CXFS Connect 2025

December 2 - 3, 2025

JW Marriott Orlando Bonnet Creek Resort & Spa, FL

Jaclyn Kalter

Jaclyn Kalter

Head of Behavioral Science Vanguard
Jaclyn Kalter

Jaclyn Kalter leads a team of Behavioral Scientists at Vanguard focused on driving healthy financial behaviors and improving client outcomes. She has over 10 years of experience advising NGOs, nonprofits, and the private sector on how to apply behavioral insights to build solutions for social impact. Previously, she was a Senior Associate at ideas42 applying behavioral science to issues in government, health care, and consumer finance across the United States and Mexico. Jaclyn holds a Bachelor of Arts in Psychology and Spanish from Cornell University and a Master in Public Policy from Harvard Kennedy School.

Harnessing Modern Tools for a Modern Customer

2:05 PM Innovation Workshop: Behavior by Design: Using Psychology to Unlock Experience-Led Growth

Every experience—whether a product, service, or communication—is ultimately designed to influence behavior. Behavioral science offers a strategic lens to understand what drives action, emotion, and decision-making, making it foundational to designing compelling experiences. In this session, we’ll explore how to operationalize psychology across the enterprise to unlock growth, deepen engagement, and differentiate in a crowded market.

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

Download The Latest Agenda