- July 31 - August 1, 2023
- The Westin Copley Place, Boston, MA
The Conference for CX Innovators
in Financial Services
- July 31 - August 1, 2023
- The Westin Copley Place, Boston, MA
The Cross-Industry Conference
for CX Innovators
Transforming Customer Experience
Whether you’re coming from a big bank, mid-sized credit union, fintech, wealth management firm or insurance company – you’re all fighting the same uphill battle and have the same end goals: keep your clients satisfied, win new business amidst up-and-coming competition, and promote the importance of a strong CX strategy. CXFS brings you a world-class speaking faculty from across the financial industry spectrum, dedicated to revealing the why’s and how’s behind the most innovative CX strategies in the world.
Past Speakers
Our 2024 Speaker Lineup
Todd Keith
EVP, Head of UX
Regions Bank
Richard Charette
Chief of Staff, Digital Research & Strategy
Wells Fargo
Marco Leon
Head of Design, Wealth Management
U.S. Bank
Sri Sankar
VP, Customer Experience Strategy & Engagement
Nationwide
Mitch Rose
Executive Director, Digital Strategy, Content
JP Morgan
Sonia Pineiro
Director, Senior Experience Owner, P&C Insurance Advocacy
USAA
Natalie Higgins
SVP, Director, Self-Service Strategy, Transaction Migration, Digital Strategy & Customer Experience
Citizens Bank
Timothy Parris
VP, Strategy & Communications
Fidelity Investments
Kelly Wagner-Grull
Director of Member Experience, Innovation and Digital Services
Credit Union of Colorado
Sonal Bullard
EVP, Wealth Management Strategy & Effectiveness
Regions Bank
Doug Roerden
Head of Experience Design
FM Global
Rich Dorfman
MBA VP, Customer Experience
Eastern Bank
Why CXFS is Rated #1
The Most Senior CX Speaking Faculty, Period.
Learn from case studies delivered by senior executives leading the charge for CX, UX and the convergence of the two, to provide you a rare chance to benchmark against the biggest brands in the country.
Beat Your Competitors with Your New Insider Perspective
Where else will you benchmark with the biggest names in the industry? Join our meetup sessions to strategize with experts in topics of your choice. You'll personalize your event schedule based on your needs and goals for 2024 and beyond.
Incomparable Networking
At CXFS, we are committed to giving you the most quality time possible to network with new friends and colleagues. 10+ total hours of networking, to be exact. Meet those who can answer your most pressing business challenges – all while staying in the vibrant Seaport District.
Attended By The World’s Biggest Brands
Future Branches is the ONLY event gathering an audience of senior retail banking executives looking for the next breakthrough technology to take them into 2024 and beyond. Our attendees represent all aspects of financial services in America, from large banking institutions to community credit unions.
Growing a Greener Future.
CXFS is dedicated to creating a more sustainable world for this generation and future ones. By registering for the event, $1 will automatically be donated to One Tree Planted on your behalf. Want to get involved?
Learn More
"Learned something new from every session”
Chuck Rohrig
Lead Experience Owner, Auto Insurance Experience
USAA
“CXFS provides relevant content no matter where you are in the CX evolution”
Barb Jacklin
SVP Customer Experience Manager
WINTRUST
“CXFS has been an engaging and informative”
Ashleigh Ashbrook
VP of Digital Service Experience
MSU Federal Credit Union
“Well-organized, informative, and provides excellent networking opportunities”
Kriti Anand
VP, Product Management and Innovation
Commerce Bank
The Best in CX, Coming Together in One Place
Since 2011, our CX events have brought together thousands of senior level customer experience executives to discuss the latest in cx design, innovation, culture and strategy. Join your peers for 2 days of learning, networking and fun in Boston this summer!
Seniority
Industry
“Well organized and thought-provoking conference”
Martin Schrodt
COO
AFCU
“Thank you for bringing together the expertise, sentiment, and curiosity of so many finance cx professionals.”
Doug Roerden
Head of Experience Design
FM Global
“I am blown away by the content, the fantastic speakers, and the tremendous networking opportunities”
Robert Murrer
Manager of Customer Experience
Preferred Mutual Insurance Company
“Great insights being shared by the speakers and attendees”
David Metcalf
Sr. Manager, Customer Service
Federal Reserve Bank of Dallas
