Financial services CX leaders lock in September advantage before tomorrow's deadline
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Customer Experience for Financial Services Summit 2025

September 18-19, 2025
The Ritz-Carlton, Toronto

Transform Insights Into Action—Your Competitive Edge Awaits

Hi Marty,

41% of Canadians switch financial institutions due to poor CX, and 90% say it's as important as your products and services. AI is reshaping the game—leaders evolve, laggards fade.

 

After attending CX Canada last month, you're primed for the next level. Learn from CX trailblazers like Amex, JPMorgan, BlackRock, RBC, and Mastercard. 82% of financial orgs embed AI—yet 87% of customers still want the human touch. Master the balance at the Customer Experience for Financial Services Summit 2025.

 

Exclusive $400 discount for CX Canada attendees expires TOMORROW—secure your competitive advantage before it's gone.

REGISTER & SAVE $400

FinServ CX Innovation Deep Dive

  • Amit Mondal, VP, American Express: Build experimentation cultures that optimize Cards, Loans, and Banking revenue through data-driven insights.
  • Kristina Villarini, VP, JPMorgan Chase & Co.: Master omnichannel campaigns. Blend creativity with analytics for full-funnel strategies that drive conversion and loyalty.
  • Mariana Vitaver, Director, Mastercard: Pioneer cardless payments. Deploy tokenization and biometric authentication for seamless digital transactions.
  • Brad Young, VP, Goldman Sachs: Dominate content performance. Scale reach through data-driven distribution across owned, operated, and paid channels.
  • Christine Day, CTO, Questrade: Transform into fintech leaders. Build robo-advisory foundations and tech-first cultures that drive measurable impact.
  • Palash Thakur, VP, Interac Corp: Operationalize AI/ML for fraud management. Scale advanced analytics across teams for tailored client insights.
DOWNLOAD THE AGENDA

Connect, Learn, Excel: Top FinServ CX Professionals Unite

Connect, Learn, Excel: Top FinServ CX Professionals Unite
VIEW 2025 SPEAKERS

Strategy Institute, 180 John St, Toronto, ON M5V 3A8, Canada, (416) 944-9200

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