North America's Premier Invitation-Only Meeting For CX & Customer Contact Leaders in Financial Services
October 13-16, 2026 | Miami, Florida
October 13-14, 2026
Smarter CX. Stronger Relationships.
BFSI organizations are at a pivotal point in CX, faced with growing pressure from digital-first disruptors, rising customer expectations and ongoing market volatility. While AI holds clear promise for enabling personalized, predictive, and efficient service, the path to adoption is far from simple. From designing seamless journeys to navigating ethical and security concerns, CX leaders are up against mounting challenges to deliver transformation at speed and scale.
Returning to Miami in October, the 13th CX BFSI Exchange is North America’s leading invitation-only forum for senior CX and customer contact executives. Set against a fast-changing financial landscape, the event delivers exclusive case studies and closed-door benchmarking to help leaders design agile, end-to-end customer journeys that drive retention and competitive edge.
Unite with an intimate group of 100 senior leaders from across CX, Customer Contact, UX, Digital, Marketing, and Operations for an immersive two-day Exchange. With specialisms spanning the full customer lifecycle, this Exchange fosters an environment for high-impact peer learning so you leave equipped to deconstruct silos, elevate decision-making, and co-create strategies that architect differentiated, cohesive, and customer-first experiences.
Our 2025 Speakers Featured
Michael Nevski
Director of Global Insights
VISA
Tony Luciani
Director of Customer Success
Self Financial
David Whitehead
Assistant Vice President & Lean Portfolio Manager
The Hartford Insurance Group
Rafael Hernendez
Vice President, Lead Product Designer
T.Rowe Price
Keshav Jaiswal
Global Vice President of Client Experience
JP Morgan & Chase
Joe Pulickal
Director, Product Management
Uniphore
Jennifer Cotton Fritch
Regional Vice President - National Financial Services
RingCentral
Ramon Neal
Field CTO, Sr Exec. Enterprise Architect Banking & Investment Mgmt
ServiceNow
Steve Hind
Co-Founder
Lorikeet
Angie Campos
Head of Financial Service, GTM
ServiceNow
Kishore Korimilli
Sr WW Specialist
Amazon Connect
Ralph Flamini
Sr Manager WW Specialist
Amazon Connect
Luke Williams
Executive Vice President, Cross-Industry Consulting
Press Ganey Forsta
Mark Krebs
Vice President, Global Sales
Celebrus
Elizabeth O’Connor
Senior Vice President, Operations
Self Financial
Tony Luciani
Director of Customer Success
Self Financial
Brian Nourie
Executive Vice President, Chief Growth Officer
M&T Bank
Vamsi Rao
Global Head of Client Experience Transformation
JP Morgan & Chase
Marco Carrucciu
Vice President, Marketing
TradeStation
Davide Venturelli
Associate Director, Quantum Technologies
USRA Research Institute for Advanced Computer Science & Global Quantum Intelligence
Todd Keith
Executive Vice President, Head of Regions Design
Regions
Renée Richardson Gosline
Research Scientist & Senior Lecturer, Head of the Human-First AI Group
MIT Sloan School of Management
Jason Wang
previously, Chief Risk Officer
Allstate Canada
Jason Wang
previously, Chief Risk Officer
Allstate Canada
Alex Misiaszek
Senior Vice President, Experience Design Director, Emerging Experiences
Truist
Douglas Figueredo
Senior Managing Director, Head of Corporate Marketing & Digital Experience
Webster Bank
Andy Netzel
Senior Vice President, CX Strategy Director
Keybank
Josh Eaker
Head of Digital & UX
Mass Mutual
Isabel Garcia
Chief Marketing Officer
Bradesco Bank
Doug Bartels
previously, Chief Operating Officer, Investments Practice
Northern Trust
Christopher Bryan
Director of Product Marketing
unitQ
Why CX BFSI USA?
Whether you're a solution provider, esteemed speaker, or enthusiastic delegate, everyone in the CX BFSI USA community is a valued network of senior level executives pushing the boundaries of Customer Experience in BFSI. See the video here as to what you'll get out of attending an Exchange.
CX BFSI Exchange USA Community Statistics
13
YEARS OF EXCHANGES
150+
SPEAKERS
500+
ONE-TO-ONE MEETINGS
100+
SESSIONS
Don't Just Take It From Us
"The Exchange was two days packed full of relevant, usable presentations, and timely and helpful one-on-one meetings with possible vendor partners."
"Great place to learn about emerging CX and Digital trends as well as learning from colleagues in the Financial Services and Insurance industry on their best practices for CX."
"Awesome experience, lots of learning and great business relationships."
Two Sides of the Same Coin: Aligning EX and CX for Success in BFSI
Ray Harris, Senior Vice President and Senior Director of Client Success at First Citizens Bank, shares how enhancing employee experience within BFSI organizations is critical for improving the customer experience.
2025 Post Event Report
See exclusive insights on industry investment priorities, audience breakdown, key themes discussed at the 2025 event in Miami, and much more!
Transforming Customer Experiences in BFSI: Q&A with Trish Wethman
The CX BFSI USA Exchange sat down with Trish Wethman, Chief Customer Officer at Best Egg.
Contact Us
In Partnership With:
QUESTIONS?
Address: IQPC Ltd, 129 Wilton Road,
London SW1V 1JZ
Telephone: +44 (0) 207 368 9484
Fax: 44 (0) 207 368 9301
Email: exchangeinfo@iqpc.com
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