Hi colleague,

The Economic Reality of FinServ CX in Canada:

• 90% of Canadians value CX as much as your actual products and services.
• Poor CX is why 41% of customers switch—it's costing you millions.
• Great CX = customer loyalty = stable revenue. Bad CX = churn = lost profits.

Join the Customer Experience for Financial Services Summit 2025 and save $400 with our super early bird rate of $995, ending this Friday.

Get actionable insights from top financial services leaders on:

• AI-powered CX transformation and fraud prevention strategies
• Data-driven experimentation and customer intelligence platforms
• Digital payment innovations and the cardless revolution
• Operational transformation into strategic competitive advantages

Two focused tracks:

• Strategic CX: Digital ecosystems, investment management, enterprise automation
• B2B CX: Community financing, commercial real estate, national account growth

With customer expectations evolving rapidly and competition intensifying in financial services, can you afford to miss these game-changing strategies?

Super early bird pricing ends Friday—save $400 or grab 3 tickets for $2,685! Email James.M@strategyinstitute.com to level up your team.

How can financial institutions build a culture of data-driven experimentation?

Amit Mondal (American Express) reveals how to optimize revenue and customer engagement across Cards, Loans, and Banking through actionable data insights.

What's the secret to transforming operations into a strategic competitive advantage?

Brady Aarssen (Canada Life) shares how to centralize operations and leverage technology investments to deliver superior customer experiences.

How do you revolutionize customer support beyond traditional contact centers?

Industry experts demonstrate visual-enabled interactions that boost ROI, reduce handle time, and increase first contact resolution.

What's the blueprint for driving commercial growth through enhanced CX? Pranav

Sarda (KeyBank) presents strategies for delivering personalized, data-driven financial solutions in commercial real estate.

How can AI transform financial services without losing the human touch?

Christine Day (Questrade Group) explores balancing digital acceleration with emotional intelligence to deliver personalized service at scale.