CXFS Connect 2024

December 09 - 10, 2024

JW Marriott Orlando Bonnet Creek Resort & Spa, FL

Ginny Couvillon

Head of Client Services, US Wealth Management UBS

Ginny Couvillon is a Managing Director and Head of GWM Americas Client Services, a role she has held since summer 2020. As Head of GWM Americas Client Services, Ginny is responsible for a team of over 300, providing support to wealth management clients, Financial Advisors and their teams and Workplace Wealth Solutions corporate participants. The team covers content in more than 25 unique disciplines spanning trade support, operational processes, banking and product areas and technology. The Client Services Specialized Services Team offers white glove support for key audiences including Private Wealth Management and UBS International. And finally, the portfolio includes the management of self-service enabling content, tools, and education. In this role, she is focused on building the future of service by transforming the Experience Center from a cost center into a value center, using the UBS support functions and platforms as a lever to deepen client relations and drive FA and client loyalty.

Ginny began her career on the Graduate Talent Programme in the UBS London office and has held a variety of roles including human capital performance, communications and project management including leading large scale organizational transformation projects. Most recently, she served as Chief of Staff to the WMA and Americas COO driving the regulatory, risk, operational and technology portfolio. Ginny plays an active role in the firm’s employee diversity strategy, leading the Americas All Bar None gender diversity network for over 3,000 members and serving as a member of the Americas DE&I Council.

Ginny holds a BA in Communications and Business from Louisiana State University and an MSc in International Relations from the London School of Economics. Having recently moved from New York City to Port Washington, she is actively engaged in her new community serving on two local non-profit boards aimed at providing access to early childhood education to support economically disadvantaged families and preserving natural spaces for public use.

DAY ONE – Leading a CX Transformation Across the Organization

10:40 AM FIRESIDE CHAT: How UBS is Redefining the Client Experience Through an Innovative Operating Model

Traditional financial institutions often operate in silos with service, operations, and digital teams functioning independently. Join this fireside chat to learn how a global financial services company is reimagining its operating model by uniting its core teams to drive better outcomes for its clients.

Key discussion points include:


  • Integrating teams, and establishing effective governance and a scalable workforce
  • Looking at end-to-end journeys to understand opportunities to enhance experience
  • Broadening the view of relevant metrics to gauge performance
  • Iterating and adapting during organizational restructuring.

This integrated approach ensures a fulsome front-to-back client experience, driving higher satisfaction.

Check out the incredible speaker line-up to see who will be joining Ginny.

Download The Latest Agenda