Hands-on CX skills from American Express, Goldman Sachs, JPMorgan + 40 finance leaders

Customer Experience for Financial Services Summit 2025

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

FinServ CX Practitioners. Hands-On Skills. One Platform.

Hi Moses,

Despite multichannel banks leading with a 69.0 industry average, overall CX quality in Canada has hit its lowest point since 2016. This decline underscores a critical need for improvement, especially given that:

84% of CX-focused financial institutions see increased revenue
A 1-point CX Index improvement can yield $19 billion more assets under management
CX prioritization leads to 20% higher employee engagement

The Customer Experience for Financial Services Summit 2025 features a newly redesigned agenda with enhanced hands-on learning and practical skill-building opportunities. Learn directly from 40+ CX practitioners and specialists from American Express, JPMorgan Chase, BlackRock, Goldman Sachs, Mastercard, RBC and other leading institutions.

CX 360° Tactical Track & Hands-On Learning

Community-First Finance Implementation: Master sustainable development financing strategies — then apply learning through interactive case study workshops with fellow practitioners.
Commercial Real Estate CX Excellence Learn hands-on customer experience enhancement for multifamily and commercial lending, followed by peer collaboration on personalized recommendation frameworks.
Investment Management Transformation Discover tactical client relationship building and trust establishment — then practice assessment tools in small group exercises with industry specialists.
National Accounts Growth Strategies Get practical relationship development and offering expansion approaches, and network with account managers facing similar challenges.
Operational Excellence in Practice: Build process automation strategies and business architecture improvements — then create implementation roadmaps in hands-on workshops.
AI-Powered Business Transformation Learn to embed a data-driven culture and build fraud management systems, followed by technical roundtables with data analysts and risk specialists.
Skills Development Programme Access interactive roundtables on Customer Emotion Design, Fraud Prevention, Digital CX, Journey Mapping, plus peer learning networks and tactical case studies for immediate application.