer
Discover Bank

Trish Wethman

Chief Customer Officer
Best Egg

Ami Iceman-Haueter

Chief Research and Digital Experience Officer
MSU Federal Credit Union

Judy Edelson

Chief Marketing Officer
Apple Bank

Amanda Martland

Chief Marketing Officer
Seacoast Bank

Wendy Kagan

EVP, Chief Engagement Officer
BankNewport

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

See Speakers

Bringing Together the Best in CX

Download Attendee List

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.

Reimagining The Customer Journey

Banks | Credit Unions | Insurance | Asset Management