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03.05.2023
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Customer Experience for Financial Services Summit

North America’s leading summit for showcasing global CX trends and their impact on the financial industry worldwide

REBOOST YOUR BRAND PROSPECTS & EMBRACE DIGITAL LANDSCAPE

The 4th Annual Customer Experience for Financial Services Summit returns to Toronto in 2023 with CX experts from top North American financial brands. Secure your spot today and:

  • Make use of hybrid digital strategies and deliver trusted experiences
  • Rationalize and simplify your AI integrated processes to build up your decision making without significant cost outlays.
  • Implement a composable UX strategy to align customer data management and customer journey
  • Implement best-in-class enterprise strategy with insights from 40+ financial CX leaders from across the globe.

Get your ticket to join CX innovators from North America’s top banks, credit unions, insurers, investment banks and fintechs, including Northwestern Mutual, JP Morgan Chase, Morgan Stanley, Scotia Bank, HSBC, Rocket Mortgage, Baxter Credit Union and many more!

This year’s edition is an in-person event featuring interactive sessions, curated breakout learning and face-to-face networking opportunities. The conference will also be streamed virtually for attendees that can’t make it in person.

SOURCE ACTIONABLE CX STRATEGIES

  • Enable real-time predictable view of the customer by orchestrating analytical platforms with Morgan Stanley and JP Morgan Chase.
  • Stay laser focused on CX, while keeping pace with drivers to customer growth with HSBC
  • Discover how to win over your customers and modernizing your strategies with Scotia Bank.
  • Escalate your customer experience at each point of physical and digital contact with Rocket Mortgage.
  • Reduce organizational communication gap by tracking various communications requirements with Baxter Credit Union.

HARNESS THE POWER OF AN IN-PERSON & VIRTUAL EVENT

This hybrid experience is specially designed to help attendees capture the most value possible!

  • Expand your network and enhance peer-to-peer learning with a larger number of attendees and a broader reach.
  • Cultivate lasting connections through one week of pre-event virtual networking on the summit platform.
  • Consult industry experts and get your toughest questions answered with the help of an in-person and virtual exhibitor hall.
  • Connect and build relationships with peers that have similar interests and career objectives using AI matchmaking tools and filters.
  • Enjoy on-demand speaking sessions and content that can be viewed anytime, anywhere.

Register.