Strategic CX or CX 360°? Pick the track that matches your role and challenges...
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Customer Experience for Financial Services Summit 2025

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

The CXFS Agenda You've Never Seen Before

Hi Vivianne,

FinServ leaders are drowning in fragmented customer touchpoints:

  • Your customers expect seamless experiences, but your systems deliver disconnected interactions
  • Traditional conferences offer generic advice when you need specialized strategies for your specific challenges

That's why we've completely redesigned the Customer Experience for Financial Services Summit 2025 with two focused tracks:

  • Strategic CX dives deep into digital ecosystems, investment management, and enterprise automation
  • CX 360° focuses on end-to-end customer journey orchestration, community financing, and commercial real estate growth.

Unlock AI-driven CX transformation, data-powered experimentation, digital payment innovations, fraud prevention, and back-office operations that fuel your competitive edge.

DOWNLOAD THE AGENDA

Strategies You Can Deploy Monday Morning

  • Build a Culture of Data-Driven Experimentation (Strategic CX) - American Express reveals how to optimize revenue across Cards, Loans, and Banking through actionable data insights
  • Transform Operations into Competitive Advantage (CX 360°) - Canada Life shares how to centralize operations and leverage technology investments for superior customer experiences
  • Master the Cardless Revolution in Digital Payments (Strategic CX) - Mastercard demonstrates end-to-end cardholder digitization through tokenization and seamless authentication
  • Drive Commercial Growth Through Enhanced CX (CX 360°) - KeyBank presents strategies for delivering personalized, data-driven financial solutions in commercial real estate
  • Revolutionize Fintech CX While Maintaining Regulatory Compliance (CX 360°) - Questrade Group explores transforming traditional institutions into fintech leaders
  • Leverage Sponsorship Beyond Traditional Models for Brand Impact (Strategic CX) - RBC reveals integrated sponsorship platforms that deliver measurable business results
REGISTER NOW

Accelerating Your Career: Forging Influential Connections at CXFS 2025

Accelerating Your Career: Forging Influential Connections at CXFS 2025
VIEW 2025 SPEAKERS

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

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