CXFS Connect 2024

CXFS Connect 2024

December 09 - 10, 2024

JW Marriott Orlando Bonnet Creek Resort & Spa, FL

Advisory Board

Shannon Moroney, Executive Director, Virtual Client Solutions Client Experience Insights & Innovation at Morgan Stanley

Shannon Moroney

Executive Director, Virtual Client Solutions Client Experience Insights & Innovation
Morgan Stanley

Trish Wethman, Chief Customer Officer at Best Egg

Trish Wethman

Chief Customer Officer
Best Egg

Ami Iceman-Haueter, Chief Research and Digital Experience Officer at MSU Federal Credit Union

Ami Iceman-Haueter

Chief Research and Digital Experience Officer
MSU Federal Credit Union

Seun Aiyese, Chief Operating Officer at First City Credit Union

Seun Aiyese

Chief Operating Officer
First City Credit Union

Speakers

Tim Rea, Chief Experience and Marketing Officer at Edward Jones

Tim Rea

Chief Experience and Marketing Officer
Edward Jones

Ram Subramanian, Vice President, CMO of Deposits Business at Discover Financial Services

Ram Subramanian

Vice President, CMO of Deposits Business
Discover Financial Services

Beth Wood, EVP and Global Chief Marketing Officer at Principal Financial

Beth Wood

EVP and Global Chief Marketing Officer
Principal Financial

Trish Wethman, Chief Customer Officer at Best Egg

Trish Wethman

Chief Customer Officer
Best Egg

Ami Iceman-Haueter, Chief Research and Digital Experience Officer at MSU Federal Credit Union

Ami Iceman-Haueter

Chief Research and Digital Experience Officer
MSU Federal Credit Union

Judy Edelson, Chief Marketing Officer at Apple Bank

Judy Edelson

Chief Marketing Officer
Apple Bank

Amanda Lopez, Chief Marketing Officer at Seacoast Bank

Amanda Lopez

Chief Marketing Officer
Seacoast Bank

Wendy Kagan, EVP, Chief Engagement Officer at BankNewport

Wendy Kagan

EVP, Chief Engagement Officer
BankNewport

Scott Boyarsky, SVP, Digital Experience Platforms at Fidelity Investments

Scott Boyarsky

SVP, Digital Experience Platforms
Fidelity Investments

Jonathan Yoon, Head of Marketing, Life Insurance at Nationwide

Jonathan Yoon

Head of Marketing, Life Insurance
Nationwide

Ginny Couvillon, Head of Client Services, US Wealth Management at UBS

Ginny Couvillon

Head of Client Services, US Wealth Management
UBS

Shannon Moroney, Executive Director, Virtual Client Solutions Client Experience Insights & Innovation at Morgan Stanley

Shannon Moroney

Executive Director, Virtual Client Solutions Client Experience Insights & Innovation
Morgan Stanley

Susan Maher, Executive Director, AI Strategy & Solutions at Morgan Stanley

Susan Maher

Executive Director, AI Strategy & Solutions
Morgan Stanley

Holly Clark, Executive Director, Virtual Client Solutions & Client and Employee Experience at Morgan Stanley

Holly Clark

Executive Director, Virtual Client Solutions & Client and Employee Experience
Morgan Stanley

Era Ziroe, Director of Client and Employee Experience at KeyBank

Era Ziroe

Director of Client and Employee Experience
KeyBank

Courtney O'Regan, SVP, Director of Marketing at Middlesex Savings Bank

Courtney O'Regan

SVP, Director of Marketing
Middlesex Savings Bank

Gregory C. Molchen, SVP, Head of Product at TriState Capital Bank

Gregory C. Molchen

SVP, Head of Product
TriState Capital Bank

Mary Rose Bufalino, Head, Customer Loyalty, Canadian Personal & Business Banking at BMO Financial Group

Mary Rose Bufalino

Head, Customer Loyalty, Canadian Personal & Business Banking
BMO Financial Group

Tara Brady, FVP, Director Customer Experience at Provident Bank

Tara Brady

FVP, Director Customer Experience
Provident Bank

Eleesa Smith, Director of Customer Obsession at Prudential Financial

Eleesa Smith

Director of Customer Obsession
Prudential Financial

Nickolaus Lachman, Head of AI & Data Science at Valley Bank

Nickolaus Lachman

Head of AI & Data Science
Valley Bank

Edward Garry, Head of CRM and Business Enablement/Client Experience at Inspira Financial

Edward Garry

Head of CRM and Business Enablement/Client Experience
Inspira Financial

Victoria Bogner, Director of Client Experience at Allworth Financial

Victoria Bogner

Director of Client Experience
Allworth Financial

Nandita Dalal, VP Customer Strategy at Principal Financial

Nandita Dalal

VP Customer Strategy
Principal Financial

Ashleigh Ashbrook, VP of Digital Service Experience at MSU Federal Credit Union

Ashleigh Ashbrook

VP of Digital Service Experience
MSU Federal Credit Union

Richard Bishop, SVP Financial Services at Precisely

Richard Bishop

SVP Financial Services
Precisely

Greg Montana, Former Chief Risk Officer at FIS

Greg Montana

Former Chief Risk Officer
FIS

Judy Bloch, VP, Industry Executive Advisor for Financial Services at Medallia

Judy Bloch

VP, Industry Executive Advisor for Financial Services
Medallia

Marc Zionts, CEO at SundaySky

Marc Zionts

CEO
SundaySky

Brian Laker, Senior Director, Industry Marketing at Braze

Brian Laker

Senior Director, Industry Marketing
Braze

Randy Weakly, CTO at ImageSource

Randy Weakly

CTO
ImageSource

We're always looking ahead to book a roster of inspiring speakers. Contact us today to reserve your spot.

Want to see who spoke previously? View the list here.

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