Introducing North America's Leading Co-Located Events For Customer-Facing Leaders In Banking, Financial Services & Insurance 

October 13-16, 2026 | Miami, Florida

CX BFSI Exchange series - florida edition

A New Era For The CX BFSI Exchange Series Is Here

Following 13+ years of the CX BFSI Exchange East In Florida, we are delighted to be refreshing the format with a brand new look for 2026! Introducing specific events and speaker lineups for  Banking and Financial Services (June 13-14) and Insurance (June 15-16) for the first time, the CX BFSI Exchange now offers a unique opportunity to hear from trailblazers from the heart of organizations that directly match your experience.

With all-new agendas and speaker lineups while retaining the unique, closed-door model that makes an Exchange so valuable to our attendees, these are must-attend events for C-Suite, SVP and Director-level CX and CS executives at the heart of the USA's BFSI sector. 

Same Quality Format, New Industry-Split Experience

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June 13-14 |  Banking & Financial Services

Our flagship US event for CX leaders in Banking & Financial Services, join us for the thirteenth edition of this industry-leading gathering for two days on unparalleled networking, top-tier sessions and much more.

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June 15-16 | Insurance Organizations

Introducing a brand new two day opportunity for CX leaders from the Insurance industry to unite and deep-dive into the biggest challenges facing the sector. The same leading Exchange experience, but Insurance-specific.

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.

#CXBFSI Live From The Exchange!

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. 

CX BFSI Exchange USA Community Statistics

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13

YEARS OF EXCHANGES

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150+

SPEAKERS

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500+

ONE-TO-ONE MEETINGS

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100+

SESSIONS